Entering Resource Criteria Templates—Exercises

Main Exercise

Purpose: The purpose of this exercise is to show you how to register a resource criteria template.

Windows: Resource Criteria Template

Entering Resource Categories

1. Open the Resource Criteria Template window.
2. Create a new record.
3. Enter a resource criteria template beginning with XX, substituting XX with your initials.
4. Enter an appropriate resource criteria template description.
5. Decide if the template should be the default one to use in projects. Only one template per installation can be used as default.
6. Save your changes.
7. Add a new row in the table.
8. Select criteria and evaluation order. Resource ID is a mandatory criteria and will always be included in the template.
9. Save the record.