The Details tab displays information related to the individual resource you select on the Resources Home page. Use the detail links at the top of the Details tab to view and edit resource information.
Note: Some functionality provided on the Details tab requires the appropriate security privileges, for example editing user-defined fields. If you do not have the appropriate security privileges, some links will be disabled, and some data is view-only.
The Details tab contains the following pages:
General page
On the General page, you can specify general resource information such as:
- resource ID
- resource name
- resource type (labor, nonlabor, or material)
- active or inactive status
- parent resource
- e-address and phone numbers
For detailed information on the General page, see Resource Details - General page.
Settings page
On the Settings page, you can:
- select the resource calendar
- specify the default units/time for new assignments to activities
- allow or disallow overtime and enter an overtime factor
- set the resource status to active or inactive
- choose to auto compute actuals or calculate costs from units for the resource
- specify that the resource enters time using the Progress Reporter application, enter the appropriate login, and select the resource's Timesheet Approval Manager.
For detailed information on the Settings page, see Resource Details - Settings page.
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Roles page
On the Roles page, you can assign roles to a resource, select the resource's primary role, select the resource's proficiency level for each assigned role, and remove a resource's role assignment.
For detailed information on the Roles page, see Resource Details - Roles page.
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Codes page
On the Codes page, you can assign resource codes to a resource, as well as edit and remove resource code assignments.
For detailed information on the Codes page, see Resource Details - Codes page.
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Units & Prices page
On the Units & Prices page, you can add up to five price/unit values that can be used to calculate costs for a resource, specify the date the units and prices go into effect, and enter the resource's maximum unit/time.
For detailed information on the Units & Prices page, see Resource Details - Units & Prices page.
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Notes page
Use the Notes page to add or view notes related to a resource. For detailed information on the Notes page, see Resource Details - Notes page.
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Summarize page
Use the Summarize page to review the status (pending, running, completed, or failed) of job service requests related to the resource. You can also view the job type and the last time a job was submitted and completed.
For detailed information on the Summarize page, see Resource Details - Summarize page.
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User Defined page
Use the User Defined page to display user-defined fields, then enter custom data associated with the resource.
For detailed information on the User Defined page, see Resource Details - User Defined page.
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