Managing Resources

There are two types of resources: human and material. Human resources are normally in charge for task completion and task executors; material resources depend on the character of the task. It can be equipment, various materials (print, construction etc.), transport, food etc.

To work with resources, first of all you need to switch to Resource sheet view (use Resource Sheet in menu View).

• Making up and editing Resource Sheet
• Making up notes to resources
• Assigning resources to tasks
• Resource calendar
• Work of resources with individual scedule

Making up and editing Resource Sheet

It is possible to add new resource by one of the following methods:

1. Use Add Resource in menu Workspace
2. Use icon Add Resource on the toolbar Workspace
3. Call the context menu and use Add Resource.

The new resource will be added to the end of resource list.

To denote or change a resource information:

1. Call the floating dialog Resource
2. Double-click on the resource

In the dialog the following data is specified:

• Resource name
• Resource type (human or material). To specify a resource type double-click on the cell with resource type, press the arrow on the right and select the needed type.

  

• Cost
• E-mail address (for workers)

In the pop up list on the right, select a period for which payment is done: hour, day, week or month.

Note: Resources can be copied/cut and then pasted to the needed place. For this use Copy / Cut / Paste in menu Edit. For quick selection of all the resources simultaneously use Select All in menu Edit.

To delete a resource:

1. Use Delete Resource in menu Workspace.
2. Use icon Delete Resource on the toolbar Workspace.
3. Call the context menu and use Delete Resource.

Task: In our example, let’s add one more worker – the second assistant and two material resources – equipment and transport.

Adding notes to resources

It is possible to enter an additional information about resource as a note. On directing the cursor to resource this note will be shown in the form of floating notification

Additional information is entered into floating dialog Notes, which is by default located on the right part of the screen. Notes will be assigned to the resource right after you quit the dialog by clicking with mouse on any place of the document out of the dialog. In details about operating floating dialogs read here

Note: On printing the document the task information can also be printed out. For details see Lesson 3.Ways of sharing and converting the document- Printing out the document - Setting document parameters

Task: Add to resource "Organizer" the note "Work coordination of all executors".

As a result you obtain the following resource list:

The following information is denoted about resources: resource name, type, cost, name of the group it belongs to, e-mail for human resources and notes.

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