Plan/Manual/Resource Editor

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 refer to a calendar that defines the working hours for the resource. Calendars are created using the Work and Vacation Editor.

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

Resources can be Shared or Local. A local resource is only used in the current project. A shared resource can be shared between multiple projects and is stored in a separate file, see Managing Resources.

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 lose 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.
Scope	A resource can be Shared or Local. A shared resource cannot be edited.
Type	The type of 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 per 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.