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Create Resource Classes

Follow these steps:

  1. Open Administration, and from Finance menu, click Setup.

    The financial organizational structure appears.

  2. Click Resource Classes.

    The list page appears.

  3. Click New.

    The create page appears.

  4. Complete the following fields:
    Resource Class

    Defines a unique resource class ID. This field is display-only after the class is created.

    Description

    Defines the detailed description of the class.

    Resource Type

    Specifies the type for the resource class. This field is display-only after the class is created.

    Values:

    • Labor
    • Material
    • Equipment
    • Expense
    Active

    Indicates if this resource class is active. An inactive resource class is unavailable for new references on resources, cost plans, and transactions.

  5. Click Save.

More information:

Financial Classes

Resource Classes

Edit Resource Classes