Administrative Help

Creating Resource Types

Administrators create resource types to define the "resource pools" that workspace members can be a part of. Each resource type can (and likely will) have multiple members associated with it, but each member can be associated with a single resource type. The resource types you create will depend on how your organization is doing its resource planning.

For example, you might create a resource type "Development" and assign all your programmers to that resource type.

To create A Resource type:

On the Administration Home page, under Resources, click Resource Types.
A list of resource types displays.
Click New Resource Type.
The Resource Type Details screen displays.
Type the name of the resource type you are creating in the Name text box.
To specify billing rates for the resource type:
Note: If you do not select or type internal and external billing rates, the resource type will default to a rate of 0.

To specify an internal billing rate:
Type an hourly rate (in integers) in the Internal Rate field, or
Click the Billing Rate selector icon and choose a predefined internal billing rate.
For details on using the Billing Rate selector, see Using the Billing Rate Selector.

To specify an external billing rate for the resource type:

Type an hourly rate (in integers) in the External Rate field, or
Click the Billing Rate selector icon and choose a predefined external billing rate.
For details on using the Billing Rate selector, see Using the Billing Rate Selector.

Type a brief description of the resource type in the Description text box.
If you want to assign enterprise users to the resource type:

Click Browse Member Directory.
Select the users you want to assign, then click Save & Close.
For details on using the Member Directory, see Using the Member Directory.

Important: Each user or external resource can only be assigned to one resource type. If you select a user or external resource that is already assigned to a resource type, they will be reassigned to the new resource type.

Click Save to create the resource type.