Resources Tab of the Administration PageOverview 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 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:
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
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