Plan/Manual/Resource Editor: Difference between revisions

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==Description==
==Resource Editor==
 
===Description===
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| 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.
| 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.
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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 [[Special:myLanguage/Plan/Manual/Managing Resources|Managing Resources]].
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 [[Special:myLanguage/Plan/Manual/Managing Resources|Managing Resources]].


==Toolbar==
===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:
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{{Note|When moving a resource, the resource will lose any allocations.}}
{{Note|When moving a resource, the resource will lose any allocations.}}


==Editing data==
===Editing data===
 
Data can be edited inline as described [[Special:myLanguage/Plan/Manual/Using the Views|here]].
Data can be edited inline as described [[Special:myLanguage/Plan/Manual/Using the Views|here]].
Resources can also be edited using the [[Special:myLanguage/Plan/Manual/Resource Settings Dialog|resource settings dialog]].
Resources can also be edited using the [[Special:myLanguage/Plan/Manual/Resource Settings Dialog|resource settings dialog]].
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==Configuration==
===Configuration===


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{{Plan/Prevnext|prevpage=Task Editor|indextext=Contents|nextpage=Work and Vacation Editor}}
{{Plan/Prevnext|prevpage=Task Editor|indextext=Contents|nextpage=Work and Vacation Editor}}


[[Category:Office]]
[[Category:Office]]

Revision as of 10:57, 1 November 2019

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.