Adding Resources

Contents

You can use the Add New Resource page to add resources to your system. You must have the appropriate permissions to add resources. Once you have created a new resource, you can use the Edit option to update a resource profile to include certifications and assets.

Note: You must complete all mandatory fields highlighted in red.

To create a new resource:

1. Click the Resource and Security Admin tab.
2. Click the Resources link. The Resource Listing screen is displayed.
3. Select Create > Resource. The Add New Resource screen is displayed.

Entering Resource Details and Contact Information

1. Choose the type of resource: Equipment or Person. The information fields change depending on the resource type you selected.
2. If you selected resource type Person, enter a Login ID, First Name, and Last Name. If you selected resource type Equipment, enter a Login ID, the Make, Resource Name, Owner First Name and Owner Last Name.
3. Select an Access Profile. All resources in the system must have an Access Profile.
4. Select a status. The default status is Active. You can assign resources with the status Active to projects. A resource with status Inactive cannot access the EnterpriseTrack system, but can still be assigned to projects. A resource with the status Disabled, cannot access the EnterpriseTrack system and cannot be assigned to projects.
5. Specify when this resource status should become effective.
6. Enter the user authentication mode. This field displays only if the default user authentication mode was set to LDAP or SSO.
7. Enter a password. This field appears only if the user authentication mode is set to User Password.

   Note: A password must be at least 8 characters long and contain at least one character that is not alphanumeric, an underscore or white-space. E.g. *, %, $ etc.

8. Enter an Email address.

Selecting an Organization

1. Select a division. The other fields are populated based on the value you select here.
2. Enter a business unit and business subunit.

Selecting Initiatives and Roles

1. From the Associated Initiatives selection box, select all initiatives associated with this resource.
2. Select the roles this resource can perform within each initiative. You can select multiple roles for a user. In single initiative systems, you must select at least one role.

Selecting Area of Expertise, Calendar and Labor Rate

1. From the list of Available Areas box, select the areas of expertise.
   1. To add a area of expertise to the list, click the Add link next the Selected Areas label.
   2. Enter a name and click OK.
2. Select a calendar. The default calendar is the Standard Calendar.

   Note: You must associate a resource with a calendar. The resource calendar is used to calculate resource utilizations.

3. Select the type of labor rate. If you select Use Role Rate, then the labor rate for this resource is based on the rate associated with their role. If you select Use Resource Rate, enter the standard, overtime, or setup labor rates.

Selecting Preferences and Resource Custom Fields

1. Select the MS Office version this resource will use. EnterpriseTrack will open documents using the MS Office version you select here. You can only select one version per resource.
2. Enter any additional information under the Preferences, Resource Custom Fields and the Additional Resource Detail sections.
3. Click Add Resource.