Assigning Resource Codes

With potentially hundreds of resources in use across the enterprise, resource codes provide an efficient means for tracking and sorting resources for reporting or analysis.

Use this procedure to assign resource codes to resources. Once assigned, you can categorize resources using codes.

To assign resource codes:

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Resources tab.
  4. On the Resources tab:
    1. Click a resource.
    2. Click the Codes detail window.
  5. On the Codes detail window, click Assign....
  6. In the Select Resource Code dialog box:
    1. Expand a resource code.
    2. Select a code value and click Select.

      Note:

      • The top levels of the hierarchy in the Select Resource Code dialog box represent resource codes. All lower levels of the hierarchy represent resource code values.
      • You can only assign one value from each code to a resource. If you try to assign a second value from the same code, the first value will be replaced with the new value.
  7. Click Save.

Related Topics

Defining Resources and Roles

About Roles

Creating Roles

Assigning a Resource to a Role

Assigning a Role Team to a Role

About Role Teams

Creating Role Teams

Assigning a Role to a Role Team

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Assigning Calendars to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Rates

Assigning Role Codes

Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page

About Resource Teams

Creating Resource Teams

Assigning a Resource to a Resource Team



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Last Published Thursday, January 12, 2023