Resource is a major Business Object that tracks resources
(employees) available to be assigned to Tasks.
A resource's associated information provides availability and
allocated time views for managers. A resource record is required for each
person who will be assigned Tasks. The Resource Management
mApp®
Solution
uses a
One-Step™
Action
to replace the Track Time
One-Step Action
on Incident (or other Business Objects) to use resource. You do not have to use
resources on Tasks that are linked to another Business Object (Incident,
Problem, Change).
For example, if an IT manager needs to assign an employee to a
specific project that requires full time employment status and hardware skill,
they can review the resource records to determine which employees meet those
requirements.
All resources must be in your User Info Table, but not all users have
to be a resource. The Name field within resource is validated to the Full Name
field in User Info.
Tip: Before you create resources, we recommend that you set
up roles, skills, and rates (in that order). Since resources use roles, skills,
and rates, it will save time to set them up first.
To create an individual resource:
- From the
CSM Desktop Client
or
CSM Browser Client
menu bar, select
.
- Select the resource name and employment type.
Department autopopulates based on the resource name, but
you can choose a different option.
- Select primary role and enter work week hours.
The
Primary Role field will be unavailable until
you assign roles in the
Role Assignment tab of the form arrangement.
- Operational Percent: Enter a number from 0
to 100 to indicate the percent of work week hours spent on day-to-day
operational and administrative (non-project) tasks. The
Available Project Hours field automatically
calculates using the
Operational Percent and
Work Week Hours values.
For example, with 40 Work Week Hours and an Operational
Percent of 10, the resource will have 36 Available Project Hours.
Work Week Hours and Operational Percent plus PTO numbers are used
during the creation of Resource Time records.
- Select
Save, and then select the
Create Resource Time Records link (under
Actions). This creates a time record for each
day of the rest of the calendar year and the following year, which will be used
to determine availability at the role and resource level.
Use the
Update Resource Time Records link to update
the time records.
Use the
Delete Resources link to delete the record.
Use the form arrangement for the remaining
steps:
- Assign roles and skills using the
Role Assignment and
Skill Assignments tabs.
- Use the
Tasks tab to create Work Items.
You can create costs using the Cost Item - Labor Business Object.
- From the menu bar, select
.
- Select
Cost Item - Labor from the
Type drop-down list, then select the
New button.
- Select the resource name.
The
Role and
Rate Name fields autopopulate based on the
resource name, but you can choose a different option.
- Select the
Billable check box, if applicable.
- Select the date, start time, end time, and hours.
The rate autopopulates and after the hours are filled in, the
total cost is calculated.
- Add or view scheduled PTO and resource times using the
Scheduled PTO and
Resource Times tabs.
Use the
Additional Resource Time Entries Automation
Process to create resource times.
The record must be in an active status before the
Resource Times tab is updated.
You can change the status of the resource by selecting the
Change Status link in the default form, but the
Primary Role field must be completed first.