General Detail Window of the Resources Tab of the Administration Page

Overview

Use the General detail window of the Resources tab to modify basic information about a selected resource.

Screen Elements

Resource selector "" (Ctrl+Up Arrow) or "" (Ctrl+Down Arrow)

Cycles through the available resources and determines which data display in the detail window. Click "" (Ctrl+Up Arrow) to move to the previous resource, or click "" (Ctrl+Down Arrow) to move to the next resource. The content in the detail window is refreshed with the data for the selected resource.

Resource ID field

The unique identifier for the resource.

Name field

The name of the resource.

Active option

Determines whether the resource is currently active. A selected option indicates the resource is active.

Non-active resources might have left the organization, but are not deleted from the system since they might have actual hours.

Office Phone field

The office phone number for the resource.

Resource Type field

The resource type. Valid values are:

  • Labor: Indicates that the selected resource performs labor, measured in units of time.
  • Nonlabor: Indicates that the selected resource does not perform labor, measured in units of time. Equipment is a nonlabor resource.
  • Material: Indicates that the resource has a unit of measure other than time. You can select a unit of measure for the material resource.

Employee ID field

The resource identifier within the organization, typically the employee number or social security number.

Parent Resource field

A resource categorized at a higher level than the current resource, in a resource hierarchy.

The parent resource is generally the larger department or organization for which you work.

For example, a salesperson might be assigned to an element of the resource hierarchy called Region 1 Sales.

Other Phone field

The alternate phone numbers for the resource.

Unit of Measure field

The unit of measure this material resource uses.

Title field

The job title for the resource, such as Senior Engineer.

E-mail field

The e-mail address for the resource.

Getting Here

  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, click the General detail window.

Related Topics

About Resources

Adding Resources


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