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

Create a Non-Labor Resource or Role

You can create non-labor resources and roles including equipment, material, or expense. Create a role as a placeholder in a project to help you plan for tasks and estimate the scope of work.

Follow these steps:

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

    Specifies the role one-level higher than this role in a hierarchy.

    Example: The Application Developer role is a parent to the Web Developer role.

    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: Projector, server

    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.

    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 menu, and under Main, click Financial. Complete the fields and save your changes.
  10. (Optional) For labor and expense resources only, click the Properties menu, and under Main, click Contact Information. Complete the fields and save your changes.