Create a Resource
To create a new Resource:
- Search for Resources.
- Select Resources from the search results.
- Select New.
- Complete the required fields on the Resource Card.
- Save the Resource.
Complete the General Fast Tab
The General Fast Tab stores the Resource's core information and uniquely identifies the employee within the system.
Complete the following fields as required:
| Field | Description |
| No. | Specifies the unique identifier assigned to the Resource |
| Name | Specifies the employee's full name. |
| Search Name | An alternative name used when searching for the Resource |
| Resource Type | Classifies the Resource for reporting and planning purposes |
| Default Work Type Code | Automatically populates new timesheet entries with a predefined Work Type |