Adding a resource
unavailable in ajeraCore
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Note:
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You can
add resources to overhead projects to identify vacations and other nonbillable
time. |
To add a resource
- 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.
- Click the Manage tab.
- 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.
- 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) |
- 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) |
- 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.
- To get the most benefit from your reports, be sure to enter estimated start and completion dates.
- Complete the other fields, as needed.
- Click Save.
Tasks
