How to create Generic Resources

A Generic Resource is a combination of an Organization and/or a Job classification, and/or Skills. Once created, you will be able to create a Soft Assignment using this Generic Resource.

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Gantt tab.

    1. Select a project in the Project Data Selector.

    2. In the Main toolbar, click on the Edit (EditColor) button to open the Project Administration dialog box.

    3. Select the Team folder, Generic Resources sub-tab.

  3. OR, select the Administration workspace.

    1. Select a project in the Project Data Selector.

    2. Select the Team tab, Generic Resources sub-tab.

  4. Upon clicking the New (NewProject) button, a new line is created at the top of the spreadsheet.

  5. Enter the Name of the generic resource in order to find it easily when creating assignments.

  6. Select:

    1. An Organization or a sub-organization in the Organization selector, which is displayed after clicking the Browse (Hamburger) button, in the Organization field.

    2. A Job Classification in the Job Classification selector, which is displayed after clicking the Browse (Hamburger) button, in the Job Classification field.

    3. Some Skills in the Skills selector, which are displayed after clicking the Browse (Hamburger) button, in the Skills field.

    Tip

    The Match column of the spreadsheet indicates whether there is a Nominative Resource that corresponds to the attributes of the Generic Resource.

  7. Close the Project Administration dialog box.