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Adding Resources

Use this task to add resources to the resource pool. Resources include the personnel and equipment that perform work on activities across all projects. Resources are generally reused between activities and/or projects. Resources can be distinguished as either labor, material, or nonlabor. Labor and nonlabor resources are always time-based, and material resources, such as consumable items, use a unit of measure you can specify.

To add a resource:

  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 "" Add (Insert), or click an existing resource and click "" Add Child to add a resource in a hierarchy. A new row is added to the table.
    2. Click the General detail window.
  5. In the General detail window, enter information in the appropriate fields.
  6. On the Resources tab:
    1. Click ""Select Columns and select any additional column headings that you need in your view.
    2. Double-click in any additional fields to enter data.
    3. Click the Notes detail window.
  7. In the Notes detail window, type any notes you want to capture for the resource.
  8. On the Resources tab, click "" Save (Ctrl+S).

Tips

See Creating Import Templates and Importing Resource Data to learn more about adding resources to the resource pool by importing resource data from a Microsoft® Excel (.xls) spreadsheet.

Related Topics

Resources

About 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 Codes

Assigning Resource Rates

Creating Import Templates

Importing Resource Data

Resources Tab of the Administration Page

General Detail Window of the Resources Tab of the Administration Page

Notes Detail Window of the Resources Tab of the Administration Page

Creating Import Templates

Importing Resource Data


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