---
alias: user-guide-create-workgroup
tags:
  - workspace
---

# Create Workgroup

:lock: Workgroup.**Create**

## Overview

This operation is used to create a new **Workgroup** of scope **Workspaces** from the **Workgroup** entity located in the **Business Data** menu.

## Preconditions

* The **Workgroup** name must be provided and must be unique.
* The **Workgroup** must have the property Is Main set to `true`.
* The scope of the **Workgroup** must be Workspaces.
* The Owner Role of the **Workgroup** must be `null`.
* The **Workgroup** must contain at least one of the following items:
    * A **Workgroup Resource**
    * A **Workgroup Step**
    * A **Workgroup Area**
* For all **Workgroup** **Resources**: the **Resources** are Active, non-template and Top-Most; additionally, the Processing Type must be set to Resource or Line.
* For all **Workgroup** **Steps**: the **Steps** are Active, non-template and there is an **Area** that links the **Step** to the specified **Facility**.
* For all **Workgroup** **Areas**, at least one of the following properties must be `true`: Include Steps or Include Resources.
* If a Material Sort Rule Set is specified, it must reference an Active, non-template Sort Rule Set of Scope Material.
* If a Resource Sort Rule Set is specified, it must reference an Active, non-template Sort Rule Set of Scope Resource.

## Sequence of Steps

### General Data

1. Select the **New** button from the top ribbon of **Workgroup** entity.
2. Provide a unique name for the new **Workgroup**.
3. Optionally, enter a description.
4. Optionally, specify a Resource Sort Rule Set matching the preconditions.
5. Optionally, specify a Material Sort Rule Set matching the preconditions.
6. Select **Next** to continue.

![Screenshot showing the Create Workgroup wizard in the General Data tab.](images/create_workgroup_general_data.png)

### Workgroup Elements

1. Add or remove the **Workgroup Items** (**Resources**, **Steps**, or **Areas**) as desired using the :material-plus: and :material-trash-can: icons respectively. You may also edit each entry by removing the selected object and adding a new one.

    === "Resources"

        ![Screenshot showing the Create Workgroup wizard in the Workgroup Elements tab for Resources.](images/create_workgroup_resources.png)

    === "Steps"

        ![Screenshot showing the Create Workgroup wizard in the Workgroup Elements tab for Steps.](images/create_workgroup_steps.png)

        When adding Workgroup Steps, specify the Facility it is associated with.

    === "Areas"

        ![Screenshot showing the Create Workgroup wizard in the Workgroup Elements tab for Areas.](images/create_workgroup_areas.png)

        When adding Workgroup Areas, specify if you want:

        * Include Resources - if enabled, the system will include all the Resources associated with the selected Area.
            
        * Include Steps - if enabled, the system will include all the Steps associated with the selected Area.

        By default, both properties are set to `false`.

2. Select the **Create** button to complete the operation.