Create Resources

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

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

Note: If the Resource and Team objects have attributes with the same ID, Open Workbench picks the attribute in the Team object.

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. You can access the Resource Properties dialog from views that display the resource detail pane.

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

Follow these steps:

Open a view that displays the resource detail pane, such as the Gantt Chart view.
Right-click a resource and click Insert in the shortcut menu.
Right-click the empty resource row that is added to the resource detail pane, and click Modify in the shortcut menu.
Define the general and advanced properties for the resource, and click OK.

Note: For more information, see the Resource Management User Guide.

More information:

Add Resources to Tasks

Resources

Labor and Non-Labor Resource Types

Spreadsheet Views

Update the Resource Data

Define a Resource's or Role's General Properties and Availability

Define the Resource's Advanced Properties

How to Save Projects to Files