How to: Set Up a Resource

  • Article

When you set up a new resource on a resource card, there are fields that must always be filled in, fields that can be filled in as needed, and fields in which you cannot enter anything.

To set up a resource

  1. In the Search box, enter Resources, and then choose the related link.

  2. Create a new resource. On the Home tab, in the New group, choose New.

  3. Fill in the fields on the card. The following fields are required:

    • No.

    • Type

    • Price/Profit Calculation

  4. To enable a resource to use a time sheet, select the Use Time Sheet check box. In addition, provide information about the time sheet owner and approver. For more information, see How to: Set Up Time Sheets.

See Also

Tasks

How to: View Resource Ledger Entries
How to: Assign Units of Measure to Resources
How to: Set Up Time Sheets