Adding a resource

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Note:

 

You can add resources to overhead projects to identify vacations and other nonbillable time.
  • You can add a labor resource in Schedule Manager. The resource appears in both Schedule Manager and on the Manage tab of the Project Command Center.
  • To add a resource

    1. If you are not already working with the project, open it by clicking it in the project list at the top of the Project Command Center.
    2. Click the Manage tab.
    3. Click the icon in the Description column where you want to add a resource, and then select Add labor, Add expense, or Add consultant.

    A new row for the labor, expense, or consultant resource appears.

    1. In the Type column for the resource you added, click the cell and then click to select the type of resource.

    For a

    You select

    Labor resource

    An employee type

    Expense resource

    An activity

    Consultant resource

    A vendor type that is identified as a consultant (the Consultant check box is selected for the Vendor Type)

    1. In the Resource column, click the cell and then click to select the resource.

    For a

    You select

    Labor resource

    An employee

    Expense resource

    A vendor

    Consultant resource

    A vendor who is identified as a consultant (the Consultant check box is selected for the Vendor Type)

    1. In the Reference/Commitment # column, type a short description that helps you further identify a consultant or expense resource. You use it to distinguish budget items when managing vendor invoices.

    Always enter an ID in this field.

    1. To get the most benefit from your reports, be sure to enter estimated start and completion dates.
    2. Complete the other fields, as needed.
    3. Click Save.