Resources¶
Human and material resource are involved in the project.
Project allocation defines its availability.
As group of person
- A resource can be a group of person.
- Useful in initial project planning.
- You create the fictitious resource with capacity > 1.
Example
- If you want a group of three peoples then resource capacity must be set to 3.
Section: Description
Field | Description |
---|---|
Id | Unique Id for the resource. |
Photo | Photo of the resource. |
Real name | Name of the resource. |
User name | Name of user. |
Initials | Initials of the resource. |
Email address | Email address of the resource. |
Profile | Profile of the user. |
Capacity (FTE) | Capacity of the resource, in Full Time Equivalent. |
Calendar | Calendar defines the availability of the resource. |
Team | The team to which the resource belongs. |
Phone | Phone number of the resource. |
Mobile | Mobile phone number of the resource. |
Fax | Fax number of the resource. |
Is a contact | Is this resource also a contact? |
Is a user | Is this resource also a user? |
Closed | Flag to indicate that the resource is archived. |
Description | Complete description of the resource. |
* Required field
Field: Capacity (FTE)
- 1 (full time).
- < 1 (for part time working resource).
- > 1 (for virtual resource or teams, to use for instance to initialize a planning).
Field: Is a contact
- Check this if the resource must also be a contact.
- The resource will then also appear in the “Contacts” list.
Field: Is a user
- Check this if the resource must connect to the application.
- You must then define the User name and Profile fields.
- The resource will then also appear in the “Users” list.
Section: Function and cost
This section allows to define functions and cost of the resource.
Main function
- Main function allows to define the default function.
Resource cost definition
- Allows to define the daily cost, according to the functions of the resource.
- The daily cost is defined for a specific period.
Field | Description |
---|---|
Function | Function of the resource for the selected cost. |
Cost | Daily cost of the resource for the selected function. |
Start date | Start date for the cost of the resource, for the selected function. |
End date | End date for the cost of the resource, for the selected function. |
Field: End date
- The end date is set when a new resource cost is defined in the same function.
- The end date is the day before the start date in the new resource cost entry.
Resource cost management
- Click on
to create a new resource cost.
- Click on
to update an existing resource cost.
- Click on
to delete the resource cost.

Resource cost dialog box
Field | Description |
---|---|
Function | Function to be selected. |
Cost | Daily cost of the resource for the selected function. |
Start date | Start date for the cost of the resource, for the selected function. |
Field: Function
- The default value will be the main function.
Field: Start date
- Start date must be set when a new resource cost is created for the same function.
Section: Miscellanous
Field | Description |
---|---|
Don’t receive team mails | Box checked indicating that the resource doesn’t want to receive mails sent to the team. |
Teams¶
The team is a group of resources gathered on any criteria.
Note
- A resource can belong to only one team.
Use for
- To affect all team members of a project.
- To filter resource data in work, cost and planning reports.
- To set attachment, note and document visibility to the team.
Section: Description
Field | Description |
---|---|
Id | Unique Id for the team. |
Name | Name of the team. |
Closed | Flag to indicate that team is archived. |
Description | Complete description of the team. |
Section: Team members
- List of the resources members of the team.
Button: Affect all team members of a project
- This button allows to affect all team members of a project.
- The allocation dialog box will be displayed.
Calendar¶
This tool allows to define calendars.
How it works
- It allows to define exceptions to the default definition.
- In default definition, week days are days work and weekend days are days off.
Note
- Exceptions can be defined for the current year and the next years.
Default calendar
- A calendar named “default” is already defined.
- By default, this is the calendar of all resources.
- Days off defined in this calendar is displayed in Gantt, real work allocation and diary.
- It cannot be deleted.
Specific calendar
- A specific calendar can be created to define days off and work to a resource.
- Days off defined in this calendar is displayed in real work allocation and diary.
Import calendar definition
- It is possible to import exceptions definition of a calendar in another.
- Existing exceptions of current calendar are not changed.
Note
- The calendars are not linked.
- You have to re import the definition to apply changes.
Section: Description
Field | Description |
---|---|
Id | Unique Id for the calendar. |
Name | Name of the calendar. |
Section: Year
Field : Year field
- Select year of displayed calendar.
Button : Import this year from calendar
- Copy exceptions of the selected year of the selected calendar into current calendar.
Section: Calendar days

Year calendar
A calendar of selected year is displayed to give a global overview of the exceptions existing.
- In white, days work.
- In gray, days off.
- In red, exception days work.
- In blue, exception days off.
- In bold, current day.
Just click on one day in the calendar to switch between off and work day.