Setting up the Resource Manager
The Resource Manager uses Resource Booking business processes and Timesheet business processes. The Resource Manager attribute form (used to create resources and roles) has to be deployed in uDesigner.
In addition, Resource Booking and Timesheet business processes can be used with the Resource Manager (however, Resource Booking BPs are not available in generic shells). The Resource Booking is used for booking resources on the Booking Summary Sheet. When the record is approved, the resource is considered to be hard-booked. While the record is pending, the resource booking is considered to be soft-booked. One Resource Booking business process can exist at the company, project, or shell level.
If a Resource Booking and a Timesheet business process have been designed and deployed in Unifier (to be used with the Resource Manager), then these business processes need configuration and setup.
The Timesheet business process can be designed to roll up hours and costs from the time sheet to cost sheets. Required fields are the Resource picker (to pick the resource) and Week of (date). In addition to a Role picker and rate/hours fields, the time sheet detail form can include an Activity picker (to link the time sheet to a schedule sheet activity), Account Code picker (to link to the company accounts sheet), and Project picker (to link to a project). Only one time sheet business process can exist at the company level. However, multiple workflow schemas are allowed.
Some of data elements and data definitions used with the Resource Manager need data set values. (See Adding and Managing Data Sets.) Data definitions that will require data set values include:
- SYS Resc Calendar NW Day Type
- SYS Resource Proficiency
- SYS Resc Work Type
- SYS Resource Skill
- SYS Resource Interest
In This Section
Configuring Resource Manager at Company-level
Configuring Resource Manager Configuration Package
Setting up the Resource Manager in Projects or Shells
Last Published Monday, August 28, 2023