Registering Resource Groups—Exercises

Basic Data Setup

Company

Purpose: The purpose of this exercise is to show you how to set up a company.

Windows:
Create Company Assistant

1. Create the company that should be associated with your resource group, if it has not already been created.
2. Alternatively to step 1, you can use Company 10.

General exercise for Company Setup

Calendar

Purpose: The purpose of this exercise is to show you how to create a calendar.

Windows:
Calendar

1. Create a calendar that should be associated with your resource group, if this has not already been done.
2. Save your changes.

General exercise for Work Time Calendar

Project Cost Element

Purpose: The purpose of this exercise is to show you how to create project cost/revenue elements.

Windows:
Project Cost/Revenue Elements

1. Create a project cost element which can be connected to your resource group.
2. Save your changes.

General exercise for Setting Up Project Cost/Revenue Elements

Resource Categories

Purpose: The purpose of this exercise is to show you how to create resource categories.

Windows:
Project Basic/Resource Category

1. Create a resource category to which your resource group can belong if desired.
2. Save your changes.

General exercise for Entering Resource Categories

Company Employees

Purpose: The purpose of this exercise is to show you how to set up employees.

Windows:
Company/Employees

1. Query for your desired company. This should be the company that you will connect to your project reporting resource group in the following exercise.
2. To add an employee, enter an employee number. Then enter the desired person ID, or select it from the List of Values. For example, you might add the person ID connected to your user as an employee of Company 10.
3. Save your changes.

General exercise for Company Setup

Main Exercise

Purpose: The purpose of this exercise is to show you how to register resource groups.

Windows:
Resource Group
Resource Group/Cost
Resource Group/Capacity
Resource Group/Standard Price
Resource Group/Employee

Registering a Resource Group

1. Open the Resource Group window.
2. Create a new record. Enter a resource ID starting with XX, substituting XX with your initials.
3. Enter a resource description.
4. Optionally, enter a resource category or select it from the List of Values.
5. Enter a calendar ID or select one from the List of Values. This should be the calendar ID for your resource group.
6. Enter the company ID to which your resource should belong, or select it from the List of Values. The default company for your user is suggested. The resource company must be the same as the project company, e.g. Company 10.
7. Enter a project cost element or select one from the List of Values (optionally for project reporting resources).
8. Save your changes.
9. Click the Cost tab.
10. Create a new record.
11. Enter a date, such as today's date, in the Effective From field.
12. Enter a later date in the Effective To field.
13. Enter the desired cost per hour for this resource, where the cost is in the company's accounting currency.
14. Repeat steps 9–12 to specify different costs for additional time periods. Note that your periods cannot overlap in time.
15. Save your changes.
16. Click the Capacity tab.
17. Create a new record.
18. Enter a date, such as today's date, in the Effective From field.
19. Enter a later date in the Effective To field.
20. Enter the normal number of hours per day that your resource is available in the Normal Capacity field, and the maximum number of hours per day in the Max Capacity field.
21. Repeat steps 16–19 to specify different normal and max capacity values for additional time periods. Note that the periods cannot overlap in time.
22. Save your changes.

Note: For an example of a resource group, you can refer to the resource group E10.

Registering a Project Reporting Resource Group

Note: To be able to do this exercise, you must use an executable containing both IFS/Project Reporting and IFS/Project.

1. Repeat steps 1–7 in the above Registering a Resource Group exercise.
2. Select the Project Reporting Resource check box.
3. Save your changes.

Note: Once you select the Project Reporting Resource check box, the planned cost for this resource will be based on the standard price list from IFS/Project Reporting instead of the costs specified on the Cost tab. The Cost tab is unavailable and two additional tabs, the Standard Price and Employee tabs, are made available. Even when you run an executable without the IFS/Project Reporting component, the Cost tab will be unavailable.

4. Click the Standard Price tab.
5. Create a new record. The report code is automatically set to %. It must have this value to be able to report planned cost to the activity.
6. Enter the desired price per hour in the Internal Price field.
7. Enter a date, such as today's date, in the Valid From field.
8. Enter a later date in the Valid To field.
9. Repeat steps 5–8 to specify different prices for additional time periods. Note that your periods cannot overlap in time.
10. Save your changes.

Note: The internal prices that you have entered will now appear as rows on the Internal Price/Standard Price tab.

11. Repeat steps 15–21 in the Registering a Resource Group exercise above to specify the capacity for the resource.
12. Click the Employee tab.
13. Specify the employees who should belong to this resource group. For each employee you want to add, create a new record and enter the employee number, or select it from the List of Values.
14. Save your changes.

Note: For an example of a project reporting resource group, you can refer to Resource Group E20.