Create a Resource

To create a resource:

  1. On the Manage Resources page, click the Add icon.

  2. On the Create Resource page, add these resource details:

    • A unique name

    • A unique code

    • A description

  3. Select these resource attributes:

    • Type of the resource

      The type determines whether the resource is a labor or equipment

    • Class of the resource

      The lookup code for this resource class is defined in the Setup and Maintenance work area

    • Usage UOM, which is the unit of measure for the planned and actual usage of the resource

  4. If you require to define cost rates for the resource, select the Costing enabled check box.

  5. (Optional) If your organization is enabled for tracking by project, and you want to cost this resource, select these attributes:

    • Costing enabled check box

    • The default expenditure type of the resource

      The specified expenditure type is used while transferring the resource transactions to Costing

  6. Click Save and Close.

You can schedule a resource in a work definition and work order if the usage UOM belongs to the UOM class as defined in the profile SCM Common: Default Service Duration Class (RCS_DEFAULT_UOM_CLASS_CODE_FOR_SVC_DURATION). For any scheduled resource, it's recommended that this profile be set to a UOM class that represents units of measure for Time.