A resource is an entity used for a project, it carries a capacity : a number of days available to carry out an activity, and it can therefore be associated with a cost.
A resource may be associated with a certain hierarchical level, it may also have a profile (architect, project manager, developer...), and a type (internal, external...).
There are two types of resources:
- Named resource Assigned to a user identified and monitoring for the project.
Users Most named resources are created automatically when the user is created. In some cases, however, it may be necessary to create the resource afterwards, in which case it's important to know that the CODE is what associates the user with the resource. - Generic resource: Enables work capacity to be defined according to a chosen axis (skills, team, external resource). The generic resource is used when the identification of a named resource is impossible or unnecessary (at the start of a project, for example, when the need for an expert is known, but the name of the expert has not yet been identified).
The resource linked to the logged-in user can be consulted directly via .svg)
My resource
List of resources
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on 
It is also possible to apply public filters .svg)
Resources or private filters .svg)
Resources.
A triangle appears when the filter chosen for the search is not a registered filter. ⚠️
Rights required :
Consult resources (only resources with the same hierarchical level or not attached to any structure, and not all resources combined, if the role is set to hierarchical role ) - or Consult your resource (only the resource linked to the logged-in user will appear)
Une ressource nommée porte la même photo de profil que son utilisateur lié.
Permet d’ajouter une ressource à la plateforme. .svg)
Ressources - Création et modification d'une ressource
Rights required : Create resources
Permet de modifier une ressource existante. Ressources - Création et modification d'une ressource
Rights required : Modify resources
Permet de modifier plusieurs informations sur des ressources. Ressources - Modification en masse des ressources
Rights required : Modify resources
Creating and modifying a resource
L'écran de consultation/modification d'une ressource est divisé en quatre onglets :
Certaines actions sont réalisables en cliquant sur le 
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Affiche la liste des modifications effectuées sur cette ressource, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
This button appears in the
Ce bouton permet donc de remonter dans une période passée pour en changer la base horaire spécifiquement pour cette période.
This button appears in the
Ce bouton permet de remettre à zéro toutes les capacités de la ressource, avant ou après une date à définir. Une fenêtre apparait et deux champs sont à remplir :
Initialize capacities : Before the: la capacité de cette ressource sera définie à0sur toutes les périodes avant la date que vous avez sélectionnée.After the: la capacité de cette ressource sera définie à0sur toutes les périodes après la date que vous avez sélectionnée.- Initialization date : choisissez la date d'initialisation pour cette ressource.
Example:
Si je choisis Before the and the date of 01/01/2026then all the capacities of my resources before the 01/01/2026 will be equal to 0.
Les capacités après la date du 01/01/2026 do not change.
Validates your changes. This may redirect you to the previous page on some screens.
This button appears in the
Ce bouton permet de calculer les capacités de la ressource, en fonction du calendrier de la ressource Resources - Calendar tab and Percentage of activity rempli.
Cela permet de changer les capacités passées des ressources.
Une fenêtre apparaît et le champ Start capacity calculation from this date is to be filled in with the date from which capacities will be updated (new percentage of activity, changes to the resource schedule)
Resource tab
Rights required :
- Consult your resource (Resources - Resource tab and Resources - Attachments tab of the resource associated with the logged-in user only)
- or Consult resources and View resource costs
- Create resources
- Modify resources
Here are the fields found in this screen:
Wording Code Order Long label Description category Type Associated user Specific profile Generic resource Billing resource Assets Specific daily time base Resource hours per day If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
This button unlinks the user who has been associated with the resource in the Users.
Il apparaît dans le Associated user.
Ce bouton n'apparaîtra pas si aucun utilisateur ne s'est associé à cette ressource.
Capacities and costs tab
representation a number of days during which the resource can work. Example: 22.
⚙️ Formula: capacity is calculated in the resource screen. Resources - Capacities and costs tab as well as via a resource calendar.
Resources - Capacities and costs tab . The aim is to add value to resources.Rights required :
- Consult your resource (Resources - Resource tab and Resources - Attachments tab of the resource associated with the logged-in user only)
- or Consult resources and View resource costs
- Create resources
- Modify resources
Here are the fields found in this screen:
Percentage of activity Year Month capacity Cost At the end of the table summarizing months, capacities and costs, the total capacity of the resource for the selected year is shown.
Le calcul des capacités est automatique à partir du mois en cours.
Copy this cost for all future periods
Ce bouton apparaît au survol d'une ligne, à droite de celle-ci.
This button is used to apply, once a Cost has been entered for a month of the year of a resource, apply the same cost for all future periods (months of the rest of the selected year and subsequent years).
Attachments tab
This tab lets you link resources to structure levels.
Resources do not necessarily work for the same departments, the same services, the same countries... Depending on the project and the hierarchical level, the resources available will not be the same.
Rights required :
- Consult your resource (Resources - Resource tab and Resources - Attachments tab of the resource associated with the logged-in user only)
- or Consult resources and View resource costs
- Create resources
- Modify resources
Il est possible de sélectionner des valeurs de hiérarchie parmi celles créées sur la plateforme et qui peuvent être rattachées à une ressource. 
Hierarchies - Setting attachments
Calendar tab
This tab only appears when modifying a resource that has already been created; it does not appear when creating the resource. You must first save your entries in the other tabs.
Calendars are managed in 
Calendars. This calendar defines the capacity the resource, i.e. the number of days worked.
Si aucune période n'est sélectionnée, alors c'est la période active qui sera sélectionnée (année 2025)
L'utilisateur possède un calendrier qui cumule les trois types de calendriers (hiérarchique, plateforme et ressource)
Rights required :
- View resource calendars
- Modify resource calendars (modification only of resources attached to the same hierarchical level as the user, or to no structure at all)
- or Modify your resource calendar
Button name | Description |
|---|---|
Prints the entire Calendar tab. Opens the browser's print settings pop-up. | |
On modification only Allows you to view thehistory calendar modifications in a new window (date, user, action, etc.). Actions are sorted from most recent to oldest. | |
Return to Resource tab | |
Deletes all rules created for this calendar | |
Deletes a rule created for this calendar | |
The calendar must be saved for the button to appear. It displays the various days worked or not worked in all the resource's calendars. |
Create a rule (for all years)
Create a rule (specific to the selected year)
Here are the fields to fill in:
Wording Type Type of day Number of the day Month number 
Here are the fields to fill in:
Date Wording Type The rule created will be displayed in the calendar at the bottom of the page, in blue (worked) or orange (not worked).
General actions on a rule
batch edit resources
By selecting several resources in the resource list, you can modify certain fields to save time.
Rights required :
- Consult resources
- Modify resources
If a field is set to No changethen no changes will be made to the field for the selected resources.
The following fields can be modified in bulk:
status category Profile Billing resource Type Percentage of activity Start capacity calculation from this date Costs Attachments