Assign a resource

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A resource is an individual, identified by their job title, or a machine or system, that is responsible for a particular activity within a process. See About resources for more information.

 

 

 

 

 

 


 

 

1.Right-click the activity and choose Resources.

 

2.Select the user to add as a resource.

 

3.Select or deselect the following options:

 

Show will display the resource on the diagram.

Costed will take the cost of the resource into account if costing is calculated. A resource that is responsible for a particular activity but does not perform the activity might be a resource that is no costed, for example. Resources that are not costed appear with an asterisk on the diagram.

Percentage is the percentage of time that a resource is dedicated to  a particular activity and is taken into account when calculating process costs.

 

 

Reordering Resources

 

You can change the order of assigned resources as they are displayed on the activity by selecting an assigned resource and clicking Move Up or Move Down .

 

 

Resource Tips

 

To create a new local resource click Add Local Resource.

 

Resources can be copied from one activity to another. Simply click the resource to select it, press Ctrl+C to copy it, select the activity that you want to copy it to and press Ctrl+V. Alternatively, hold Ctrl, then click and drag the resource from one activity to another.

 

 

 

Related topics

 

Resources

 

Costing

 

Removing resources

 

Reporting