Add/ Amend Resource

Resource is person, machines, equipment which can be used to perform any type of task or work. Here you can add the multiple type of resources with basic details. System allows you to differentiate the resources based on work site.

Follows the below mentioned steps to add resource.

• Navigate to Project -> Click on Resources.
• Redirects to list page of Resources. click on -> Create button.
• Redirects to create page on “Details” tab.
• Select Site.
• Select Resource Type from User, Equipment or Vendor
• If Selected User, User field will get appeared.
• If Selected Equipment, Max Units Per Day field will get appeared.
• If Selected Vendor, Vendor field will get appeared
• Add Name.
• Based on selected Resource type, add the details in hourly cost, capacity per hour, capacity per execution fields.
• Click on -> Save or Save and Close button.

 

 

Equipment type resource Detail page 

 

 

Vendor type resource Detail page 

 

User type resource Detail page 

 

• After saved the record, “Availability” and “Competence” tabs will get visible.
• Availability – Allows to add the calendars for resource and resource time offs. For more details of how to add availability check “Add Resource Availability Process”.
• Competence – You can add the skills and capabilities of resources. For more details of how to add skills and capability check “Add Resource Skills and Add Resource Capabilities”.