Create a Resource Type

Resource types refer to the types of assets an organization has at its disposal. Such assets include human as well as non-human assets, such as equipment, employee and non-employee assets, such as clients or suppliers.

This article details how to create a new Resource Type.

Note: The pages shown in this article may differ from yours as your organization may have required a different set up altogether or it may be due to different rights granted to you.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Resource Types.
  4. Upon the Resource Types page displaying, click the Create Resource Type button.
  5. Enter or select the following information:
    1. Name*: Enter a Name for the Resource Type.
    2. Id: If there is an ID, enter it in the Id box.
    3. Parent*: Click the browse button to select and designate, from the Resource Type list page, under which placeholder the Resource Type is to be displayed.
    4. Is a placeholder: Select this box, if the Resource Type is a placeholder.
    5. Reimbursable: When selected Resource Type is set to reimbursable. This option allows the enforcement of a Reimbursable attribute for a Resource Type or combining it with Expense Item and Payment Method.
      • Combine: When selected the Resource Type is set to be reimbursable combined with both the task and payment method also set as reimbursable.
      • Enforce: Enforce a Resource Type to be reimbursable.
    6. Description: If there is a description for the Resource Type, enter it in the Description box.

  6. Click Save.

    Note:

    Upon saving the Business Unit the following buttons are then available for the Employees Resource Type only.

    • Overtime Policy: Click to access the Overtime Policy page.
    • Leave Time: Click to access the Leave Time page.
  7. Click the Back button to return to the Resource Types list page and view your newly added Resource Type.