Create a New Resource

Resources are used in Eclipse to identify whom is working on projects and the related activity (issues, risks, stakeholders, etc).

Note: For a Resource to have access to Eclipse PPM, they must have an associated User records with sufficient permissions. There is currently no limit to the number of Resources you can create for you organization however, the number of Users is dictated by your user license agreement.

To create a new resource

1. On the Home page, click the Create icon.
   A drop-down menu is displayed.
2. Select Resource.
   The New Resource page is displayed.

3. Under the IDENTIFICATION section, in the First Name field, type the name required.
4. In the Last Name field, type the name required.
5. In the Initials field, type the initials required.
6. In the Email field, type the organizational email if needed.
7. In the Handle field, type a unique name.

Note: Handle: is used to reference the resource as a Mention on Comments.  Handles must be unique within the environment.

8. In the Employee ID and Chat ID, you can type an alpha numeric id.
9. In the Phone, Ext, and Fax fields, type the numbers if needed.
10. Under the ORGANIZATION section, in the Status field, select the resource status.
11. In the Full-time field, select whether the resource is available full-time for scheduling or variable/part-time.
12. In the Manager field, select Yes to let the resource be selected as a Direct Manager to be associated to other resources or select No.
13. In the Direct Manager field, start typing the name of the individual that the resource reports to. A list of suggested names is displayed.
14. Select the name required.
15. Click the arrow in the Organization Unit field.
    A drop-down menu is displayed.
16. Select the department or team that the resource is allocated to.
17. In the Position field, type the title.
18. In the Default Allocation field, type the default allocation percentage when the resource is assigned to a schedule.
19. In the Description field, type any additional details needed (certifications, skills, prior team exposure, etc.)
20. Under TIME ENTRY APPROVER, in the Operational Projects field, start typing the name of the approver responsible for approving time on Operational Projects.
    A list of suggested names is displayed.
21. Select the name required.
22. In the Projects field, start typing the name of the approver responsible for approving time on Projects.
    A list of suggested names is displayed.
23. Select the name required.
24. Click Save.