Maintain Resource

This activity allows you to create and maintain the resource details. The system captures the following details: Resource Code, Equipment/Role Description, Resource Type, Inactive, Usage UOM, Rate Per UOM, Currency, Available Units, Own, Remarks, Calendar and Reason code. The user is allowed to modify the required fields. The system displays the creation and modification details of the resource.

Select the “Maintain Resource” activity under “Masters”

The “Maintain Resource” page appears.

Viewing resource details

Enter the following details in the Filter criteria:

Resource Type	Use the drop-down list box to select the type of resource for which you want to retrieve the resource details. The options displayed are Man can Machine.
Status	Use the drop-down list box to select the status by which you want to retrive the resource details. The options displayed are Active, Inactive and deleted.
Resource Code From	The resource code from which you want to retrieve the resource details.
Resource Code To	The resource code up to which you want to retrieve the resource details.
Resource Name	The name of the resource for which you want to retrieve the resource details.
Retrieve Data From	Use the drop-down list box to select the data from which you want to retrieve the resource details. The options displayed are OU1 abd OU2.

Click the Search button to retrieve the Resource details.

The system fetches and displays the following details in the Resource details multiline based on the specified search criteria:

Resource Code	The unique code that identifies resource.
Equipment/Role Desc.	The description for Equipment/Role.
Resource Type	The system displays Machine or Man as the resource type.
Inactive	The check box status indicates whether the resource code is Active or Inactive.
Usage UOM	The system displays the usage UOM as Days or Hrs.
Rate Per UOM	The rate per UOM for the resource code.
Currency	The system displays the currency as “INR” by default.
Available Units	The available units for the resource code.
Own	The check box status indicates whether the available units are own or not.
Remarks	The relevant remarks regarding the resource code.
Calendar	The calendar code mapped to the resource code.
Reason Code	The reason code applicable for the resource code.

Creating Resource Details

Enter the following fields in the Resource Details multiline:

Resource Code	A unique code for resource.
Equipment/Role Desc.	The description for Equipment/Role.
Resource Type	Use the drop-down list box to select the resource type. The options displayed are Machine and Man.
Inactive	Use the drop-down list box to select the status. The options displayed are Active and Inactive.

Note: If the resource code is attached to a project and the project is in active status, you cannot make the resource code to inactive

Usage UOM	The options displayed are Days and Hrs.
Rate Per UOM	Use the drop-down list box to select the data from which you want to retrieve the resource details. The options displayed are OU1 abd OU2.
Currency
Available Units	The available units for the resource code.
Own	Check the box to indicate the status of the available units. The options displayed are own and not.
Remarks	The relevant remarks regarding the resource code.
Calendar	The calendar code mapped to the resource code.
Reason Code	The reason code applicable for the resource code.

Click the “Maintain” button to save the Resource details.

The system saves the resource details.

The system displays the following in the Resource Details multiline:

Reason Desc.	The description for the reason code.
Data From	The OU from which the resource data is displayed.
Created By	The login user ID of the person who created the resource details.
Created Date	The system date on which the resource details was created
Last Modified By	The login user ID of the person who last modified the resource details.
Last Modified Date	The system date on which the resource details was last modified.

Select the “Attach Notes” link at the bottom of the page to specify notes.

To modify the Resource details

Select the “Maintain Calendar” activity under the “Masters” business component.

The “Maintain Calendar” page appears.

Enter the following field:

Resource Code

The unique code that identifies the resource. (Alphanumeric, 20). Mandatory

On selecting the Resource code, the system fetches and displays the corresponding details in the header and in the tabs. The user can modify the required fields.

Click the “Maintain Resource” button to save the modified calendar details.

The system saves the modified details against the resource code.

The system displays the following in the “Data History” group box:

Created By	The user ID of the person who created the resource details.
Created Date	The date on which the resource details was created.
Last Modified By	The login user ID of the person who last modified the resource details.
Last Modified Date	The system date on which the resource details was last modified.

To proceed

Select the “Maintain Task” link at the bottom of the page.

Select the “Attach Notes” link at the bottom of the page to specify notes.