To create a resource
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Resource Manager > Resources in the left Navigator. The Resources log opens. |
| 3 | Click New. The User Picker window opens, listing active and on-hold users from the sponsor company and active partner companies. |
| 4 | Select a user and click OK. The Create Resource window opens. |
| 5 | Complete the General tab. This tab may vary with the design of the resource attribute form you imported. Fields may include: |
| • | Resource Code: Automatically generated, manually entered, based on the configuration. |
| • | Resource Name: Enter a name to associate with the resource. |
| • | Description: Enter an optional description. |
| • | Status: The default is active. |
| • | Resource Capacity (Hrs): Enter the number of hours users can work in a day. Default value is 8. |
| • | Sunday (Hrs.).....Saturday (Hrs.): Depending on the design of the Resource Attribute form, these fields may or may not appear on the General tab. If they do, you can enter the number of hours the resource can work on each of these days. Primavera Unifier will use these values to calculate the resource’s Capacity per week. |
| • | Default Capacity (Hrs): Default value is 8. Number of hours a person can work in a day. This is overridden if the form was designed to include the Sunday through Saturday hours fields. |
| 6 | Click the Roles tab. This lets you choose a role to associate with the resource. See "Add a role to a resource (Roles tab) " for details. |
| 7 | Click the Skills tab. This allows you to associate one or more skills to a resource. See "Add a skill set to a resource (Skills tab)" for details. |
| 8 | Click the Calendar tab. The calendar displays bookings, vacation days, etc. for the resource. See "View and manage resource booking details (Calendar tab)" for details. |
| 9 | Click the Projects/Shells tab. The tab displays the projects/shells in which the resource is booked and booking specifics. See "View resource project/Shell booking information (Projects/Shells tab)" for details. |
| 10 | Click OK. |
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.