Create a resource

Two types of resources
Create a resource
Resource tab
Capacities and costs tab
Attachments tab
Calendar tab

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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.

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 settingsclick on the map Resources.

The list of platform resources is displayed.

Click on Add.

This takes you to the resource creation form .

This form is divided into three tabs:

Resource tab

Here are the fields to be completed:

A Wording explicit: this is what will be displayed in projects
Visit Code (used in particular for imports and technical actions)
A Long label and a Description if required
Visit category (example: men's day, Material...)
Visit Type (example: internal/external...)
A Specific profile (e.g. trainer, engineer, architect, etc.) It is mandatory to enter an associated profile for a generic resource.
The character Generic resource or not
The character Billing resource or not
It is possible to specify a 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

Adjust Percentage of activity of the resource
You can change the year displayed via this field Year
Visit capacity is an automatic calculation completed in relation to the platform calendar and the percentage of activity.
Fill in the 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

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This tab appears once you have clicked on Apply or

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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.

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.

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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.

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Read more :

Calendars