Resource Overview
Use
In this Web application, you can create a new resource object or display an existing resource object.
You navigate to this view, by choosing Portfolio Management → Administration → Resources. Then choose Create New to create a new resource or choose Search to get a list of existing resources. When you click a resource, you can see the detailed information of this resource.
Features
Display Resource
When you click a resource, you can see the detailed information of this resource.
Create New Resource
General Information
Here, you are required to provide information about the resource in the fields described below.
Field |
Status |
Explanation |
First Name |
Mandatory |
First name of the resource. |
Last Name |
Mandatory |
Last name of the resource. |
Email ID |
Mandatory |
Email ID of the resource. |
Bucket |
Optional |
Select the name of the bucket to which the resource should be given authorization. Use the binocular icon to open the bucket selection window. Specify the portfolio name and select the bucket from the displayed list. Use the eraser icon to clear the field. For more information, see Bucket Selection. |
Portfolio |
Updated by the system |
The portfolio is displayed based on the bucket selected above. |
Default Job Function |
Optional |
Select the job function from the dropdown list. |
Employee ID |
Optional |
Specify the employee ID if searching for an employee. It may be updated by the resource and external employees. The ID is automatically displayed for an internal employee. |
UserID |
Optional |
This is the valid existing user-id within the R/3 system to which the resource will be mapped. To be specified for the resource and external employees. It is automatically displayed for the internal employee. |
Category |
Optional |
Select the category to which the resource belongs, from the dropdown list. |
Subcategory Value |
Optional |
Select the subcategory from the dropdown list, which is dependent on the category selected above. |
Availability Schedule
Here you can specify the availability schedule of the resource.
You have saved your entries in the General Information section.
You add a schedule, by specifying the number of rows you wish to add in the Add More Rows field and choose OK. Then enter the respective fields:
Fields |
Explanation |
From
|
The date from which the resource will be available. Enter manually in mm/dd/yyyy format or use the date picker to specify the date. |
To |
The date up to which the resource will be available. Enter manually in mm/dd/yyyy format or use the date picker to specify the date. |
Status |
Select Active or Inactive from the dropdown list. |
Area |
Select the geographical location at which the resource would be available from the dropdown list |
Location |
Select the location within the above geography at which the resource will be available. |
Availability |
Specify a positive number less than 24. |
To delete a schedule, select the row you want to delete and choose Delete.