Enter Project Resource Criteria

Explanation

The cost of a resource plays an important part when planning resources for a project. Instead of entering a standard cost amount for a resource which usually has discrepancies with the internal price that is used in an actual project transaction, it is now possible to define the criteria that will enable you to plan your resources on a lower level. Once the resource criteria has been decided and entered for the project, the resource planning can be performed much easily.

Use this activity to enter such project criteria which would be used in a specific project.

If a resource criteria template has been set as default its criteria will automatically be copied to the project. There is a possibility to use another resource criteria template by selecting the Copy Template right mouse button menu option.

Prerequisites

• Default resource criteria should have been entered in the Resource Criteria Template window.

System Effects

• The resource planning of the project will be managed according to the criteria.

Window

Project 

Related Window Descriptions

Project/Resource Criteria

Procedure

1. Open the Project window and query for your project.
2. Click the Resource Criteria tab and create a new record.
3. Select the criteria with an evaluation order. The Resource ID criteria with evaluation order 1 will be added automatically by the system.
4. If you want to change the resource criteria in the project you can right-click and select Copy Template to copy from another template.
5. Save the record.