From the Navigation Window:
Step 1. Click Knowledge Base
Step 2. Expand the Editors group
Step 3. Click the Resources Library then set up Resources for assignment to Action Tasks of Standard Actions and Actions, in any of the following groups:
•Labour
•Equipment
•Materials
•Contractors.
Step 1. Set these up first in the Contractors Editor Form and flag them as Resources, to make them available in the Resource Library
Step 2. Set the Resource name
Step 3. Add optional information to User Field 1 and User Field 2
Step 4. Set the Standard Rate and Unit
Step 5. Click Save
See How To Set Up Contractors to complete Step 1.
Step 1. Select an existing Resource then left-click the New Task in the Task Bar
Step 2. Select either Top Level Resource, or Resource, as required, where a Top Level Resource is used to create diverse sub-groups e.g. within Equipment:
•Heavy Plant
•Light Plant
•Heavy Vehicle
•Light Vehicle
Step 3. Enter the Resource data
Step 4. Click Save
Step 5. Set Rates for Resources as follows:
•Labour - Select a Unit of Measure from the fixed list; Minute, Hour, Day, Week, Year
•Standard Rate
•Overtime Rate
•Double Rate
•Equipment - Select a Unit of Measure from the fixed list; Minute, Hour, Day, Week, Year
•Standard Rate
•Standby Rate
•Materials - Select a Unit of Measure from the System Code List
•Standard Rate
•Contractors - Select a Unit of Measure from the Unit of Measure
•Standard Rate
Contractor Resources may be given multiple rates with differing units of measure, as required.
Resources are configured much the same as other hierarchies, but they are not physically deleted, just flagged.
For a Labour Resource it is best to use standard position titles rather than actual staff names, as this avoids problems with privacy and with staff changing positions.
Any combination of Resources can be added to an Action Task in the Action Form. See Action Form Tasks for more details.