View Resources

Resources are defined and maintained in Admin mode at the company level. You can view resources that are hard-booked for a project or across multiple projects.

To view resource details:

In User mode, do one of the following:
- To view resources across projects, select Company Workspace tab> Resource Manager > Resources.
- To view resources for a project, select Projects tab > project > Resource Manager > Resources.
The Resources log displays the following information for each resource:
- Resource Code: Automatically generated, manually entered, based on the configuration.
- Resource Name: This is the name of the resource.
- Resource Type: Description of the resource.
- Default Resource Capacity (Hrs): Default value is 8. This defines the number of hours a person can work in a day.
- Sunday (Hrs.).....Saturday (Hrs.): Depending on the design of the Resource Attribute form, these fields may or may not appear on the General tab. If they do, they will show the number of hours the resource can work on each of these days. The system will use these values to calculate the resource's Capacity per week.
Select a resource and click Open.
In the Resource Properties window, select any of the following tabs:
- General: This tab may vary greatly with the design of the resource attribute form you imported. Fields may include:
- Roles: Displays any roles that have been associated with the resource.
- Skills: Displays any skills associated with the resource.
- Calendar: The calendar displays bookings, vacation days, and so on for the resource.
- Projects: Displays the projects in which the resource is booked and booking specifics.

See Also