For the Resource Manager

If you have access to the Resource Manager feature, it needs attribute forms to define the roles that will be used for a project (such as "accountant," or "electrician") and to collect personnel data for the resources that will fill these roles.

Note: If you do not create an attribute form for the Resource Manager, Unifier will create a default one to support basic information, such as the resource name.

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Resource Manager.
  3. On the right pane, click:
    • New > Role Attributes to create a role attribute form
    • New > Resource Attributes to create a resource attribute form

    The Edit Studio window opens.

  4. Under the General tab, enter a name for the form and a description. The type is pre-populated.
  5. Click OK to save and close the window.

    After you click OK, uDesigner displays the name of the form on the right pane and automatically creates a detail form. At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.


Last Published Monday, June 3, 2024