Create a resource

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Resources are job titles, systems or machines that are assigned to specific activities within a process to identify responsibility for completing that activity. For more information see About resources.

 

Click here to view a screenshot of the Resource Library dialog

 

 


 

 

To create a resource:

 

1.From the Tools menu choose Resources and then Resource Library.

 

2.In the Resource Library dialog, select either the Central Library or a local map.

 

Note: If resource groups exist you can create a new resource within a group by selecting the group before proceeding to Step 3.

 

3.From the Resource menu choose New.

 

4.Enter the following details for the new resource:

 

Resource Name is the full title of the resource (for example, Supervisor of IT Planning and Coordination).

Display Name is the name of the resource as it will be displayed on activities (for example, Supervisor).

Info Field 1 and Info Field 2 allows additional information to be added about the resource, for example department.

Rate is the rate of the resource, defined as Per second, minute, hour, day, week or year.

 

Note: The Display Name will be used to display the resource on activities. If the Display Name is not specified then the Resource Name will be used.

 

5.Click OK.

 

 

To copy resource to a resource group:

 

1.From the Tools menu choose Resources and then Resource Library.

 

2.Right-click the resource from the Central Library or a resource group and choose Copy.

 

3.Right-click the resource group and choose Paste.

 

Note: A copy of the resource will always exist in the Central Resource Library. This method allows you to promote a local resource to a central resource.

 

 

Related topics

 

Adding resources

 

Merging resources

 

Importing resources

 

Creating resource groups

 

Deleting resources and resource groups

 

Editing resources and resource groups

 

Assigning roles