Adding a Resource

Modified on Tue, 23 Apr at 11:52 AM

To add a resource into Projectal, follow these steps:


  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Resources button to display the Resources screen.
  3. Click the Add button on the Resources screen toolbar.
  4. This will display the New Resource screen.



Name

Enter the name of the resource.


ID

Enter an optional identifier of the resource.  It could be the short code for the resource.


Description

Enter a description for the resource.


Cost

Enter the cost of the resource.  If there is no cost associated with this resource then you can leave it as 0.


Color

Click the color swatch to set or clear the color for the resource.  The color can used in other screens to highlight items by resource.


Currency

Enter the currency of the cost of the resource.  For example, USD or EURO or GBP or CAD or AUD.


Tip: You can change the list of currencies to match those used by your company using the Lists screen.


Frequency

Enter the frequency when the cost payment for the resource is incurred.  For example, per year or per month or per week or per day or per hour.


Quota

Enter the number of units of this resource that you have in the company.  Projectal uses this information to alert you in the Resource Planner when you have availability of the resource or are overusing the resource.


Example: Your company has 25 LED screens that are used on virtual production projects.  You would add an "LED screen" resource into Projectal and set the quota to be 25.  The Resource Planner in Projectal will tell you when you have LED screens available or when you have exceeded the 25 units.


Files

Click the Add File button to display the Files screen.  Select a file attach to the resource.  Multiple files can be attached a resource.


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