Create Generic Resource Automatically (10.xx)

It is possible to automatically create generic resources based on the various resource types defined in the General setup document of the 'Resources' database. Follow these steps:

1. Go to the 'Setup & Administration' module of the 'Resources' database.
   
2. Select the 'Setup' tab and open the 'General' view.
   
3. Edit the 'General' setup document.
4. Change the value of 'Create the generic resources from the defined resource types?' to 'Yes'.
5. In the field 'Publish in databases?', select the destination databases where the generic resources should be published.
   
6. Save and close the document.
   
   

Results:

1. For each resource type, one generic resource will be created and automatically published in all selected destination databases.
   
2. The name of the generic resource will be computed using the following format: % [ResourceType].
   
3. The external ID of the generic resource is generated by:
   
1. Removing all spaces in the resource's name.
   
2. Keeping the first six characters of the name.
   
3. Adding additional letters if needed to ensure the uniqueness of the external ID.
   

• Related Articles

• Create Generic Resource Automatically (8.xx)

  It is possible to easily create generic resources based on the various resource types defined in the General setup document of the 'Resources' database. For this: Go to the 'Setup & Administration' module of the 'Resources' database, 'Setup' tab, ...

• Create a Timesheet (v8.xx

  Timesheets can be automatically created by the server at the beginning of each week. In this case, the timesheet will be automatically populated with a resource’s assignments for the upcoming week. Automatic generation of timesheets can only be ...

• Create a Timesheet (v10.xx)

  Timesheets can be automatically created by the server at the beginning of each week. In this case, the timesheet will be automatically populated with a resource’s assignments for the upcoming week. Automatic generation of timesheets can only be ...

• Create a Project Request (v8.xx)

  To create a new project request: Navigate to the [Project requests] tab on the Module navigation menu. Select "New request" from the contextual navigation menu. Otherwise select "Project request" from Create Tab. A new Project Request form will open. ...

• Create a Project Request (v10.xx)

  To create a new project request: Navigate to the [Project requests] tab on the Module navigation menu. Select "All" from the contextual navigation menu. From the CREATE menu select "Project request". A new Project Request form will open. Header ...