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: (For a detailed description of this dialog see further down "Edit resources").

    Manage_Resources_Add._new


  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.

    Mange_resource_details


Edit resources

In addition to creating resources, the "Manage Resources" dialog can also be used to edit resources.

Manage_resources_08_18

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

The dialog's options in detail

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.
   

 Finite_Icon.png

 

Define a resource as infinite by unticking its corresponding checkbox,  so 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
   
Manage_Resources_capacity_level

Specify a capacity level if needed (also see above, "The Manage Resource Details" dialog).

The capacity level can be defined as an integer value. A resource with a higher capacity level can complete the same task faster than a resource with a lower capacity level. That means that you do not need to schedule down to a single resource, but than you can cluster some resources into teams.

A dedicated capacity level (i.e. other than the default 1) is indicated in the Resource and the Resource Group view by a white box right next to the resource numer in the table area.

This option can also be set in the "Manage Resource Detail" dialog (see further down "Edit a resource's working time details")

capacity_level_symbol
   
 Manage_Resources__filter_capacity_level Filter the capacity level list by entering the criteria in the search field next to the magnifyer icon. 
The field Capacity Level 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

 

Edit a resource's working time details 

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

manage_resource_details_08_18

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_select_capacity_level

Specify a capacity level if needed.

The capacity level can be defined as an integer value. A resource with a higher capacity level can complete the same task faster than a resource with a lower capacity level. That means that you do not need to schedule down to a single resource, but than you can cluster some resources into teams.

A dedicated capacity level (i.e. other than the default 1) is indicated in the Resource and the Resource Group view by a white box right next to the resource numer in the table area:

 capacity_level_symbol

This option can also be set in the "Manage Resources" dialog (see above "Edit a resource's working time details").
   
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
   
 Standard_Calendar_dark.png On this tab you can specify the default working times of the selected resource.
   
  Manage_Resource_Details_worktime_11_17.png
   
Exeptions_Calendar_dark.png

On this tab you can specify deviations from the standard calendar for the selected resource. (If you want to specify deviations for several resources in one go, switch to the Manage Calendar Exeptions dialog.)

Manage_Resource_Details_exceptions_11-17_2.png

  • Choose start and end date of the period for which the exeption should apply.
  • Type in the new work time for that period or leave it blank if you want to define a non-working time.
 

 

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 as well as modify their resource allocation. The filter options are the same as described above for the "Manage Resource Details" dialog.

Manage_Resource_Groups_11_17.png

Add/remove resources to/from groups

Manage_Resources_Select1.png Click select to open a drop-down list to filter by a certain resource.
   
Manage_Resources_Remove.png By clicking a resource name in the list, all resources that are allocated to the respective group will be highlighted and you can click the "x" symbol to remove this resource from the group.
   
Manage_Resources_Add.png Clicking a resource name two times (note: no double-click), you can add further resources from the drop-down list.
   
Manage_Resources_Select2.png If you click in the resources field of a resource group containing no resources, the opposite button will appear. Clicking this button will open the drop-down list with resources.

More information

Tutorial videos

Webinars

Watch our advanced-beginner webinar that amongst others shows how to work with flexible resources (resources in multiple groups; starting right at the beginning).

 

Table of Content

Additional Resources

Here are some further resources that might be helpful:

Video tutorials

Ebook "7 steps to make your trial a success"