Add a resource

  1. Choose Enterprise, Resources.
  2. If necessary, click the Display options bar, then choose Filter By, All Resources, to display the resource hierarchy.

    If resource security is enabled, you can only view resources you have access to. Therefore, you can add a new resource only to the hierarchy you have access to.
  3. Select the resource to which you want to add a new child resource.

    You can use the arrow icons on the Move toolbar to position the new resource after you add it. You can also display the resource hierarchy as a list rather than a hierarchy; when you display a resource list, the new resource is added at the root level of the hierarchy. To switch between list and hierarchy views in the Resources window, click the column label furthest to the left in the Resources window.
  4. Click on the Edit toolbar or choose Edit, Add.

    Depending on your user preferences, the New Resource wizard may start. Follow the prompts on each dialog box to create the resource.
  5. Click each tab in Resource Details and enter the resource's information.

Tips

Effective Date

Max Units/Time

10AUG01

0h/h

10SEP01

1h/h

Note

Related Topics

Resources

Resources

Adding resources using a wizard

View resources

Define resource shifts

Display resource details

Calculating cost when using multiple resource rates

Having a discussion with team members



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Last Published Wednesday, May 25, 2016