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:
- Create a project
The project is the top-level container in your Project Tree, and holds your various catalogs, resources, business items, organizations, and other modeling elements. - Create a resource catalog
Resource catalogs are used to store your resource definitions and resources. By default, each project contains a resources catalog called Resources. - Create a resource definition
Resource definitions provide common attributes for similar or related resources in your process models. - Create a resource
Each of the resources used in a business to perform a process or task can be modeled and placed in the Project Tree for use in process diagrams. - Create a role
Roles define a set of capabilities that are necessary for performing tasks within your processes. - Add costs to a resource
A cost is the amount of money an organization must pay to use a resource in a task or process. Costs can be added to a particular resource in any process that you want to model. - Create a timetable
A timetable indicates when a particular resource is available or when a particular cost applies. It enables you to schedule a resource or determine when a cost will apply to specified tasks or processes.
Completed Resource Example
By default, each project contains a resources catalog called Resources.
Under the Resources catalog, the following are created:
Under the Resources catalog, the following are created:
- Computers resource catalog
-Desktop Computer (resource definition)
-Desktop Computer No. 27 (resource)
- Personnel resource catalog
- Team Lead (role)
- Kim Lee (resource)
- Day Shift (Timetable)
Related links
Module 1: Creating resources
Parent topic:
Tutorial: Quickstart
Related concepts
Resources
Resource catalogs
Costs
Roles
Timetables
Parent topic:
Tutorial: Quickstart
Related concepts
Resources
Resource catalogs
Costs
Roles
Timetables
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