Resources Tab of the Administration Page

Overview

Use this tab to add resources, including assigning the resource to a role and resource team, assigning resource codes, and defining price and unit values.

Screen Elements

Resources toolbar

See Resources Tab Toolbar.

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.

Added By field

The name of the user who added this resource in the system.

Added Date field

The date this resource record was created.

Auto Compute Actuals option

Determines whether the activity actual and remaining units, and start and finish dates for the resource are calculated automatically using the planned dates, planned units, and the activity's schedule percent complete.

If this option is selected, the actual/remaining units and actual dates are automatically updated when project actuals are applied. This assumes that all work by the resource proceeds according to plan.

This option is not available if the Uses Timesheets option is selected.

Calculate Costs from Units option

Determines whether by default any new assignments for this resource will have its costs recalculated whenever any quantity changes occur. This setting can be overwritten on a per project basis.

Calendar field

The name of the calendar selected for the resource.

Currency field

The preferred currency for viewing monetary values.

For example, US Dollars or Japanese Yen.

Default Units/Time field

The default units/time for resource assignments in projects, which is shown as either a percentage or units/duration depending on your settings in My Preferences. If you change the default setting, existing resource assignments are not affected. The default setting only applies to new resource assignments.

E-mail field

The e-mail address for the resource.

Employee ID field

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

ID field

The unique identifier of the resource.

Integrated Resource field

Indicates whether the resource came from another Enterprise Resource Planning (ERP) system that is integrated with this application. A blank field indicates that this is not an integrated resource.

Last Modified By field

The name of the user that last updated the resource record.

Last Modified Date field

The date this resource record was last updated.

Name field

The name of the resource.

Notes field

The notes about the resource.

Office Phone field

The office phone number for the resource.

Other Phone field

The alternate phone numbers for the resource.

Overtime Allowed option

Determines whether the resource is allowed to log overtime hours.

Overtime Factor field

The overtime factor used to compute the overtime price for the resource. The default is 1.5.

Used in overtime calculations where the rate is multiplied by the overtime factor to figure the total overtime price.

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.

Primary Role field

The name of the primary job title or skill for the resource.

Resource Teams field

The list of resource teams to which the resource is assigned.

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.

Timesheet Approval Manager field

The resource manager assigned to approve timesheets for the resource.

Timesheet User Login field

The user name for the timesheet user login.

Title field

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

Unit of Measure field

The unit of measure this material resource uses.

Uses Timesheets option

Determines whether the labor resource uses P6 Progress Reporter timesheets to record hours for assigned activities.

This option is not available if the Auto Compute Actuals option is selected.

User Defined field

Fields defined by your P6 administrator that are not standard in the application, but are necessary to capture additional data for the project or the company.

Resource Code field

The fields specific to your company's use. These fields are created by the system administrator.

Resource Tab detail windows:

General Detail Window of the Resources Tab of the Administration Page

Roles Detail Window of the Resources Tab of the Administration Page

Resource Teams Detail Window of the Resources Tab of the Administration Page

Codes Detail Window of the Resources Tab of the Administration Page

Notes Detail Window of the Resources Tab of the Administration Page

Units and Prices Detail Window of the Resources Tab of the Administration Page

Settings Detail Window of the Resources Tab of the Administration Page

Getting Here

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Administration.
  3. On the Administration page, click the Resources tab.

Related Topics

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 Codes

Assigning Resource Rates

Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page


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