CIPAceTM HelpEdit Resource General Information |
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Navigate Here: Resource > Resources > Browse Resources; select a resource or Project > Browse Projects > Resources tab; select a resource or Implementation > Contracts > Browse Contracts; select a contract > Resources tab; select a resource or Implementation > Vendors > Browse Vendors; select a vendor > Resources tab; select a resource
You can view and modify the resource's general information on the Resource General tab page.
To modify a resource's general information, update any of the following fields:
The required fields are noted with an asterisk (*).
Resource Name and Department can't be edited. If select a Associated User, Resource Name will share the value of User Name(First Name+Last Name of the user), Department and Email will share the corresponding Deaprtment and Email of the associated user.
Resource ID*: The ID of the resource. It must 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.
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, and Address, etc.
Click the Save button to save the changes.
Click the Delete button to delete the resource. If a resource is assigned to projects or associated with timesheets, it cannot be deleted.
Click the Cancel button to withdraw the current operation and return to the Browse Resources page. |
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