Design Requirements for the Resource Manager

For the Resource Manager to work effectively in Unifier, you will need to create the following components in uDesigner:

Note: For more information on these components, see Business Processes Overview.

Role Attribute Form	Displays roles currently available in the attribute form. Roles are for work performed for specific projects, or for general administrative work not specific to any project. The information from this attribute form appears in the Role Properties window. The attribute form data appears on the General tab when a user opens the role from the Resource Manager > Roles node at the company level. In the Role Attribute form, you can only view and modify current roles You cannot create roles or import roles into the attribute form.
Resource Attribute Form	Displays resources currently available in the attribute form. Resources refer to personnel that users can specify for project bookings and assignments. The information from this attribute form appears in the Resource Properties window. The attribute form data appears on the General tab when the user opens the resource BP from the Resource Manager > Resources node at the company level. In the Resource Attribute form, you can only view and modify current resources You cannot create resources or import resources into the attribute form.
Log for the resources	Lists every resource entered into Unifier. Allows users to choose the resource they want to work with.

Role Attribute Form

Displays roles currently available in the attribute form.

Roles are for work performed for specific projects, or for general administrative work not specific to any project. The information from this attribute form appears in the Role Properties window. The attribute form data appears on the General tab when a user opens the role from the Resource Manager > Roles node at the company level.

In the Role Attribute form, you can only view and modify current roles

You cannot create roles or import roles into the attribute form.

Resource Attribute Form

Displays resources currently available in the attribute form.

Resources refer to personnel that users can specify for project bookings and assignments. The information from this attribute form appears in the Resource Properties window. The attribute form data appears on the General tab when the user opens the resource BP from the Resource Manager > Resources node at the company level.

In the Resource Attribute form, you can only view and modify current resources

You cannot create resources or import resources into the attribute form.

Log for the resources

Lists every resource entered into Unifier. Allows users to choose the resource they want to work with.

Design Flow

The following table outlines the design steps necessary to launch the manager and create a role or resource attribute form.

1. Create a data structure (if necessary).	See Creating a Data Structure.
2. Launch the manager.	See Starting an Attribute or Detail Form for a Manager.
3.Create a Role Attribute Form. See the instructions beginning with Adding Blocks to the Attribute Form.	Mandatory fields for the attribute form are: Role name (uuu_role_name) Role status (uuu_role_status)
4. Create a Resource Attribute Form. See the instructions beginning with Adding Blocks to the Attribute Form.	Mandatory fields for the Resource attribute form are: Resource name—uuu_resc_name Resource status—uuu_resc_status Resource code—uuu_resc_code Default resource capacity—uuu_resc_capacity This is the number of hours a person can work in a day. Can be overridden by the capacity fields noted below. If you want to calculate a resource's available hours weekly, include the following fields: Monday hours—uuu_resc_mon_capacity Tuesday hours—uuu_resc_tue_capacity Wednesday hours—uuu_resc_wed_capacity Thursday hours—uuu_resc_thu_capacity Friday hours—uuu_resc_fri_capacity Saturday hours—uuu_resc_sat_capacity Sunday hours—uuu_resc_sun_capacity
5. Create a log for the resources.	See Designing a Log for a Manager.

1. Create a data structure (if necessary).

See Creating a Data Structure.

2. Launch the manager.

See Starting an Attribute or Detail Form for a Manager.

3.Create a Role Attribute Form.

See the instructions beginning with Adding Blocks to the Attribute Form.

Mandatory fields for the attribute form are:

Role name (uuu_role_name)
Role status (uuu_role_status)

4. Create a Resource Attribute Form.

See the instructions beginning with Adding Blocks to the Attribute Form.

Mandatory fields for the Resource attribute form are:

Resource name—uuu_resc_name
Resource status—uuu_resc_status
Resource code—uuu_resc_code
Default resource capacity—uuu_resc_capacity

This is the number of hours a person can work in a day. Can be overridden by the capacity fields noted below.

If you want to calculate a resource's available hours weekly, include the following fields:

Monday hours—uuu_resc_mon_capacity
Tuesday hours—uuu_resc_tue_capacity
Wednesday hours—uuu_resc_wed_capacity
Thursday hours—uuu_resc_thu_capacity
Friday hours—uuu_resc_fri_capacity
Saturday hours—uuu_resc_sat_capacity
Sunday hours—uuu_resc_sun_capacity

5. Create a log for the resources.

See Designing a Log for a Manager.

Last Published Monday, June 3, 2024