Enter Resource Structure

Explanation

A resource structure is a top node in a hierarchy of resources. When a company is created, a resource structure with the same ID is also created. This structure is also set as default for the company. It is also possible to manually create resource structures. After creating a resource structure you can:

Prerequisites

A company and a calendar must have been created.

System Effects

A resource structure is created and valid for one or several companies.

Window

Resource Structures, Resource Navigator

Related Window Descriptions

 Resource Structures, Resource Navigator

Procedure

  1. Open the Resource Navigator window.
  2. Use the New function, and enter values in the Structure ID and Structure Name fields. 
  3. To connect the resource structure to a company, create a new record in the Companies tab and select a company from the List of Values.
  4. To make the resource structure default for a company, select the Default Structure check box.
  5. Save the information.
  6. In the Defaults tab, select a calendar in the List of Values.
  7. Save the information.

Additionally Resource Structures window can be used to create structures.

  1. Open Resource Structures Window.
  2. Add a new record with "+" option.
  3. Enter values in Structure ID and Structure Name.
  4. Add a valid company/companies that structure can be used.
  5. Select a calendar from the List of Values.