DOCUMENTATION - Create and Edit Resources and Resource Groups

Create & edit resources and resource groups

The just plan it software offers various ways of creating and modifiying resources and resource groups that are described in this chapter.

Create resources

There are two ways to create a new resource:

  1. No matter which view you are currently working in, click Resource_Modification_Icon.png in the menu bar to open the "Manage Resources" dialog, then click New_Resource_Group.png and enter the details of the new resource:

    Manage_Resources_New_Resource_03_17.png


  2. Switch to the Resource View and click on New_Resource_Group.png next to the resource group name to open the "Manage Resource Details" dialog. Enter all needed data and and click OK.

    Manage_Resource_Details_03_17.png

Edit resources

In addition to creating resources, the "Manage Resources" dialog can be used to edit resources as well. To call it, either click Resource_Modification_Icon.png in the menu bar or Icon_edit.png in the resource line.

Manage_Resources_07_13.png

 In this dialog, you get an overview of your resources and you can edit them. The dialog allows to:

Resource_Name_Sorting.png Sort the resources by name or by resource group in ascending or descending order by clicking the according table header. The sorting order will be indicated by an arrow symbol pointing in the according direction.
   
ResourceName_Filter.png

Filter the resource list by entering the criteria in the search field next to the magnifyer icon. 
The field Resource Name offers a list with relational operators to select from when you point to the magnifyer icon without clicking.

   
   
Delete.png

Delete one or more resources.
If you want to delete more resources, select them by ticking the checkbox in the first column. Ticking the checkbox in the first row will select all resources.

   
New_Resource_Group.png Create a new resource
   
edit_blue.png Call the "Manage Resource Details" Dialog to see and modify the working time details of a resource

 

Add further resource details 

In the "Manage Resource Details" you can add add further attributes to your resources.

Manage_Resource_Details_Groups_03_17.png

The options in detail:

Manage_Resource_Details_Name_03_17.png Modify the resource name
   
Manage_Resource_Details_Group_03_17.png

Select the resource group/s. One resource can be assigned to multiple groups. The resource is diplayed in all groups it has been assigned to, its allocation in one group being shown in the other groups as well, the bar there being colored with less opacity.

   
Manage_Resource_Details_worktime_03_17.png Determine the working times of the respective resource.
   
Finite_Resource.png If you define a resource as infinite by unticking the corresponding checkbox this means that this resource can be allocated to unlimited tasks at one time. 

Inifinite resources are indicated by an infinity symbol in the Resource View:

Infinite_Symbol.png

 

Create and edit resource groups

Click on Mange_Resource_Groups_icon.png to open the "Manage Resource Groups" dialog, where you can create, edit, and delete resource groups.

Manage_Resource_Groups.png

Tutorial videos