Resources

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Table of contents

Resource

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).

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The resource linked to the logged-in user can be consulted directly via My resource

List of resources

Screen listing all platform resources

Filter

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.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

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It is possible to filter this list of resources using filter criteria:

Click on Register to apply the filter and Close to return to the list.

It is also possible to apply public filters Resources or private filters Resources.

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A triangle appears when the filter chosen for the search is not a registered filter. ⚠️

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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)

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A named resource has the same profile picture as its linked user.

Add

Allows you to add a resource to the platform. Resources - Creating and modifying a resource

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Rights required : Create resources

Edit

Allows you to modify an existing resource. Resources - Creating and modifying a resource

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Rights required : Modify resources

Modify en masse

Allows you to modify multiple pieces of information about resources. Resources - batch edit resources

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Rights required : Modify resources

Creating and modifying a resource

The screen for viewing/editing a resource is divided into four tabs:

Ressources - Ressource

Ressources - Capacités et coûts

Ressources - Rattachements

Ressources - Calendrier

Certain actions can be performed by clicking on the contextual menu of a resource, regardless of which tab you are on:

Apply

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.

Seehistory

Displays the list of changes made to this resource by all users.

Stocks are sorted from the most recent to the oldest date.

Select a period

This button appears in the contextual menu from the resource modification screen if the activity entry is set to hours.

This button allows you to go back to a period to change the hourly rate specifically for that period.

Initialize capacities

This button appears in the contextual menu from the resource modification screen.

This button allows you to reset all resource capacities to zero, before or after a date to be defined. A window appears with two fields to fill in:

Initialize capacities :

Before the : the capacity this resource will be defined at 0 for all periods prior to the date you selected.
After the : the capacity this resource will be defined at 0 for all periods after the date you selected.

Initialization date : select the initialization date for this resource.

Example:

If I choose Before the and the date of January 1, 2026then all the capacities of my resources before the January 1, 2026 will be equal to 0.

Capacities after the date of January 1, 2026 do not change.

Validates your changes. This may redirect you to the previous page on some screens.

Delete

Allows you to delete a resource.

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Rights required : Delete resources

Start capacity calculation

This button appears in the contextual menu from the resource modification screen.

This button calculates the resource's capacity based on the resource's schedule. No access and Percentage of activity filled.

This allows you to change the past capacities of resources. A window appears and the field 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 editing screen for a resource

Untie managed resource

This button unlinks the user who has been associated with the resource in the Users.

It appears in the contextual menu field Associated user.

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This button will not appear if no users are associated with this resource.

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Rights required :

Consult your resource (No access and No access 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:

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Specific daily time base

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Resource hours per day

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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.

capacity (resource)

representation a number of days during which the resource can work. Example: 22. ⚙️ Formula: capacity is calculated in the resource screen. No access as well as via a resource calendar.

cost Monthly resource cost. This cost is calculated via a monthly rate defined in the tab for each resource. No access . The aim is to add value to resources.

Editing screen for a resource's Capacities and Costs tab. Here, the costs have been copied.

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Rights required :

Consult your resource (No access and No access 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:

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Percentage of activity

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At the end of the table summarizing months, capacities and costs, the total capacity of the resource for the selected year is shown.

Capacity calculations are performed automatically based on the current month.

Copy this cost for all future periods

This button appears when you hover over a line, to the right of it.

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).

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.

Resource modification screen, Attachments tab

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Rights required :

Consult your resource (No access and No access of the resource associated with the logged-in user only)
or Consult resources and View resource costs
Create resources
Modify resources

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It is possible to select structure values structure those created on the platform that can be linked to a resource. Hierarchies - Setting attachments

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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.

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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

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The user has a calendar that combines the three types of calendars (hierarchical, platform, and resource).

Seehistory

Displays a list of changes made to this calendar by all users, including additions and removals of hierarchical relationships.

The button is available in a calendar > contextual menu > Seehistory)

Stocks are sorted from the most recent to the oldest date.

Create a rule that applies to all years

These rules apply to all days of the year (for example: New Year's Day, a non-working Sunday).

Click on Add a rule to open the creation modal, then fill in the following fields:

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The rule you created appears in the calendar at the bottom of the page, color-coded to indicate workdays and non-workdays.

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Be sure to click on Confirm to save your changes.

Create a rule specific to the selected year

These rules apply only to the selected year (for example: a floating holiday, a long weekend, or a special closure).

You can create a new rule by clicking on a specific day in the Calendars - Calendar at the bottom of the page.

Click on Add a rule to open the creation modal, then fill in the following fields:

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Wording

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Type of day

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Date

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The rule you created appears in the calendar at the bottom of the page, color-coded to indicate workdays and non-workdays.

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Be sure to click on Confirm to save your changes.

batch edit resources

batch edit resources screen

By selecting several resources in the resource list, you can modify certain fields to save time.

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Rights required :

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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:

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status

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