Resource Maintenance Form — Overview
The Resource Maintenance form is available on standard projects. It lets you assign resources to a project, and it provides a convenient summary of the cost of a particular project resource and the revenue and profit the resource has generated to date.
You use the Resource Maintenance form to:
-
Assign specific resources to a project that has an Estimate status.
-
Set cost and revenue estimates for project resources.
-
View information about a particular resource, once the project is open and you have begun to process transactions for the resource.
-
Open a form that lets you view the estimate for a selected resource category.
You can add a new resource at any time. To change a resource that you have added to an open project, however, you must use the Revise Estimates form.
To assign a new resource to a project:
-
Expand the project on the tree, then right-click the folder for the resource you want to assign.
-
Click New [Resource] on the menu that appears.
-
Assign categories to the resource, and set estimates for each resource category.
Note that you can assign only resources that you previously set up using the associated resource setup form in the PJC Setup folder.
To view an existing resource:
-
Expand the project on the tree.
-
Expand the folder for the type of resource you want to view (for example, Employee or Equipment).
-
Click the particular resource you have assigned to the project (for example, employee number 44652).
The program displays the selected resource in the Resource Maintenance form, in the right-hand panel.
-
To view or edit the estimate for a resource category, expand the folder for the selected resource on the tree, then click the resource category. (You can also select the subcategory on the Resource Maintenance Categories tab, then click the Detail button to view the estimate in a separate form.)
You can also select a resource on the Project Resource List, then click the Detail button to view the resource in a separate Resource Maintenance form.
For information about a field, use the Field List button at the top of this page.
Click one of the buttons below for information about the corresponding tab on the Resource Maintenance form:
Estimates