Create and Build Projects › Create Resources

Create Resources

You can manually enter resources in the resource detail pane of a view, define their properties, and assign them to tasks. The resources that you create are automatically available for you to assign to tasks in your project.

Best Practices: If you are using Open Workbench with CA Clarity PPM, create the resources in CA Clarity PPM. Any new resources you create in Open Workbench must have matching resource IDs in CA Clarity PPM in order to save the project to CA Clarity PPM.

You can define resources by categories for reporting and analysis, as groups of more than one, or as roles, such as "Business Analyst." Resources can use different units of measure. Once you create a resource, you define its properties in the Resource Properties dialog box. You can access the Resource Properties dialog box from views that displays the resource detail pane.

To view usage for material and expense non-labor resources, you must set the view's format to cost. To view usage for expense non-labor resources, you must define the billing rate for resources.

To create a resource

1. In a view that displays the resource detail pane, such as the Gantt Chart view, right-click a resource and select Insert from the shortcut menu.

   A new empty resource row is added to the resource detail pane.

2. Right-click the empty resource row, and select Modify from the shortcut menu.

   The General tab on the Resource Properties dialog box opens.

3. Define the resource's general and advanced properties, and click OK.

   The Resource Properties dialog box closes.

Note: See the Resource Management User Guide for more information.

More information:

About Resources

About Labor and Non-Labor Resource Types

About Spreadsheet Views

Update Resource Data

Define Resource or Role General Properties and Availability

Define Resource Advanced Properties

Add Resources to Tasks

Save Projects to Files