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Assigning Resource Codes

With potentially hundreds of resources in use across the enterprise, resource codes provide an efficient means for tracking and sorting resources for reporting or analysis.

Use this procedure to assign resource codes to resources. Once assigned, you can categorize resources using codes.

To assign resource codes:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Administration.
  3. On the Administration page, click the Resources tab.
  4. On the Resources tab:
    1. Click a resource.
    2. Click the Codes detail window.
  5. On the Codes detail window, click "" Add (Insert).
  6. On the Select Resource Code dialog:
    1. Choose a resource code and click Assign.
    2. Select additional resource codes, if necessary, and click Assign.

      Note: You can only select one value from each code name category. If you try to assign a second value from the same category, the first value will be replaced with the new value.

    3. Click Close.
  7. On the Resources tab, click "" Save (Ctrl+S).

Related Topics

Resources

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Assigning Calendars to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Rates

Creating Import Templates

Importing Resource Data

Resources Tab of the Administration Page

Codes Detail Window of the Resources Tab of the Administration Page


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