Adding process resources
This article is valid for the new Process (PM063) unified menu in system version 3.0:
- Access the release notes for further details about the significant changes in the unification of the menu.
- Click here to access the valid documentation for the former creation menu.
Prerequisites
- Access to the Process (PM063) menu.
- Previously created process.
- SoftExpert Competence as part of the solutions acquired by the organization.
Introduction
The system allows associating all necessary resources for the execution of the process, facilitating the management of resource allocation.
In this article, as an example, an employee will be associated as a resource.
Adding process resources
1. Access the Process (PM063) menu.
2. Locate the process for which you wish to add resources and right-click on it.
3. Select the Open data option.
4. On the left side of the screen, click on the Resource tab.
5. Check one of the following options:
| Current process | Check this field to view and/or associate the resources with the process. |
| Process activities | Check this option to view the resources associated with the activities of the process. |
| All sub-levels | Check this field to view the resources of all process levels (sub-processes and their respective activities, in addition to the activities of the process in question). |
Upon checking Current process, the add option is enabled.
6. Click on the 
button to open the Resource data screen.
7. In the Resource field, click on the 
button to search for and select the resource that will be used in the process.
8. Enter the quantity of the resource that will be used.
9. Click on the 
button.
Conclusion
The resources used for the execution of the process will be recorded. If no other configurations are necessary, click on the Accept revision button to release the process.