Revising Estimates: Assigning a New Resource Category 

The Revise Estimates form lets you assign a new resource category to a selected project. (If the resource you need has not yet been assigned, it does not appear in the resource Finder list when you enter a detail for revise estimate transaction.)

Note that you must set up the resource for your system before you can assign it to a project.

Also, note that if the category has not yet been assigned to the project, you must post a separate revise estimate transaction to add the category before you can add the resource estimate.

To assign a new resource to a project:

1. On the Revise Estimates form, click the New button beside the Revise Estimates Number field.

2. Enter header information for the transaction, as described earlier in this chapter.

3. Use the Contract, Project, and Category fields to specify the contract, project, and category that you are going to change.

4. Click the second Finder button next to the Resource field.

5. Select the required resource from the list that appears, click Add, and then click Close.

6. Click the Go button to display the fields for the resource category estimate.

7. Enter the estimate for the resource category.

8. Click the Add button.

9. When you have finished adding details, close the detail form, then click Add to add the transaction.

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