Managing Resource Status

Use the Resource Status screen to create and manage multiple resource statuses. For example, you can create a status called Inactive Transferred, for resources that no longer work for your organization, or Resource Active for resources that are currently employed.

Note: Once you create a status, you cannot delete it. You can only change the status to Inactive, or Archived.

To add a new resource status:

  1. Click the Resource & Security Admin tab.
  2. Click the Resource Status link. The Resource Status List screen is displayed.
  3. Click the Create a New Resource Status button.
  4. Enter a name for this status.
  5. Click Create.

To manage resource statuses:

  1. Click the Resource & Security Admin tab.
  2. Click the Resource Status link. The Resource Status List screen is displayed.
  3. Select a resource status from the list.
  4. Change the status to Valid, Invalid, or Archived.
  5. Click Update.

See Also

Resource Configuration

Managing Resources

Managing Resource System Access Profiles

Managing Resource Roles

Managing Resource Rate Default Rule

Setting TBD Capacity in Resource Modules

Setting Default Percentage Utilization



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Last Published Monday, May 4, 2020