How to Create Resources and Roles › Resource Management: Prerequisites › Create a Labor Resource or Role

Create a Labor Resource or Role

You can create a labor resource using either the Home or Administration menus. When you create labor resources from the Home menu, your administrator must activate the new resources. The administrator activates their status and creates a password for login.

Note: In this scenario, the resource manager creates resources from the Home menu. The administrator activates the resources from the Administration menu. As an administrator, to create and activate a resource, open the Administration menu, and from Organization and Access, click Resources.

Follow these steps:

1. Open Home, and from Resource Management, click Resources.
2. Click New.
3. In the Resource or Role field, select Resource.
4. In the Resource Type field, select Labor.
5. Click Next.
6. Complete the Create Resource-Labor page including the following fields:

   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 identifies the area of expertise of the resource.

   Example: Software Development or Product Marketing.

   External

   Specifies whether the resource works for an outside company.

   Default: Cleared

   Availability

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

   Default: 8

   Note: This field is mandatory and must be greater than zero only for the Labor type of resource or role. ETC is based on availability. An expense type of resource or role that is assigned to a task does not have a default ETC.

   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 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 use timesheets to track time that is spent on task assignments. 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 resource currently logged in.

   Booking Manager

   Indicates the default booking manager for this labor resource.

7. Click Save.
8. To define the resource or role availability, click the Calendar tab.
9. (Optional) Click the Properties tab, and click Contact Information. Complete the fields and save your changes.