CIPAceTM HelpAdd Resource |
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There are two ways to add a resource. One is through the Add Resource page, the other is with an option when adding a user.
You can add a resource on the Add Resource page.
Navigate Here: Resource > Resources > Add Resource or Implementation > Vendors > Browse Vendors; select a vendor > Resources tab; Add Resource
To add a resource, fill in the following fields:
The required fields are noted with an asterisk (*).
Resource ID*: The ID of the resource. It must be unique.
Resource Name*: The name of the resource. It does not have to be unique.
Associated User: You may browse and select a user in the system to be associated with the resource being added by clicking
Resource Type*: The type of the resource. There are two types in the system: Labor and Equipment. By default is Labor.
Department: You may browse and select a department the resource belongs to by clicking
Vendor: You may browse and select a vendor the resource belongs to by clicking
Role: You may browse and select multiple roles for the resource by clicking
Skill: You may browse and select multiple skills for the resource by clicking
Status: There are two statuses: Active and Inactive. Active indicates the resource is available, while Inactive indicates it is unavailable. An inactive resource cannot be assigned to projects.
Note: Description of the resource.
Rates: You can specify the rates for using the resource in standard hours, overtime hours and cost per use. Standard Rate and Overtime Rate are defaulted by Application Settings. You can set more rates for selection in the Custom Rates field. Enter the Name and Rate, and specify how the rate is measured: Per Use or Per Hour. System will save the custom-made rates when you click the Save button. You can add or remove a custom-made rate by clicking
Contact Info: You may enter the contact info of the resource, including: Business Phone, Fax, Mobile Phone, Email etc.
Click the Save button to save the new resource and the system will go to the Browse Resources page.
Click the Save & Add button to save the new resource and add another one.
Click the Cancel button to withdraw the current operation and return to the Browse Resources page. |
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