Enter Resource Criteria Template

Explanation

This activity is used to define the resource criteria templates which can be used in a project.

Possible criteria are:

• Resource ID
• Employee Category
• Organization Code
• Position ID
• Work Location
• Report Code

Resource criteria template defines the criteria and the evaluation order of the criteria. Criteria with the lowest evaluation order value will be considered to have the highest importance. The evaluation order is mandatory when a given criteria is used. The resource ID criteria, which has the evaluation order 1, is automatically created along with a new template.

Prerequisites

• N/A

System Effects

• The resource criteria template is used to generate the resource criteria for a project.
• The template which has the Default Template check box selected will be used for all the new projects that are created.

Window

Resource Criteria Template

Related Window Descriptions

Resource Criteria Template

Procedure

1. Click New (F5) to create a new template.
2. Enter criteria template name and description.
3. Select the Default Template check box if the template should be used as the default, in projects. Only one template per installation can be used as default.
4. Select the criteria and enter an evaluation order. Resource ID criteria with evaluation order 1 will be visible when you save the changes you made.
5. Save the record.