The Resource Manager needs attribute forms to define the roles that will be used for a project (such as "accountant," or "electrician") and to collect personnel data for the resources that will fill these roles.
Note: If you do not create an attribute form for the Resource Manager, Primavera Unifier will create a default one to support basic information, such as the resource name.
- Click the Company Workspace tab and switch to Administration Mode.
- In the left Navigator, click uDesigner > Resource Manager.
- On the right pane, click:
- New > Role Attributes to create a role attribute form
- New > Resource Attributes to create a resource attribute form
The Edit Studio window opens.
- Under the General tab, enter a name for the form and a description. The type is pre-populated.
- Click OK to save and close the window.
Once you click OK, uDesigner displays the name of the form on the right pane and automatically creates a detail form. At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.