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In this exercise you will add new [[User|users]] to the system and set their resource profile.
First you will add a new company/branch.
1. Click the [[Internal]] [[User|Users]] [[Menu|menu]].
2. Click the '''New Branch''' tab.
The '''Duplicate Checking''' page is displayed.
[[Image:Ajob21.png]]
3. Type '''IT Group'''.
4. Click the '''Submit''' button.
The new branch is created.
5. Click the '''Save''' button.
The branch is saved.
6. Click the '''New User''' [[Menu|menu]].
The '''Duplicate Checking''' page is displayed.
[[Image:Ajob22.png]]
7. Enter the following [[User|user]] details.
[[Image:Ajob23.png]]
8. Click the '''Submit''' button.
The '''User''' is created.
9. Click the '''Setting Resource''' [[Menu|menu]].
The '''Resource Settings''' screen is displayed.
[[Image:Ajob24.png]]
This screen consists of the following options.
* '''Is Resource''' – indicates that this person works as a company resource in the project. If this option is not enabled the [[User|user]] will not appear on resource lists.
* '''Type''' – choose from Labor, Facilities, Equipment and Materials. You can filter resource lists to display specific types of resources.
* '''Cost Currency Type''' – the currency to be used for calculating the costs of the resource.
* '''Cost Unit''' – choose from per user, per hour, or per day.
* '''Bill Rate''' – the recommended bill rate for the resource.
* '''Cost Fields''' – Base cost and additional costs 1 to 3.
* '''Total Cost and Margin''' (based on bill rate) are automatically calculated.
In addition, this screen displays the '''Indirect Costs''' and '''Pay Rates''' associated with the resource.
These indirect costs and pay rates are derived from the branch and the [[Role|role]].
10. Set the options as shown below:
[[Image:Ajob25.png]]
[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]
First you will add a new company/branch.
1. Click the [[Internal]] [[User|Users]] [[Menu|menu]].
2. Click the '''New Branch''' tab.
The '''Duplicate Checking''' page is displayed.
[[Image:Ajob21.png]]
3. Type '''IT Group'''.
4. Click the '''Submit''' button.
The new branch is created.
5. Click the '''Save''' button.
The branch is saved.
6. Click the '''New User''' [[Menu|menu]].
The '''Duplicate Checking''' page is displayed.
[[Image:Ajob22.png]]
7. Enter the following [[User|user]] details.
[[Image:Ajob23.png]]
8. Click the '''Submit''' button.
The '''User''' is created.
9. Click the '''Setting Resource''' [[Menu|menu]].
The '''Resource Settings''' screen is displayed.
[[Image:Ajob24.png]]
This screen consists of the following options.
* '''Is Resource''' – indicates that this person works as a company resource in the project. If this option is not enabled the [[User|user]] will not appear on resource lists.
* '''Type''' – choose from Labor, Facilities, Equipment and Materials. You can filter resource lists to display specific types of resources.
* '''Cost Currency Type''' – the currency to be used for calculating the costs of the resource.
* '''Cost Unit''' – choose from per user, per hour, or per day.
* '''Bill Rate''' – the recommended bill rate for the resource.
* '''Cost Fields''' – Base cost and additional costs 1 to 3.
* '''Total Cost and Margin''' (based on bill rate) are automatically calculated.
In addition, this screen displays the '''Indirect Costs''' and '''Pay Rates''' associated with the resource.
These indirect costs and pay rates are derived from the branch and the [[Role|role]].
10. Set the options as shown below:
[[Image:Ajob25.png]]
[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]
