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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Manage resources
Manage resources
/Create a resource
Create a resource
Create a resource

Create a resource

  • Create a resource
  • Resource tab
  • Capacities and costs tab
  • Attachments tab
  • Calendar tab
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Read more : ResourcesResources

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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. UsersUsers 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).

Create a resource

  1. Click on the Main menuMain menu > AdministrationAdministration.
  2. In the Measurement settings > Resource settingsclick on the map ResourcesResources.

    3. The list of platform resources is displayed.

  3. Click on Add.

    4. This takes you to the resource creation form .

This form is divided into three tabs:

Resource tab

Here are the fields to be completed:

  1. A WordingWording explicit: this is what will be displayed in projects
  2. Visit CodeCode (used in particular for imports and technical actions)
  3. A Long labelLong label and a DescriptionDescription if required
  4. Visit categorycategory (example: men's day, Material...)
  5. Visit TypeType (example: internal/external...)
  6. A Specific profileSpecific profile (e.g. trainer, engineer, architect, etc.) It is mandatory to enter an associated profile for a generic resource.
  7. The character Generic resourceGeneric resource or not
  8. The character Billing resourceBilling resource or not
  9. It is possible to specify a Specific daily time baseSpecific 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.
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Capacities and costs tab

  1. Adjust Percentage of activityPercentage of activity of the resource
  2. You can change the year displayed via this field YearYear
  3. Visit capacitycapacity is an automatic calculation completed in relation to the platform calendar and the percentage of activity.
  4. Fill in the CostCost of the resource. The button to the right of a period can be used to copy a cost for all future periods.
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Attachments tab

  1. Attach the resource to different hierarchies if necessary.
  2. Click on RegisterRegister.
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Calendar tab

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This tab appears once you have clicked on Apply or RegisterRegister to save the newly created resource.
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Days not worked are displayed in orange in the calendar, and days worked in blue. If days have no color, they are considered as worked. A rule can be defined for a specific year or for all years.
  1. Create a rule (for a specific day, a day of the week, a holiday...).
  2. AND/OR Click on a day in the calendar to define it as a day not worked or worked.
  3. It is possible to view the total of all calendars (the platform calendar + the resource calendar).
  4. Click on RegisterRegister.
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The declaration in the calendar automatically and immediately updates resource capacities for future periods.
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Adding a day retroactively does not update capacities; you will need to run the calculation on the period in Resources - Capacities and costs tab Resources - Capacities and costs tab .
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Read more : CalendarsCalendars
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