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Resource Properties

To view main properties, open a resource or role. The General page appears by default. You can also access other properties pages by clicking the links from the content menu.

General

This page contains general information about resources or roles and is organized into the following sections: General and Resource Management, in the case of resources.

Role Labor

This page includes: Name, Role ID, Parent Role, Category, Availability, Active check box, and Booking Manager.

Role Equipment and Material

This page includes: Name, Role ID, Parent Role, Category, Availability, and Active check box.

Role Expense

This page includes: Name, Role ID, Parent Role, Category, and Active check box.

Resource Labor

This page includes: Last Name, First Name, Resource ID, and Email Address.

The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Availability, Resource Manager, Booking Manager, Employment Type, and External check box.

Resource Equipment and Material

This page includes: Resource Name, and Resource ID.

The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Availability, Resource Manager, Booking Manager, and External check box.

Resource Expense

This page includes: Resource Name, and Resource ID.

The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Booking Manager, and External check box.

Settings

This page contains resource settings and is organized into the following sections: General and Time Tracking. This page is only available for Resources.

General

This section includes: Include in Datamart check box, and Active check box.

Time Tracking

This section includes: Track Mode, Input Type Code, and Open for Time Entry check box.

Note: You can secure the Settings page and control which users are allowed to change resource settings.