Resources

Navigation: Settings → Resources

Option is used to create and manage Resources. That later on can be used in a project’s lifecycle. There is a possibility to choose Work type for human resources and Material type for disposable physical resources.

Create new Resource


new_resource_settings
1. Go to Settings → Resources.
2. Click New button to add new Resource and fill in Resource’s information:

  • Type: resource type (work or material). Choose Work for human resources, choose Material for disposable physical resources.
  • When Work type resource is selected, additional fields are shown:

    • Account: related Account.
    • Contact: related Contact.
    • Max workload per month, d: max Resource’s workload per month in days.
    • Max workload per day, h: max Resource’s workload per day in hours.
  • When Material type resource is selected, additional field is shown:

    • Title: name for disposable physical resource.
  • UOM: unit of measurement.
  • Currency: select currency that will be used for this new Resource.
  • Enabled: ON enables Resource. OFF – disables Resource.

3. Click Save.

Edit Resource

ResourceRates

Resource standard rate and cost can be set in the Rates tab.

  • Standard rate: rate of amount billed for single unit of measurement for Resource without taxes.
  • Cost: cost for single unit of measurement for Resource without taxes.

NewRate