For the Resource Manager to work effectively in Unifier, you will need to create the following components in uDesigner:
Note: For a description of the business processes the Resource Manager uses, see Business Processes Overview.
Role Attribute Form | Describes the types of work being performed. Roles are for work performed for specific projects, or for general administrative work not specific to any project. The information from this attribute form appears in Unifier in the Role Properties window. The attribute form data appears on the General tab when the user opens the role from the Resource Manager > Roles node at the company level. Also appears on the Role picker on resource booking and time sheet business processes.
|
|---|---|
Resource Attribute Form | Lists the personnel users can specify for project bookings and assignments. The information from this attribute form appears in Unifier in the Resource Properties window. The attribute form data appears on the General tab when the user opens the resource BP from the Resource Manager > Resources node at the company level. Also appears on the Resource picker on resource booking and time sheet business processes. |
Log for the resources | Lists every resource entered into Unifier. Allows Unifier users to choose the resource they want to work with. |
Design Flow
The following table outlines the design steps necessary to launch the manager and create a role or resource.
1. Create a data structure (if necessary)
| See Creating a Data Structure.
|
|---|---|
2. Launch the manager
| See Starting an Attribute or Detail Form for a Manager.
|
3. Create a Role Attribute Form See the instructions beginning with Adding Blocks to the Attribute Form | Mandatory fields for the attribute form are: Role name (uuu_role_name) Role status (uuu_role_status) |
4. Create a Resource Attribute Form See the instructions beginning with Adding Blocks to the Attribute Form | Mandatory fields for the Resource attribute form are: Resource name—uuu_resc_name Resource status—uuu_resc_status Resource code—uuu_resc_code Default resource capacity—uuu_resc_capacity This is the number of hours a person can work in a day. Can be overridden by the capacity fields noted below. If you want to calculate the weekly hours that a resource is available, include the following fields. With these values, Unifier will calculate and display the resource’s available hours on the Availability sheet. Monday hours—uuu_resc_mon_capacity Tuesday hours—uuu_resc_tue_capacity Wednesday hours—uuu_resc_wed_capacity Thursday hours—uuu_resc_thu_capacity Friday hours—uuu_resc_fri_capacity Saturday hours—uuu_resc_sat_capacity Sunday hours—uuu_resc_sun_capacity |
5. Create a log for the resources |