Add Resources and Assign Resource Managers - EcoSys - 3.02 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.02)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
3.02

This procedure allows you to add and update resource details, and delete resources. Also, you can identify resource managers and assign resources to them.

  1. Navigate to Admin > Core Admin > Resource Admin.

  2. Click the Assignment tab.

  3. In the Assign Resource Managers panel, click the Insert Row icon to add a new row for a resource.

  4. Type in the Resource ID and Name.

  5. (Optional) Select the Active check box to make the resource available.

  6. (Optional) Type in the Email ID of the resource.

  7. (Optional) Select the User check box if the resource type is a user.

  8. Click the ellipsis and select the required value.

    • Parent Resource Path ID (Applicable only if assigning the resource under a parent level resource.)

    • Resource Type Path ID

    • Discipline ID

  9. (Optional) Select the SCP User check box.

  10. Click the Save icon. The fields Resource Type Name, Discipline Name and Last Update User auto-populate.

  11. Click REFRESH.

  12. (Optional) Select the Resource Manager check box to enable manager title for the particular resource.

    • You can select Resource Manager check box only when the following conditions satisfy:

      • Active and User check boxes must be selected.

      • Resource type must be a Named or Discipline Resource.

    • The Resource Manager field highlights in red color if you alter the conditions mentioned in the above note for an existing assigned resource manager.

  13. Click the Save icon. The Assign hyperlink appears in the Assign Resource field.

    • See Server Settings for 8.8 to prevent resource deletion if assigned to Transactions anywhere in the system.

    • To remove a resource, click the Delete Row(s) icon.

  14. Click the Assign hyperlink. The Resource Assignment panel appears below the Assign Resource Managers panel.

    • By default, the assigned resource is selected as Resource Manager in the Resource Assignment panel.

    • You can also assign a resource to multiple resource managers.

  15. In the Resource Assignment panel, click the Insert Row icon to add a new row and assign a resource for the selected Resource Manager.

  16. Click the Resource ID ellipsis and select the resource.

  17. Click SAVE. The Resource Name auto-populates.

    • You can customize the view of the Assign Resource Managers panel from the view settings.

    • To remove a resource assignment, click the Delete Row(s) icon.