KPlato/Manual/Resource Editor: Difference between revisions

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==Description==
==Description==
The Resource Editor is used to create, edit, and delete resources and resource groups. Resources must belong to resource group. At the moment sub-groups are not allowed.
{|
| The Resource Editor is used to create, edit, and delete resources and resource groups. Resources must belong to a resource group. At the moment sub-groups are not allowed.
|[[Image:Kplato_resourceeditor.png|350px]]
|}


Working resources must refere to a ''calendar'' that defines the working hours for the resource. Calendars are created using the [[Work and Vacation Editor]].
Working resources must refere to a ''calendar'' that defines the working hours for the resource. Calendars are created using the [[KPlato/Manual/Work and Vacation Editor|Work and Vacation Editor]].


Material resources is by default always available. You can use a calendar to limit its availability.
Material resources is by default always available. You can use a calendar to limit its availability.


==Toolbar==
The toolbar provides the means to create and delete resources and resource groups:
The toolbar provides the means to create and delete resources and resource groups:
{|style="text-align:center"
{|style="text-align:center"
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| Button to create a resource. The new resource is appended as a child to the currently selected group. If a resource is selected, the new resource is appended to its parent group.
| Button to create a resource. The new resource is appended as a child to the currently selected group. If a resource is selected, the new resource is appended to its parent group.
|-
|-
| Delete Selected Items || <keycap>Delete</keycap> || Deletes the selected resources and/or resource groups.
| Delete || <keycap>Delete</keycap> || Deletes the selected resources and/or resource groups.
|}
|}




Resources can be moved to a different resource group using drag-and-drop.
Resources can be created by dropping data from any application that supports dragging [[KPlato/Manual/Definitions#vCard|vCard]] information, like ''KAddressBook'' or ''Evolution''.
{{Note|If the resource is allocated to a task, the allocations will be lost.}}


=Editing data=
Resources can be copied or moved to a different resource group using drag-and-drop.
Data can be edited inline as described [[KPlato Manual/Using the Views|here]].
{{Note|When moving a resource, the resource will loose any allocations.}}
Resources can also be edited using the [[KPlato Manual/Resource Settings Dialog|resource settings dialog]].
 
==Editing data==
Data can be edited inline as described [[KPlato/Manual/Using the Views|here]].
Resources can also be edited using the [[KPlato/Manual/Resource Settings Dialog|resource settings dialog]].


The following columns are displayed as default:
The following columns are displayed as default:
{{Todo|Default columns}}


=Configuration=
{| border="1" cellpadding="5" cellspacing="0"
Using the context menu, the view can be configured to split/unsplit the tree view or it can be configured using the configure dialog.
| style="background:#efefef;" | '''Column'''
| style="background:#efefef;" | '''Description'''
|-
| Name
| The name of the resource or resource group.
|-
| Type
| The type of the resource or resource group.
|-
| Initials
| The initials of the resource.
|-
| Email
| The e-mail address of the resource.
|-
| Calendar
| The calendar defines when the resource is working.
|-
| Limit (%)
| The maximum load that can be assigned.
|-
| Available From
| Defines when the resource is available to the project.
|-
| Available Until
| Defines when the resource is available to the project.
|-
| Normal Rate
| The cost pr hour, normal hours.
|-
| Account
| The account where the resource cost is accumulated.
|}
 
==Configuration==
 
 
{|
| Using the context menu, the view can be configured to split/unsplit the tree view or it can be configured using the configure dialog.
The configure dialog enables you to tailor the amount of information the view displays to fit your needs.
The configure dialog enables you to tailor the amount of information the view displays to fit your needs.
|[[Image:Kplato_resourceeditor_config.png|350px]]
|}


{{Todo|config dialog image}}


----
{|
{|
|width="70%"|   
|width="70%"|   

Latest revision as of 07:51, 9 September 2010

Under Construction

This is a new page, currently under construction!

Description

The Resource Editor is used to create, edit, and delete resources and resource groups. Resources must belong to a resource group. At the moment sub-groups are not allowed.

Working resources must refere to a calendar that defines the working hours for the resource. Calendars are created using the Work and Vacation Editor.

Material resources is by default always available. You can use a calendar to limit its availability.

Toolbar

The toolbar provides the means to create and delete resources and resource groups:


Button Short cut Description
Add Resource Group Ctrl+I Button to create a resource group. The new group is appended at the end of the groups.
Add Resource Ctrl+Shift+I Button to create a resource. The new resource is appended as a child to the currently selected group. If a resource is selected, the new resource is appended to its parent group.
Delete Delete Deletes the selected resources and/or resource groups.


Resources can be created by dropping data from any application that supports dragging vCard information, like KAddressBook or Evolution.

Resources can be copied or moved to a different resource group using drag-and-drop.

Note

When moving a resource, the resource will loose any allocations.


Editing data

Data can be edited inline as described here. Resources can also be edited using the resource settings dialog.

The following columns are displayed as default:

Column Description
Name The name of the resource or resource group.
Type The type of the resource or resource group.
Initials The initials of the resource.
Email The e-mail address of the resource.
Calendar The calendar defines when the resource is working.
Limit (%) The maximum load that can be assigned.
Available From Defines when the resource is available to the project.
Available Until Defines when the resource is available to the project.
Normal Rate The cost pr hour, normal hours.
Account The account where the resource cost is accumulated.

Configuration

Using the context menu, the view can be configured to split/unsplit the tree view or it can be configured using the configure dialog.

The configure dialog enables you to tailor the amount of information the view displays to fit your needs.


Next
Work and Vacation Editor
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