Key Convert Generic Resources Form

Use the Key Convert Generic Resources form to change one or more generic resource codes throughout Vision. You can also change the labor category or labor code after you assign a generic resource to a project plan.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Utilities > Key Conversions > Generic Resources.

Contents

Field Description
Combine Existing Generic Resources Select this option if you want to consolidate existing generic resources. You can enter an existing generic resource code in the New Generic Resource field.
Generic Resource

Select the generic resource code(s) you want to change by performing one of the following actions:

  • Click Insert to insert a new row in which you can use the Generic Resource Code lookup to select one generic resource code.

  • Click Lookup/Insert to display the Generic Resource Code lookup, where you can select one, more than one, or all generic resource codes.

Name This field displays the name of the generic resource.
New Generic Resource In this field, enter a new generic resource name or number.
Existing Labor Category This field displays the labor category that is associated with the selected generic resource.
New Labor Category Use this drop-down list to select the new labor category.
Existing Labor Code This field displays the labor code that is associated with the selected generic resource.
New Labor Code

Click Lookup/Insert to display the Labor Code lookup. Select a labor code to associate with the generic resource.

If you are combining generic resources, the existing labor code and the new labor code must have compatible labor code masks.