In addition to the "human resources" (employees, freelancers, etc.) of a company, depending on definition and a projects requirements, the term "resource" can also include the following categories:

external companies (suppliers, project partners, etc.)
equipment (machines, vehicles, tools, localities, etc.)
materials (spare and wear parts, office inventory, etc.)

The rest of this article, however, will focus on employees as resources. Managing resources is an essential part of the planning process in a project.

Create new resource

Use the main menu to switch to the "General" section and select the entry under "Resources" to create a new resource.

Resource number: Click the button to automatically assign a number to the new resource. If you want to assign a specific resource number, enter the desired number manually.
Select the appropriate entries from the stored tables in the drop-down lists. In case of extensive lists, entering the first letter of the desired entry makes the selection process easier.

Fill in the required fields in the area and switch to section . Set the status to "Active" in order to be able to use the resource in the system. Select the master main group and the master group. In the holiday overview you add the holiday entitlement by clicking on the button. For further information on this topic, please refer to the article "Holiday Management". If desired, enter the employee's private address and other relevant data in the section .

You can delete entered geo-coordinates using the button or specify different coordinates in the section.

Finally save the new resource using the icon . From this point on the resource can be found in the Innosoft system.

Further areas...

Enter the section in order to specify employee qualifications. For more information see the article "Edit skills of a resource".
: For information on how to store documents for the resource, see the article "Attachment of Documents".
: For this topic please read the article "Tracking Changes to Objects".

Setting a weekend schema

A resource can be assigned a different weekend schema. Select the desired schema from the drop-down list in the resource in the section under "Further data". These weekends will be displayed in the planning board. The selected weekend schema of the resource is used for the capacity chart, the workload of the resource (in %), automatic assignment length determination , SLAs and maintenance.

Weekend schemas can be predefined in the General settings in the section. For more information, see the Resources article.

Adding an image

In the area in the "Image" section, you can add an image for the selected ressource, which will be displayed in the ressource search. To do this, click on and select your desired picture. Click on to remove an image. Save your changes by clicking on .

If you have not defined an icon, a predefined image will be used for the search. For more information on configuring default images, see the article "Search".

Transfer personnel number

You can change the personnel number of your ressource by clicking on "Transfer personnel number" under "Actions".

Search for resource

To access a resource, select the link under "Resources" in the "General" section. For more information on how to use the search, see the article "Search for Objects". If no resource is available, a new resource can be created by clicking the button. The paragraph "Create new resource" explains the procedure.

Deactivate resource

If a resource can temporarily not be used, deactivate the resource in the section by changing the status from "Active" to "Inactive". Save the change by clicking on . The resource can be reactivated at any time.

Delete resource

If a resource is to be permanently removed, first call up the resource dataset via the search and click on the button. Select and confirm your choice by using the button.

Use of resource data

Now you can Assign the Resource to a Project or find the appropriate resource for an assignment via the Interactive Slot Search in the Resource Planning.