Creating an asset as resource
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Prerequisites
- Access to the SoftExpert Administration > File > Resource (AD056) menu.
- Access to the SoftExpert Time control > File > Resource (TC003) menu.
- Access to the SoftExpert Maintenance > File > Resource (MA052) menu.
- Access to the SoftExpert Process > File > Resource (PM010) menu.
- Previously configured calendar.
Introduction
The assets created in SoftExpert Asset are made available as resources of the "Asset" type, as long as the Use the asset as a resource option is checked in the general parameters.
It is possible to add assets that, for any reason, have not been automatically created as resources directly in the File > Resource menu.
See how to perform this operation:
Creating an asset as resource
1. Access the menu of the component in which you wish to create the resource – for example, SoftExpert Administration > File > Resource (AD056) menu.
2. Click on the 
toolbar button.
3. On the screen that will open, select the asset that will be added as a resource.
4. In the Resource type field, select the type that will categorize the resource.
5. In the Calendar field, select the calendar that will be applied to the resource.
6. Click on the 
button to enable the other tabs.
7. In the Description tab, write important notes about the resource.
8. In the Cost tab, add the costs that the resource has generated.
9. In the Billing tab, add the earnings obtained with the resource.
10. In the Timesheet permission tab, associate the responsible users who will be allowed to enter time in the activities to which the resource is allocated.
11. Click on the 
button.
The Attribute tab will only be shown if at least one attribute has been associated with the resource type. See more details on how to fill out attributes by clicking here.
See more details about how to add costs and billing for resources:
Adding costs
1. In the Cost tab, click on the 
button.
2. On the screen that will open, select the date as of which the cost will be valid.
3. Enter values for regular hour, overtime, and weekend.
4. Click on the button.
Use the 
and 
buttons to edit the data or delete the cost, respectively.
Adding billing
1. In the Billing tab, click on the button.
2. On the screen that will open, select the date as of which the billing will be valid.
3. Enter values for regular hour, overtime, and weekend.
4. Click on the button.
Use the and buttons to edit the data or delete the billing, respectively.
Conclusion
Once properly added, a resource can be associated with system activities.