- Two types of resources
- Create a resource
- Resource tab
- Capacities and costs tab
- Attachments tab
- Calendar tab
Read more : Resources
Two types of resources
There are two types of resource: named and generic.
Most named resources are created automatically when the user is created.
In some cases, creation may have to be carried out retrospectively, in which case you need to know that the CODE is what associates the user with the resource.
Creation is the same as for a generic 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
- 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).
Create a resource
- Click on the
Main menu >
Administration.
- In the Measurement settings >
Resource settings
click on the mapÂResources.
- Click onÂ
Add.
The list of platform resources is displayed.
This takes you to the resource creation form .
This form is divided into three tabs:
Resource tab
Here are the fields to be completed:
- AÂ
Wording explicit: this is what will be displayed in projects
- VisitÂ
Code (used in particular for imports and technical actions)
- AÂ
Long label and aÂ
Description if required
- VisitÂ
category (example: men's day, Material...)
- VisitÂ
Type (example: internal/external...)
- AÂ
Specific profile (e.g. trainer, engineer, architect, etc.) It is mandatory to enter an associated profile for a generic resource.
- The characterÂ
Generic resource or not
- The character
Billing resource or not
- It is possible to specify aÂ
Specific daily time base to the resource. A value will have to be entered, which will be different from the one set as standard in the platform configuration. This setting is possible if the activity entry configuration is set to hours.
Capacities and costs tab
- AdjustÂ
Percentage of activity of the resource
- You can change the year displayed via this fieldÂ
Year
- VisitÂ
capacity is an automatic calculation completed in relation to the platform calendar and the percentage of activity.
- Fill in theÂ
Cost of the resource. The button to the right of a period can be used to copy a cost for all future periods.
Attachments tab
- Attach the resource to different hierarchies if necessary.
- Click on
Register.
Calendar tab
- Create a rule (for a specific day, a day of the week, a holiday...).
- Click on a day in the calendar to define it as a day not worked or worked.
- It is possible to view the total of all calendars (the platform calendar + the resource calendar).
- Click on
Register.