Resource Data Management
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
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to switch to the "General" section and select the entry
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under "Resources" to create a new resource.
Resource number: Click the button
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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
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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
. Finally save the new resource using the icon
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. From this point on the resource can be found in the Innosoft system.
Enter the section
in order to specify employee qualifications. Select a category and indicate the skills on a scale from 0 (no skills) to 9 (expert). For general information on skills, see the article
"Use of Skills".
: 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".
Search for resource
To access a resource, select the link
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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
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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
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. 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
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button. Select
and confirm your choice by using the
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button.
Use of resource data
Now you can Assign the Resource to a Project or Find Appropriate Resource for an Assignment in the Resource Planning.