A resource is anyone or anything that can perform an activity on a project and in so doing incurs costs and charges for the time worked. A resource is normally a person but could also be some equipment.
Selecting Resources will display a search screen so that you can locate required ones (refer to Searching and Filters .
Click:
•Add to create a record
•Create Data Template to add a record with spreadsheet format that can then be used as a basis to create actual resources
•Import Data to import and load resource data from a spreadsheet template file.
Change the details shown for listed resources by right-clicking any column heading and then selecting the columns to include.
For any listed resource, you can click:
•Department, Location or Primary Role to access the relevant records
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then:
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Edit |
to make changes to the selected project within the list. |
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Open |
to access the resource record in order to amend it. |
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Clone |
to create a resource record from a selected one. You must then enter a resource code and can change other details as necessary. |
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Code Converter |
to change the code of the resource if it is incorrect. All affected records will be updated. |
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Delete |
to delete the resource record, after confirmation. You can only do this if you have appropriate permissions and the record is not in use (for example, the resource has no assignments). |