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.
Log in to the HTML5 client.
Select the Work workspace, Gantt tab.
Select a project in the Project Data Selector.
In the Main toolbar, click on the Edit (
) button to open the Project Administration dialog box.
Select the Team folder, Generic Resources sub-tab.
OR, select the Administration workspace.
Select a project in the Project Data Selector.
Select the Team tab, Generic Resources sub-tab.
Upon clicking the New (
) button, a new line is created at the top of the spreadsheet.
Enter the Name of the generic resource in order to find it easily when creating assignments.
Select:
An Organization or a sub-organization in the Organization selector, which is displayed after clicking the Browse (
) button, in the Organization field.
A Job Classification in the Job Classification selector, which is displayed after clicking the Browse (
) button, in the Job Classification field.
Some Skills in the Skills selector, which are displayed after clicking the Browse (
) button, in the Skills field.
TipThe Match column of the spreadsheet indicates whether there is a Nominative Resource that corresponds to the attributes of the Generic Resource.
Close the Project Administration dialog box.