Create Resource Templates
This article covers Resource Templates which provides standardized setup of Resources. After a Resource Template is defined, it can be selected from the Resource Card or the Resource List.
When creating a new Resource, users are prompted to select a Resource Template, provided that at least one template exists.
Selecting a template automatically populates the Resource Card with default values from the Template fields and Dimensions. Values from the Template can be edited.
To create a new Resource Template:
Navigate to the Role Center > Setup > Template Setup > Resource Templates.
Select New from the ribbon.
Menu
Actions > Dimensions: View or edit Dimensions.
General FastTab
| Field Name | Description |
|---|---|
| Code |
Specifies a unique Code to identify the new Resource Template. |
| Description | Specifies information to identify the new Resource Template. |
| Type | Specifies whether the resource is a Person or Machine. |
| Project Manager | Specifies, if true, this Resource will act as a Project Manager. Project Managers can approve or reject timesheets or expense sheets in layer 1 of approvals. This setting allows the Resource to be chosen as a Project Manager on the Project Card. |
| Project Executive | Specifies, if true, this Resource will act as a Project Executive. Project Executives can approve or reject Timesheets or Expense Sheets in all layers of approvals, as well as view and change any Project. |
| Base unit of Measure | Specifies a standard of measurement of a quantity* for the Resource. Example: DAY, WEEK, MONTH. |
| Resource Group No. | Specifies the Resource Group No. to which this Resource is assigned. |
| Resource Sub Group No. | Specifies the Resource Group No. to which this Resource is assigned. |
| Cost Type | Specifies the Cost Type that is assigned to each Timesheet Line for the Resource. This Cost Type can be used for additional reporting. Example of Cost Type would be LABOR, LABOR-ENG, LABOR-ADM. |
| External Resource | Select this option if the Resource is from an outside source, not employed by the company, e.g., Subcontractor. |
| Blocked | Specifies that the related record is blocked from being posted in transactions, for example, a Resource who has been terminated. |
| Privacy Blocked | Specifies whether to limit access to data for the Resource during daily operations. This is useful, for example, when protecting data from changes while it is under privacy review. |
| Last Date Modified | Specifies the date of the most recent change of information on the Resource Card page. |
| Line Manager | Select a No., from the Resources No. List, as the Line Manager for the Resource. A Line Manager filter can be used when approving Timesheets and Expense Sheets. |
| Line Manager 2 | Select a No., from the Resources No. List, as the Line Manager 2 for the Resource. A Line Manager 2 filter can be used when approving Timesheets and Expense Sheets. |
Invoicing FastTab
| Field Name | Description |
|---|---|
| Tax Group Code |
Specifies the Tax Group that is used to calculate and post taxes applicable to the Resource. |
| Gen. Prod. Posting Group | Specifies the Product Type to link transactions for the Resource with the appropriate General Ledger account according to the General Posting setup. |
| Tax Prod. Posting Group | Specifies the tax calculations needed for purchases and sales. Used to determine accounts at posting. |
| Default Deferral Template | Specifies the default template that contains rules governing how to defer revenues and expenses. |
| Automatic Ext. Text | Specifies that Extended Text will be added on sales or purchase documents for this resource. |
| IC Partner Purch. G/L Acc. No. | Specifies the Partner Purchasing G/L Account Number. |
| Global Dimension 1 | Specifies Global Dimension 1. This field will display the name selected for Global Dimension 1 in General Ledger Setup. |
| Global Dimension 2 | Specifies Global Dimension 2. This field displays the name selected for Global Dimension 2 in General Ledger Setup. |
| Can Approve Own Time | Specifies, if selected (true), the Resource is allowed to approve their own Timesheet on the Time Approval page. |
| Can Approve Own Expense | Specifies, if selected (true), the resource is allowed to approve their own Expense Sheet on the Expense Approval page. |
| Tax Area Code | Specifies the identifier used to calculate and post sales tax. |
Timesheet FastTab
| Field Name | Description |
|---|---|
| Timesheet/Expense Sheet |
Specifies, if true, the Resource can enter Timesheets and Expense Sheets. |
| Time/Expense Sheet Configuration | Configuration Code: Specifies the configuration that applies to this Resource. The configuration choice will determine the starting day, and length of the Timesheet Periods, required approval layers for Timesheets and Expense Sheets, email notifications, and other relevant settings. |
Expense Sheet FastTab
| Field Name | Description |
|---|---|
| Company Credit Card |
Enter the Company Credit Card to be assigned to this Resource. |
Vacation/Flex FastTab
| Field Name | Description |
|---|---|
| Flex Project |
Specifies the Project to be used for Flex time reporting. |
| Flex Task Code | Specifies the Task to be used for Flex reporting. It is recommended to set up a specific Task per Resource. |
| Flex Balance | Specifies the Resource Flex balance. |
| Vacation Project | Specifies the Project to be used for Vacation reporting. |
| Vacation Task Code | Specifies the Task to be used for Vacation reporting. It is recommended to set up a specific Task per Resource. |
| Holiday Project | Specifies the Project to be used for Holiday reporting. |
| Holiday Task Code | Specifies the Task to be used for Holiday reporting. It is recommended to set up a specific Task per Resource. |
Permissions FastTab
| Field Name | Description |
|---|---|
| View Resource Costs |
Specifies, if true, the Resource is allowed to view Resource costs. If not selected, this restricts viewing of Resource costs entries on all Progressus pages and the General Ledger. |
| Edit Resource Costs | Specifies, if true, the Resource is allowed to edit Resource costs on usage transactions such as Project Journals and Budgets. If not selected, restricts editing, that is normally allowed, of Resource costs for entries on all Progressus pages and the General Ledger. |
| Edit Resource Prices | Specifies, if true, the Resource is allowed to edit Resource prices on usage transactions such as Project Journals, Timesheets, and Budgets. If not selected, restricts editing, that is normally allowed, of Resource prices for entries on all Progressus pages and the General Ledger. |
Resource Planning
| Field Name | Description |
|---|---|
| Exclude Res. Planning |
Specifies, if true, the Resource is excluded from being used on Planning Boards. |
| Default Project Role | Specifies the Default Role when added to a Project Team. |
| Base Work Permission Set | Specifies a Work Permission Set that the user will always have, in addition to other Work Permissions Sets. |
| Own Work Permission Set | Specifies a Work Permission Set that the user will have for their Work Assignments, in addition to other Work Permission Sets. |