Project Planning Resources

In all ReliaSoft desktop applications except MPC, project planning resources can be assigned to actions in order to track the required costs and time in the Project Planner and anywhere else that actions are used. Because project planning resources are shared throughout the database, any change made to one is automatically applied to all actions in the database that use it.

To open the Project Planning Resources window, choose File > Manage Database > Project Planning Resources. (In a secure database, only users with the "Manage project planning resources and working days" permission will be able to create and edit these resources; other users can select from the resources that have already been predefined.)

Cost Categories

Cost categories can be created from the Project Planning Resources window, or when you are creating/editing a facility, material or individual user account. Enter the Currency Symbol to use for displayed costs at the bottom of the window.

Teams

Teams can be created from the Project Planning Resources window, or when you are defining an action. A team can include:

Note that you cannot assign a cost category directly to a team. Instead, the team's cost/utilization is based on the cost category and maximum hours per day for each team member. Both of these properties are set on the Alerts/Actions tab of the User Login and Contact Information window.

Facilities

Facilities can be created from the Project Planning Resources window, or when you are defining an action.

Materials

Materials can be created from the Project Planning Resources window, or when you are defining an action.

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