Managing Resources › How to Create Resources and Roles › Create Labor Resources

Create Labor Resources

Once resource profiles are created, you can start assigning work to them. However, new resource profiles must be enabled by your CA Clarity PPM administrator to allow them to log in to CA Clarity PPM. Your CA Clarity PPM administrator must do the following:

Note: See the Administration Guide for more information.

The instructions that follow explain how to create a labor resource.

To create a labor resource

  1. Select Resources from the Resource Management menu.

    The Resource List page appears.

  2. Click New.

    The Select Resource Type page appears.

  3. To create a labor resource profile, accept the default resource type and click Next.

    The Create Resource - Labor page appears.

  4. To create a role profile, for Resource or Role, select "Role". Then, for Resource Type, select the type of role you want to create. Click Next.

    The Create Resource page appears.

  5. Complete the following fields in the General section as needed.
    Last Name

    Defines the resource's last name.

    First Name

    Defines the resource's first name.

    Resource ID

    Defines the resource's unique identifier.

    Email Address

    Defines the address to which notifications and other CA Clarity PPM communications are sent.

    Note: The address must be accurate and up-to-date.

    Primary Role

    Specifies the primary role for the resource. Though roles may change from investment to investment, it is helpful to identify a primary role for a resource. This lets other CA Clarity PPM resources see at a glance the resource's primary area of expertise.

    Category

    Use this field to enter a category for the resource that might help to further identify their area of expertise. For example, you could enter "Software Development" or "Product Marketing."

    Employment Type

    Indicates whether the resource is a contractor or a full-time employee.

    External

    Specifies whether the resource works for or is used for an outside company.

    Default: Cleared

    Date of Hire

    Click the Select Date icon to select the hire date for the resource.

    Date of Termination

    Specifies the termination date (if applicable) for the resource.

    Availability

    Enter the number of hours in a business day that the resource is available for work or is expected to work. The default number for this field is 8, which you can change at any time. CA Clarity PPM automatically multiplies the availability number by 5, which is the number of days in a standard work week. For example, if you enter 7, CA Clarity PPM will assume that the resource is able to work 7 hours a day, 5 days a week, for a total of 35 hours per week. If you use the default of 8, CA Clarity PPM will assume that the resource is available to work 8 hours a day for a total of 40 hours per week.

    Input Type Code

    Defines the input type code for the resource. This code is used for billing purposes.

    Track Mode

    Indicates the tracking method used to enter time for this resource.

    Values:

    • Clarity. Staff members enter time against their assigned tasks using timesheets.
    • None. Non-labor resources, such as expenses, materials, and equipment track actuals through transaction vouchers, or through a scheduler, such as Open Workbench or Microsoft Project.
    • Other. Indicates that actuals are imported from a third-party program.

    Default: Clarity

    Open for Time Entry

    If you select Clarity as the tracking mode, select this field to enable the resource to enter time using timesheets.

    Include in Datamart

    Select this field to include this labor resource's profile in the Datamart data extraction job. If you do not select this field, this labor resource's information will not be included in reports based on Datamart tables.

    Resource Manager

    Identifies the name of the person creating the resource. Click the Browse icon to select a different resource manager.

    Booking Manager

    Specifies the default booking manager for this labor resource or role.

    Active

  6. In the Organizational Breakdown Structure section, click the Browse icon next to the OBS you want to associate with the resource for security, organizational, or reporting purposes.
  7. Click Submit.

More information:

Create Roles

Edit Resource and Role Properties and Associations