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:
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Resources tab.
- On the Resources tab:
- Click a resource.
- Click the Codes detail window.
- On the Codes detail window, click Assign....
- In the Select Resource Code dialog box:
- Expand a resource code.
- 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.
- Click Save.
Related Topics
Assigning a Resource to a Role
Assigning a Role Team to a Role
Assigning a Role to a Role Team
Assigning a Role to a Resource
Assigning a Resource Team to a Resource
Assigning Calendars to Resources
Configuring Timesheet Reporting for Resources
Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page
Assigning a Resource to a Resource Team
Last Published Tuesday, March 26, 2024