Update Resources - EcoSys - 3.02 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.02)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
3.02

Update Resources in Resource Register Tab

This procedure allows you to view or add new resources to the projects in the Resource Register tab.

  1. Navigate to Enterprise Data > Maintain Resources.

  2. Click the Resource Register tab.

  3. Click the Insert Row icon to add a new resource.

  4. To maintain attributes, populate the data as indicated below:

    1. Type in a unique Resource ID.

    2. Type in a Resource Name.

    3. (Optional) Type the External Key.

    4. (Optional) Select the Active check box to make the resource available.

    5. (Optional) Type the Email ID of the resource.

    6. (Optional) Select the User check box if the resource type is a Named Resource (HMN).

    7. (Optional) Click the ellipsis icon to select the following fields:

      • Resource Type Path ID

      • Discipline ID

    8. (Optional) Select the SCP User check box.

  5. Click the Save icon. The Resource Type Name and the Discipline Name auto-populate.

    • Click the Delete Row(s) icon to delete the selected resource.

    • You can customize the view of the Resource Register panel from the view settings.

Update Resources in General Tab

This procedure allows you to view or add new resources to the projects in the General tab.

  1. Navigate to Enterprise Data > Maintain Resources.

  2. Click the Resource Register tab.

  3. Click the Resource Type Name hyperlink. The General tab appears.

  4. To maintain attributes, populate the data as indicated below:

    1. Type in a unique Resource ID.

    2. Type in a Resource Name.

    3. (Optional) Type in the External Key.

    4. (Optional) Select the Active check box to make the resource available.

    5. (Optional) Type the Email ID of the resource.

    6. (Optional) Select the User check box if the resource type is a Named Resource (HMN).

    7. (Optional) Click the ellipsis icon to select the following fields:

      • Resource Type

      • Discipline

      • Unit of Measure

    8. (Optional) To update the resource address, enter the following details:

      • Street Address

      • Street Address 2

      • Zip Code

      • Click the ellipsis to select State/Province and Country.

      • (Optional) Enter the Phone Number.

      • (Optional) Enter the Mobile Phone number.

  5. Click SAVE.