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

Generic resources may include elements such as consumption materials, supplies (paper, ink, etc.), physical spaces (rooms, auditoriums), external services that do not directly involve manpower or assets, among others.

See how to create resources of the generic type:

Creating a generic 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, enter an ID # and a name for the resource.

4. In the Resource type field, select the type that categorizes the resource.

5. In the Calendar field, select the calendar that will be applied to the resource.

6. Select one of the following options:

• Internal: keep this option selected if the resource being added is from the organization itself.
• Third-party: select this option if the resource is outsourced. In this case, select the company that provides this resource.

7. In the Start and End fields, select the date range during which the resource will be available for allocation.

8. In the Professional ID number field, enter the resource's registration number in the body responsible for supervising professional activities in their field of work.

9. Click on the button to enable the other tabs.

10. In the Description tab, write important notes about the resource.

11. In the Cost tab, add the costs that the resource has generated.

12. In the Billing tab, add the earnings obtained with the resource.

13. 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.

14. Click on the button.

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.