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.
There are two ways to create a new resource:
- No matter which view you are currently working in, click in the menu bar to open the "Manage Resources" dialog, then click and enter the details of the new resource:
- Switch to the Resource View and click on next to the resource group name to open the "Manage Resource Details" dialog. Enter all needed data and and click OK.
In addition to creating resources, the "Manage Resources" dialog can be used to edit resources as well. To call it, either click in the menu bar or in the resource line.
In this dialog, you get an overview of your resources and you can edit them. The dialog allows to:
|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.|
Filter the resource list by entering the criteria in the search field next to the magnifyer icon.
Delete one or more resources.
|Create a new resource|
|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.
The options in detail:
|Modify the resource name|
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.
|Determine the working times of the respective resource.|
|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:
Create and edit resource groups
Click on to open the "Manage Resource Groups" dialog, where you can create, edit, and delete resource groups.