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 to create a new resource.

Fill in the required fields in the section and then switch to section .

If desired, enter the employee's private address and other relevant data 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".

Transfer personnel number

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

Search for resource

To access a resource, select the link under in the General section. Read more in the article "Resource Search".

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.