Use the General page of the Resource Details tab to specify general resource information such as ID, name, title, parent resource, type, and contact information.
Field Definitions
- Resource ID
- Short name which uniquely identifies a resource, such as ENG (for Engineering Department).
- Resource Name
- The full name of the resource, such as Engineering Department.
- Title
- A job title for the resource, such as Senior Engineer.
- Employee ID
- Displays a company's internal ID number for the employee or social security number.
- Parent Resource
- Lists a resource categorized at a higher level than the current resource, in a resource hierarchy. For example, Dave Smith and many other resources are part of the Engineering resources for a project; Engineering is the parent resource.
- Resource Type
- Labor indicates that the selected resource performs labor, measured in units of time; Nonlabor indicates that the resource is a nonlabor resource, such as equipment, measured in units of time; Material indicates that the resource has a unit of measure other than time. You can select a unit of measure for the material resource.
- Active
- A marked checkbox indicates that the resource is available for assignment; a cleared checkbox indicates that the resource is unavailable or inactive.
- The resource's e-mail address.
- Send an e-mail
- Click to send an e-mail to the address displayed in the E-Mail field.
- Office Phone
- A work telephone number for the resource.
- Other Phone
- A cell phone or home telephone number for the resource.
- Save/Cancel
- Click to save or cancel your changes.