Adding Resources

Perform these steps to add resources to the resource pool. Resources include the personnel and equipment that perform work on activities across all projects. Resources are generally reused between activities and/or projects. Resources can be distinguished as either labor, material, or nonlabor. Labor and nonlabor resources are always time-based, and material resources, such as consumable items, use a unit of measure you can specify.

To add a resource:

On the Navigation Menu, expand Resources and click Administration.
On the Resources page, click Resources.
On the Resources tab:
1. Click Add and select Sibling Resource or Child Resource.
2. In the Resource ID field, type an ID for the new resource.
In the General detail window:
1. Type a Resource Name for the resource.
2. Select the Active option if the resource is available.
3. Enter any other information in the appropriate fields.
In the Units and Prices detail window:
1. Click Add.
2. Configure the Effective Date, Max Units/Time, and Standard Rate.
3. Enter any other information in the appropriate fields.
Click Save.

Tip

If you intend to use reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software can cause a comma to be interpreted as a delimiter between data items.
You can also importing resource data from a Microsoft Excel (.xlsx) spreadsheet.

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