Managing Resources › How to Create Resources and Roles › Create a Non-Labor Resource

Create a Non-Labor Resource

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

• Activate their status
• Create a password

See the Administration Guide for more information.

The following procedure explains how to create a non-labor resource (material, equipment, expense). Though some of the fields vary depending on the resource type you select, the overall steps for creating each type of resource are the same.

Follow these steps:

1. Open Home, and from Resource Management, click Resources.

   The list page appears.

2. Click New.

   The select resource type page appears.

3. Complete the following fields:

   Resource or Role

   Specifies whether the resource is a resource or role.

   Values: Resource or Role

   Default: Resource

   Resource Type

   Specifies the type of resource or role you want to create. In lists and in portlets, displays the resource type.

   Values: Labor, Equipment, Material, Expense

   Default: Labor

4. Click Next.

   The create page appears.

5. Complete the following fields in the General section. In the Organizational Breakdown Structure section, specify the OBS you want to associate with the resource for security, organizational, or reporting purposes.

   Name

   Defines the name of the non-labor resource.

   Resource ID

   Defines the unique identifier for the resource. Resource ID is a display only field.

   Required: Yes

   Unique: Yes

   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

   Indicates the primary role for the resource. Roles can change from investment to investment. A primary role lets other CA Clarity PPM resources see at a glance the primary area of expertise of a resource.

   Category

   Defines the category that is used to identify the area of expertise for the resource.

   Example: "Software Development" or "Product Marketing"

   Employment Type

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

   External

   Specifies whether the resource works for an outside company.

   Default: Cleared

   Date of Hire

   Specifies the hire date for the resource.

   Date of Termination

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

   Availability

   Defines the number of hours in a business day that the resource is expected to work. The availability number is automatically multiplied by 5, the number of days in a standard workweek.

   Required: Yes

   Default: 8

   Example: If you enter 7, the resource is assumed 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, the resource is assumed available to work 8 hours a day for a total of 40 hours per week.

   Input Type Code

   Specifies an 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 desktop scheduler, such as Open Workbench and Microsoft Project.
   • Other. Indicates that actuals are imported from a third-party program.

   Default: Clarity

   Open for Time Entry

   Specifies if the resource can track time spent on task assignments using timesheets. When cleared, the resource cannot log time on any project.

   Default: Selected

   Include in Datamart

   Specifies the resource for inclusion in datamart. When cleared, the resource is not added in datamart.

   Default: Cleared

   Resource Manager

   Identifies the name of the person creating the resource.

   Default: The name of the resource logged in to CA Clarity PPM

   Booking Manager

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

6. In the Organizational Breakdown Structures section, define the OBS you want to associate with the resource for security, organizational, or reporting purposes.

   See the CA Clarity Basics User Guide for more information.

   Department

   Defines the financial department and entity associated with the resource. The department belongs to the same entity as the location.

   Location

   Defines the location used to match the investment with debit and credit rules for transaction processing of chargebacks. If system or entity defaults indicate that the source location is taken from the investment, use location to match the investment with rate and cost matrices.

   See the Administration Guide for more information.

7. Click Save.