What
is a Resource?
Resources are people, equipment and supplies that are needed
in order to complete the tasks that are involved with a project
Key Resources The
Key
Resources section displays a summary of resources in three
categories:
Recently Modified, Recently Created
and
Recently Viewed. These categories can be chosen
from the
Choose drop down box located in the upper
right region of the
Key Resources section. To view
an resource in detail click the
resource title
which is underlined to signify that it can be selected.
See Also: Sorting
Reports and Views
Manage Resources
Creating a Resource
- Select New Resources from the list of Add
options located toward the top of the page. Selecting this option
will bring you to the New Resource page.
- Fill in your resource information using the Resource
Information and Description Information
sections of the form. Fields highlighted in red and marked with
an asterisk are required fields. All other fields may be left
blank if you wish.
- Save your resource by clicking the Save or
Save & New button.
Resource Working Hours Use the
Resource
Working Hours section to specify the days of the week and
work hours for each day the resource is scheduled to work. Check
the check box next to each day of the week that you want to schedule
the resource to work. Enter the number of work hours for each scheduled
day in the text fields provided. When the resource is attached to
a task within a project, these values, along with the resource's
hourly rate, will be used to calculate how much the resource is
costing.
See Also:
Edit
or Delete a Resource
Saving
a Resource
Saving a Resource When
you have created a new resource or have made changes to an existing
resource you will be able to save the resource information using
either of the following two methods:
i. Select
the
Save & New button to save your new resource.
You will then be presented with a blank form on which you can create
another new resource.
ii. Select the
Save button to
save your new resource. This will bring you to a summary page for
your new resource. From this page you can
Edit, Delete
and
Print your resource information.
Edit or Delete a Resource
When the key resources are displayed on the
Resources
tab page or in a search or generated report only a few details are
shown. The
resource title is
underlined
to show that it can be selected. Select an
resource name
to view the resource in detail. You can now
Edit, Delete
or
Print the resource.
Edit: Click the
Edit button to
change the information for the resource. Be sure to fill in all
required fields. These are highlighted in red and marked with an
asterisk. To save your changes click the
Save or
Save & New button.
Delete: Click the
Delete button.
You will be prompted to verify that you want to delete the resource.
Click
OK to delete the resource. Click
Cancel
to cancel the deletion.
See Also: Saving
a Resource
Adding a Resource to a Project
- Click the Resources tab. This will take you
to the Resources tab page.
- Make a selection from the View drop down
box, located in the upper left corner of the Resources
tab page.
- Click the Go! button to generate a list of
resources that match your selection. These will be displayed
on a new page.
- Select a resource from the list by clicking the resource
title, which is underlined to indicate that
it can be selected. This will take you to the details page for
the resource.
- Scroll down to the Projects section. A list
of existing projects is available in the Available Projects
drop down box. Select the project you want to add the resource
to from this list.
- Click the Add Resource button to add the
resource to the project.
Adding a Task to a Resource
- Click the Resources tab. This will take you
to the Resources tab page.
- Make a selection from the View drop down
box, located in the upper left corner of the Resources
tab page.
- Click the Go! button to generate a list of
resources that match your selection. These will be displayed
on a new page.
- Select a resource from the list by clicking the resource
title, which is underlined to indicate that it can
be selected. This will take you to the details page for the
resource.
- Scroll down to the Tasks section. A list
of existing tasks is available in the Available Tasks
drop down box. Select the task you want to add to the resource
from this list.
- Click the Add Task button to add the task
to the resource.
.jpg){kind=small}
