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)
A named resource has the same profile picture as its linked user.
Allows you to add a resource to the platform. .svg)
Resources - Creating and modifying a resource
Rights required : Create resources
Allows you to modify an existing resource. Resources - Creating and modifying a resource
Rights required : Modify resources
Allows you to modify multiple pieces of information about resources. Resources - batch edit resources
Rights required : Modify resources
Creating and modifying a resource
The screen for viewing/editing a resource is divided into four tabs:
Certain actions can be performed by clicking on the 
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.
Displays the list of changes made to this resource by all users.
Stocks are sorted from the most recent to the oldest date.
This button appears in the
This button allows you to go back to a period to change the hourly rate specifically for that period.
This button appears in the
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 at0for all periods prior to the date you selected.After the: the capacity this resource will be defined at0for 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.
This button appears in the
This button calculates the resource's capacity based on the resource's schedule. Resources - Calendar tab 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
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:
Code Type 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.
It appears in the Associated user.
This button will not appear if no users are associated with this resource.
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:
Year Cost 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).
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
It is possible to select structure values structure those created on the platform that can be linked to a resource. 
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.
If no period selected, then the period will be selected (year 2025).
The user has a calendar that combines the three types of calendars (hierarchical, platform, and resource).
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:
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 :
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:
Type