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Use the General tab on the Resource Properties dialog box to review or set basic resource or role attributes, such as the resource's tracking, billing, and availability data. When you define resource or role availability, it applies to all time periods except those explicitly specified to be different. If you assign usage to a resource which exceeds the resource's availability for a specific time period, the resource become over committed.
Note: Resource IDs are held in memory during a given Open Workbench session. For example, if you create or open a project with a resource with the ID of jdoe on project A, and create the same resource on project B, the ID for the resource on project B is jdoe-0. To avoid this, create the resource record in project A, then copy and paste it into project B.
To define a resource or role's general properties
The General tab on the Resource Properties dialog box opens.
Defines the name of the resource.
Defines the resource category. Use categories for selecting and filtering different groups and classes of resources in the view.
Defines the unique ID for the resource.
Defines the resource's billing rate applicable today. If the resource has a variable rate over time, enter the variable rate in a time scaled view.
Note: If you are using Open Workbench with CA Clarity PPM, you can enter a zero billing rate.
Default: 1.0
Defines the resource's type.
Default: Labor
Values: Labor, Equipment, Material, or Expense.
Defines the resource's default availability in hours per day.
Note: If you are using Open Workbench with CA Clarity PPM, zero (0) availability is supported.
Default: The amount defined on the calendar, typically 8.0
Limits: > 0
Enter the first date the resource is available to work on projects.
Enter the last date the resource is available to work on projects.
The Resource Properties dialog box closes.
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