Managing Resources › Manage General Resource Properties

Manage General Resource Properties

Associations are defined from main resource and role properties pages.

Use the following to define resource and role associations:

Properties

Profile information about the resource or role. You can edit these fields, and define additional resource, group, and OBS access to the resource or role.

Skills

Use this page to view a list of skills associated with a labor resource, and to add or edit skill information. Associating skills with labor resources can be helpful for those trying to match labor resources to roles and projects.

Allocations

This page lists all the projects to which the resource or role has been added. Use this page to add and remove projects to and from the workload for the resource, and to edit the amount of time the resource or role has been allocated to a project.

Calendar

This page displays the calendar by month for the resource. Use this page to view scheduling exceptions, such as special non-workdays or shift information, if you have identified such information. You can change calendar information for a resource to which you have the Resource - Edit access right.