Resource Settings

Use the Settings panel to add, modify, or remove resource definitions.


Instructions

On the Resources tab, in the Resources group, click Settings to display the Resources panel.

Alternatively, you can press Ctrl + F10 to display the panel.

Resources

Adding and Defining a New Resource

Click Add to add a new entry, or press the INSERT key on your keyboard.

Modifying a Resource

Select an entry and modify the displayed information as needed.

Copying a Resource

Select an entry and click Copy to create a copy of the selected entry or press Ctrl + C.

Removing a Resource

Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.

Moving a Resource

Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl + Up arrow or Ctrl + Down arrow.

General

Name

Enter the name of the resource.

Description

Enter a description of the resource.

Calendar

Select a calendar to use for scheduling the resource.

Modify

Click Modify to modify the selected calendar.

Rate

Default Rate

Enter the default rate for the resource. This rate applies to all activity types for the resource. If you make changes to this value, click Apply rate to apply the rate change.

Use variable rate

Select this check box to use different rates for different activity types.  If you select this option, you can specify a rate for different activity types by selecting the activity type from the Activity Type list and entering a rate in the Rate box.  If you do not specify a rate for an activity type, the default rate will be used for that activity type. The Unit box displays the unit type for that activity type.

Capacity

Default capacity

Enter the default capacity for the resource. This capacity applies to all days for the resource.

Use variable capacity

Select this check box to use different capacities on different days.  If you select this option, you can select a start date for the capacity in the Start column and enter the capacity in the Capacity column. This capacity will apply until the next specified start date in the list.  If you do not specify a rate for a date, the default capacity will be used for that date.