Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a Generic Resource (Browser)

Use the Generic Resources form to add a new generic resource for planning purposes.

To create a new generic resource:

  1. From the Navigation menu, select Settings > Resource Planning > Generic Resources.
  2. Perform one of the following actions:
    • To add a new resource, click + New Generic Resource.
    • To add a new resource based on the generic resource that is currently displayed, click Actions > Copy, rename the copied generic resource, and then edit the data for the new resource.
    • To update an existing generic resource, select a generic resource from the Generic Resource List and modify the field information as needed.
  3. In the unlabeled Description field at the top of the form, enter text that describes the generic resource.
  4. In the Code field, enter a unique, alphanumeric identifier for the generic resource.
  5. Select a Supervisor for the generic resource.
    When you enter an employee name in this field, Vantagepoint creates a hyperlink between the employee name and the corresponding Employees hub record. Click the hypertext link to display the info bubble, and then click More to open the supervisor record in on a separate browser window.
  6. Select a Status for the generic resource, Active or Inactive.
    You cannot assign an inactive generic resource to a project plan.
  7. Select a Labor Category for the generic resource, such as Principal, Project Manager, Architect, and so on.
    You can change the labor category if the generic resource is not assigned to any type of plan.
  8. Enter or select the Labor Code name and mask associated with the generic resource.
    You can only select a single labor code name. Available values are alphanumeric labor code names and masks derived from labor code billing rate tables that are marked as available for use in planning.
    • The code name only (not the mask) is shown in the field when a selection is made.
    • This is conditionally shown.
    • The labor code name may only be edited if the generic resource is not assigned to any plan.
    • If the labor codes are not in use, this field is not displayed.
    • Administrators must select labor code combinations that are consistent with thelabor code billing rate tables that have been established for use in Planning. Therefore, only labor codes set up in rate tables are available.
  9. Enter or select the Organization for which the generic resource works.
    Organizations are discrete business units in your company. You can set up organizations by region, function, responsibility, and so on. If no organizations are set up, this field is not displayed.
  10. To enter or edit skill information for the generic resource, click +Add Skill below the Skills grid and enter the skill and level in the new row.

    Your administrator defines employee skills/disciplines and their associated levels in Settings > Labels and Lists > Lists.

  11. Select Primary if the skill is the generic resource's primary skill.
    You must assign one primary skill for a generic resource. If the generic resource has multiple skills and you attempt to delete the primary skill, a message appears prompting you to first designate a different skill as the primary. You can then delete the original primary skill from the grid.
  12. Click Save.