Intro to Resource

In this article, you can learn how to add, organize, and manage resources you plan to use for your project using the Resource Application. There are three types of resources you can use:   Human resource - employee/user you can assign to a Project; Material resource - devices or material resources that your team need to employ in order to complete a Project; Generic resources - a temporary resource allocation for a position/user that has not yet been determined but that is needed for project planning; and that will be confirmed at a later date.   You can open the Resource application by selecting the Resource icon from the Home page. You will be redirected to the Human resources section of the Resource application. This displays the list of Human resources available to assign to your Projects.   You can add resources, find resources, sort them by Name, Location, Responsible, and Status   You can make the view wider by clicking on the arrow button on the lower left corner of the area’s main space.

Human resources

Select Human resources from the left sidebar. The standard view of the Human resources list contains columns for Name, Location, Resource ID, Email, Phone, Responsible and Status.

  • You can add a new human resource by selecting the New Human Resource + button.

 

 

  • To find a resource, you can use the Find resource field and search by Resource name, resource ID or email. Start typing in the Find resource field to search the desired resource.

 

 

  • You can change the columns displayed by selecting the three dots   icon next to any column’s name. Check the columns you wish to have displayed and click on the Apply button. 

 

Material resources

Select Material resources on the left sidebar. The standard view of the Material resources list contains columns for Name, Location, Resource ID, Status, and Responsible.  

 

  • You can add Material resources by clicking on the New Material Resource + button.

 

 

  • To find a resource, you can use the Find resource field and search by Resource name or resource ID. Start typing in the Find resource field to search a resource.

 

 

  • You can change the columns displayed by selecting the three dots icon next to any column’s name. Check the columns you wish to have displayed and click on the Apply button. 

Generic resources

Select Generic resources on the left sidebar. The standard view of the Generic resources list contains columns Name, Resource ID, Status.  

 

  • You can add Generic resources by selecting the New Generic Resource + button.

 

 

  • To find a resource, you can use the Find resource field and search by Resource name or resource ID. Start typing in the Find resource field to search the desired resource.

 

 

  • You can change the columns displayed by selecting the three dots   icon next to any column’s name. Check the columns you wish to have displayed and click on the Apply button. 

 

 

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