Add Resources and Assign Resource Managers - EcoSys - 3.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.01)

Language
English
Product
EcoSys
Search by Category
Administration & Configuration
EcoSys Standard Version
3.01

This procedure allows you to add resources along with their details and assign resources managers.

  1. Navigate to Admin > Core Admin > Resource Admin.

  2. Click the Assignment tab.

  3. In the Assign Resource Managers panel, click the Insert Row icon to add a new row for a resource.

  4. Type in the Resource ID and Name.

  5. (Optional) Select the Active check box to make the resource available.

  6. (Optional) Type in the Email ID of the resource.

  7. (Optional) Select the User check box if the resource type is a Human.

  8. Click the ellipsis and select the required value.

    • Parent Resource Path ID

    • Resource Type Path ID

    • Discipline ID

  9. (Optional) Select the SCP User check box.

  10. Click the Save icon. The fields Resource Type Name, Discipline Name and Last Update User auto-populate.

  11. Click REFRESH.

  12. (Optional) Select the Resource Manager check box to enable manager title for the particular resource.

    • You can select Resource manager check box only when the following conditions satisfy:

      • Active and User check boxes must be selected.

      • Resource type must be Human.

    • Resource Manager field highlights in red color if you alter the conditions mentioned in the above note for an existing assigned resource manager.

  13. Click the Save icon. The Assign hyperlink appears in the Assign Resource field.

    Click the Delete Row(s) icon to delete the selected resource.

  14. Click the Assign hyperlink. The Resource Assignment panel appears.

    • By default, the assigned resource is selected as resource manager in the Resource Assignment panel.

    • You can also assign a resource to multiple resource managers.

  15. Click the Insert Row icon to add a new row and assign resource for the selected resource manager.

  16. Click the Resource ID ellipsis and select the resource.

  17. Click SAVE. The Resource Name auto-populates.

    • You can customize the view of the Assign Resource Managers panel from the view settings.

    • Click the Delete Row(s) icon to delete the selected resource.