User Guide › Design › Resources › Resources › Add a Resource

Add a Resource

When defining a resource, it is possible to:

• Define the resource types that are attributed to it (at least one resource type must be defined).
• Select the resource groups to which it should belong.
• Allocate the resource to specific contract parties.
• Allocate the resource to specific services.
• Enter a display name to be used instead of the unique Resource name in the Reports and Dashboard.

To add a resource

1. In the Resources page, click Add New and select Resource.

   The Resource Details page opens.

2. In the General tab:
   1. In Resource Name, type a unique name for the resource. This field is mandatory.
   2. In Display Name, type a name that is displayed in the reports. If the field is not filled, the resource name is taken as the display name.
   3. In Description, type a description of the resource.
   4. In Time Zone, select a time zone from the drop-down list.

   Note: Resource time zone definition is not managed under version control.

   1. In Change Set, select a change set from the drop-down list. This change set is the default change set for the resource. To add a new change set, click Add Change Set. For more information about adding change sets see Adding a Change Set.
   2. In Effective Date, set an effective date for the resource. The effective date (and time) is for when the resource becomes effective. It can be retroactive or a time in the future.
3. In the Details tab:
   1. In Effective, select Yes or No. Setting this field to Yes, tells the calculation engine to consider the resource in calculations (i.e. for this period, the calculation engine takes the resource into account when performing calculation). For example, the figure below indicates a resource that has dates with certain statuses. The Orange range is calculated by the calculation engine and the Yellow range is not.

      

   Note: Since every change in a resource date exists for all the resource dates to follow, if a specific date is changed to be effective or not effective, all the resource dates to follow are updated accordingly. In the above example, if the 30/09 is updated to be effective, the resource is always effective.

   1. In Resource Types, select the resource type(s) of the resource from the Available list and click to add them to the Selected list. This field can be different between different dates. Assigning a resource type is useful when you need to create a custom attribute that is specific to this resource and no other ones.

   If the resource type does not appear in the Available list, click Add Resource Type. The Resource Type Details page is displayed. Edit the fields and parameters as necessary. For more information, see Adding a Resource Type.

   1. In Resource Groups, assign the resource to a resource group or groups. This updates the relevant group as well.
   2. In Services, assign the resource date to a service or services.
   3. In Contract Parties, assign the resource date to a contract party.
   4. Fill in the custom attribute fields, if exist, as required. These attributes are displayed if they were created in the Catalog tab.
4. Click Filter to select different effective dates.
5. Click Apply to save changes and stay in the current page.
6. Click Save to save changes and return to the previous page.
7. Click Cancel to discard changes and return to the previous page.