This procedure allows you to view or update the resource related attributes.
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Navigate to Resource Management > Data and Attributes.
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Click the Data and Attributes tab.
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(Optional) Click the Resource ellipsis and select the resource that you want to update.
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Click the Resource Name hyperlink. General panel appears.
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Key Information
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Type in the Resource ID and Resource Name.
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Click the ellipsis icon and select the following fields:
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Resource Type
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Discipline
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Unit of Measure
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Type in the Email ID.
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Type in the External Key.
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Update skills of the resource:
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Click the Skills hyperlink. Resource Skills panel appears on the right-hand side.
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Click the Insert Row icon to add a new row for resource skills.
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Click the Resource Skills ID ellipsis and select the resource skill.
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Click SAVE. The Resource Skills Path ID and Resource Skills Name fields auto-populate.
Click the Delete Row(s) icon to delete the selected line item.
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Click the Rate hyperlink. The rate of the resource appears in the Resource Rate panel on the right-hand side.
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Scheduling Settings
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Select the Effective Start Date and Effective End Date.
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Click the ellipsis icon and select the following fields:
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Time Unit ID
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Time Card Profile ID
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Location
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Click the ellipsis icon and select the following fields:
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Location
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State/Province
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Country
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Type in the following:
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Street Address
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Zip Code
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Phone Number
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Mobile Phone Number
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