General Detail Window of the Resources Tab of the Administration Page

Overview

Use this detail window to modify basic information about a selected resource.

Screen Elements

Details section

Resource ID field

The unique identifier for the resource.

Resource Name field

The name of the resource.

Office Phone field

The office phone number for the resource.

Active option

Determines whether the resource is currently active. A selected option indicates the resource is active.

Non-active resources might have left the organization, but are not deleted from the system since they might have actual hours.

Office Phone field

The office phone number for the resource.

Resource Type list

The resource type. Valid values are:

Labor: Indicates that the selected resource performs labor, measured in units of time.

Nonlabor: Indicates that the selected resource does not perform labor, measured in units of time. Equipment is a nonlabor resource.

Material: Indicates that the resource has a unit of measure other than time. You can select a unit of measure for the material resource.

Employee ID field

The resource identifier within the organization, typically the employee number or social security number.

Other Phone field

The alternate phone numbers for the resource.

Parent Resource field

A resource categorized at a higher level than the current resource, in a resource hierarchy.

The parent resource is generally the larger department or organization for which you work.

For example, a salesperson might be assigned to an element of the resource hierarchy called Region 1 Sales.

Unit of Measure field

The unit of measure used for the material resource.

Title field

The job title for the resource.

For example, a resource may have the title Senior Engineer.

Email field

The email address for the resource.

Location field

The geographical location.

Notes section

Work area

The area where you can enter a note.

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