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Creating a Resource

Once you are ready to assign resources to task, you can create a resource in Proliance.

All Resource documents are created from a template that contains predetermined values. You can create a new Resource based on the default template, or choose another one from the drop-down list. For more information, see "About Document Templates".

Your security role must have permission to create Resources. For more information, see "About Security Permissions".

To create a resource

  1. Open the Resources register.
  2. Click New to create a new Resource using the default template.

    3. — or —

    Click the arrow next to New to select the template to use. For more information, see "About Document Templates".

    A blank Resource appears. Some information may already be filled in, depending on the template used.

  3. In the Title field, type a title for the resource.
  4. If you are going to perform a workflow action, type the information required for this action. For more information, see "Resource Workflow Actions" for a list of preconditions for a specific action.
  5. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    6. Please refer to the following for more information on the fields for each page:

  6. Click Save.

    7. Proliance saves the document.

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