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]]. | 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== | ===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=== | |||
Data can be edited inline as described [[Special:myLanguage/Plan/Manual/Using the Views|here]]. | |||
Data can be edited inline as described [[Plan/Manual/Using the Views|here]]. | Resources can also be edited using the [[Special:myLanguage/Plan/Manual/Resource Settings Dialog|resource settings dialog]]. | ||
Resources can also be edited using the [[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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|- | |- | ||
| Scope | | Scope | ||
| A resource can be ''Shared'' or ''Local''. A shared resource cannot be | | 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 | ||
| Line 78: | Line 82: | ||
|- | |- | ||
| Normal Rate | | Normal Rate | ||
| The cost | | The cost per hour, normal hours. | ||
|- | |- | ||
| Account | | Account | ||
| Line 84: | Line 88: | ||
|} | |} | ||
==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}} | |||
{{Plan/Prevnext|prevpage= | |||
[[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.
Note
When moving a resource, the resource will lose any allocations.
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. |
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.
The configure dialog enables you to tailor the amount of information the view displays to fit your needs. |
|