Managing Resources › Manage General Resource Properties › Financially Enable Resources

Financially Enable Resources

Financially enable any labor resource involved with financial transactions for posting transactions and for chargebacks.

Follow these steps:

1. With the resource profile open, click Properties, and go to Financial.

   The properties page appears.

2. Complete the following fields:

   Financially Active

   Indicates whether the resource is financially active. Select the check box to enable the resource to record financial transactions against an investment.

   Financial Location

   Specifies the financial location associated with the resource.

   Financial Department

   Specifies the financial department associated with the resource.

   Transaction Class

   Identifies the transaction class for the resource. Used with financial transactions to apply cost.

   Resource Class

   Identifies the resource class for the resource. Used with financial processing.

   Vendor

   Defines the company or resource providing the product or service.

   Target Billing Rate

   Defines the target billing rate for the resource, if applicable.

   Target Billing Rate Currency

   Defines the currency for the target billing rate.

   Target % Billing

   Defines the percentage of the targeted billing rate that is billable.

   Expense Reimbursement Currency

   Defines the currency in which the expenses must be reimbursed for this resource.

   Employee Country Code

   Defines the country code for the resource, if applicable.

3. Click Save.