Adding Resources to the Collaboration (Initiating and Invitee Partner)

When an invitee partner has accepted the collaboration request, a collaboration record is created. The next step is for both the initiating partner and the invitee partner to add resources to the collaboration.

Resources can be the positions of employees in the partner’s company or organizations in the partner’s company. Each partner in the collaboration adds positions and organizations in its own company.

To add resources to the collaboration

1. Both the initiating and the invitee partners navigate to the Partner Collaboration screen.

2. In the Collaborations list, the partner selects a collaboration.

3. The partner navigates to the Resources view.

4. In the Resources list, the partner adds a record and selects resources, using the following fields.

   Field	Description
   Primary	Select a resource from this list.
   Resource Name	The name of the resource, entered automatically when you select the resource using the Primary list.
   User ID	If the resource is a position, the employee’s login ID is entered automatically when you select the resource using the Primary list.
   Organization	If the resource is an organization, the organization is entered automatically when you select the resource using the Primary list.
   Type	The type of the resource, position, or organization, entered automatically when you select the resource using the Primary list.
   Description	The description of the resource, entered automatically when you select the resource using the Primary list.
   Start Date	The date when the resource becomes available, entered automatically when you select the resource using the Primary list.
   End Date	The date when the resource is no longer available, if one exists, entered automatically when you select the resource using the Primary list.