Friday, November 13, 2015

How to create resources

   
Quickstart tutorial 1-How to create resources
 

Introduction

A resource is a person, piece of equipment, or material used to perform a task or a project. Each resource is a particular occurrence or example of a resource definition and can be saved in your project.
 
In this module, you will learn how to create resources for Quickstart Finance. By defining the resources of the company, you can reuse them in any number of process models rather than having to re-create the same resources for each model. When you have created resources, you can assign them to particular tasks. (Note that you will assign resources to tasks in a subsequent module.)
 
Quickstart Finance has a head office and several branches. You need to define the resources that are involved in the company's loan application process, and learn techniques to add new resources to your resource catalog as efficiently as possible.
 
After completing this tutorial, you should be able to complete the following tasks:
  • Create resource catalogs
  • Create resource definitions
  • Add attributes to resource definitions
  • Create resources
  • Give values to resource attributes
  • Create costs and associate them with resources
  • Create roles and associate them with resources
  • Create timetables and associate them with resources

How to create resources

You can add the following resources:
 
Complete the following tasks to create resources:
 

Completed Resource Example

By default, each project contains a resources catalog called Resources.

Under the Resources catalog, the following are created:

 

  1. Computers resource catalog
    -Desktop Computer (resource definition)
    -Desktop Computer No. 27 (resource)
  2. Personnel resource catalog
    - Team Lead (role)
    - Kim Lee (resource)
    - Day Shift (Timetable)
 

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