Plan/Manual/Resource Editor: Difference between revisions
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==Description== | ==Resource Editor== | ||
===Description=== | |||
{| | {| | ||
| The Resource Editor is used to create, edit, and delete resources and resource groups. Resources must belong to a resource group. At the moment sub-groups are not allowed. | | The Resource Editor is used to create, edit, and delete resources and resource groups. Resources must belong to a resource group. At the moment sub-groups are not allowed. | ||
|[[Image:Plan_resourceeditor.png|350px]] | | [[Image:Plan_resourceeditor.png|350px]] | ||
|} | |} | ||
Working resources must | Working resources must refer to a ''calendar'' that defines the working hours for the resource. Calendars are created using the [[Special:myLanguage/Plan/Manual/Work and Vacation Editor|Work and Vacation Editor]]. | ||
Material resources | Material resources are by default always available. You can use a calendar to limit its availability. | ||
Resources can be ''Shared'' or ''Local''. A local resource is only used in the current project. A shared resource can be shared between multiple projects and is stored in a separate file, see [[Special:myLanguage/Plan/Manual/Managing Resources|Managing Resources]]. | |||
===Toolbar=== | |||
The toolbar provides the means to create and delete resources and resource groups: | The toolbar provides the means to create and delete resources and resource groups: | ||
{|style="text-align:center" | {|style="text-align:center" | ||
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Resources can be created by dropping data from any application that supports dragging [[Plan/Manual/Definitions#vCard|vCard]] information, like ''KAddressBook'' or ''Evolution''. | Resources can be created by dropping data from any application that supports dragging [[Special:myLanguage/Plan/Manual/Definitions#vCard|vCard]] information, like ''KAddressBook'' or ''Evolution''. | ||
Resources can be copied or moved to a different resource group using drag-and-drop. | Resources can be copied or moved to a different resource group using drag-and-drop. | ||
{{Note|When moving a resource, the resource will | {{Note|When moving a resource, the resource will lose any allocations.}} | ||
==Editing data== | ===Editing data=== | ||
Data can be edited inline as described [[Plan/Manual/Using the Views|here]]. | |||
Resources can also be edited using the [[Plan/Manual/Resource Settings Dialog|resource settings dialog]]. | Data can be edited inline as described [[Special:myLanguage/Plan/Manual/Using the Views|here]]. | ||
Resources can also be edited using the [[Special:myLanguage/Plan/Manual/Resource Settings Dialog|resource settings dialog]]. | |||
The following columns are displayed as default: | The following columns are displayed as default: | ||
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| Name | | Name | ||
| The name of the resource or resource group. | | The name of the resource or resource group. | ||
|- | |||
| Scope | |||
| A resource can be ''Shared'' or ''Local''. A shared resource cannot be edited. | |||
|- | |- | ||
| Type | | Type | ||
| The type of | | The type of resource or resource group. | ||
|- | |- | ||
| Initials | | Initials | ||
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|- | |- | ||
| Normal Rate | | Normal Rate | ||
| The cost | | The cost per hour, normal hours. | ||
|- | |- | ||
| Account | | Account | ||
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|} | |} | ||
==Configuration== | ===Configuration=== | ||
{| | {| | ||
| Using the context menu, the view can be configured to split/unsplit the tree view or it can be configured using the configure dialog. | | Using the context menu, the view can be configured to split/unsplit the tree view or it can be configured using the configure dialog. | ||
The configure dialog enables you to tailor the amount of information the view displays to fit your needs. | The configure dialog enables you to tailor the amount of information the view displays to fit your needs. | ||
|[[Image:Plan_resourceeditor_config.png|350px]] | | [[Image:Plan_resourceeditor_config.png|350px]] | ||
|} | |} | ||
{{Plan/Prevnext|prevpage=Task Editor|indextext=Contents|nextpage=Work and Vacation Editor}} | |||
[[Category:Office]] | [[Category:Office]] |
Latest revision as of 14:05, 1 November 2019
Resource Editor
Description
The Resource Editor is used to create, edit, and delete resources and resource groups. Resources must belong to a resource group. At the moment sub-groups are not allowed. |
Working resources must refer to a calendar that defines the working hours for the resource. Calendars are created using the Work and Vacation Editor.
Material resources are by default always available. You can use a calendar to limit its availability.
Resources can be Shared or Local. A local resource is only used in the current project. A shared resource can be shared between multiple projects and is stored in a separate file, see Managing Resources.
Toolbar
The toolbar provides the means to create and delete resources and resource groups:
Button | Short cut | Description |
Add Resource Group | Ctrl+I | Button to create a resource group. The new group is appended at the end of the groups. |
Add Resource | Ctrl+Shift+I | Button to create a resource. The new resource is appended as a child to the currently selected group. If a resource is selected, the new resource is appended to its parent group. |
Delete | Delete | Deletes the selected resources and/or resource groups. |
Resources can be created by dropping data from any application that supports dragging vCard information, like KAddressBook or Evolution.
Resources can be copied or moved to a different resource group using drag-and-drop.
Editing data
Data can be edited inline as described here. Resources can also be edited using the resource settings dialog.
The following columns are displayed as default:
Column | Description |
Name | The name of the resource or resource group. |
Scope | A resource can be Shared or Local. A shared resource cannot be edited. |
Type | The type of resource or resource group. |
Initials | The initials of the resource. |
The e-mail address of the resource. | |
Calendar | The calendar defines when the resource is working. |
Limit (%) | The maximum load that can be assigned. |
Available From | Defines when the resource is available to the project. |
Available Until | Defines when the resource is available to the project. |
Normal Rate | The cost per hour, normal hours. |
Account | The account where the resource cost is accumulated. |