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Resource Details
Use Resource Details to view and edit detailed information about the selected resource. The Resource Details appear in the
Resources window.

The available tabs are:

General
Resource ID: The selected resource's ID. You can type a new ID.
Resource Name: The selected resource's name. You can type a new name.
Employee ID: The selected resource's employee identification number, such as an internal ID number or social security
number. You can type a new ID number.
Title: The selected resource's job title. You can type a new title.
E-Mail Address: The selected resource's e-mail address. You can type a new e-mail address.
Office Phone: The selected resource's office phone number. You can type a new phone number.
Active: Mark this checkbox to make the resource available for assignment; clear it to indicate an inactive status or
unavailability.
Codes
Resource Code: Lists any assigned resource codes.
Code Value: Lists the values for the assigned code.
Code Description: Lists a description for each code.
Assign: Click to assign a value to the resource for a selected resource code.
Remove: Click to remove a selected resource code from the project.
Details

Resource Type
Labor: Choose to indicate that the selected resource performs labor.
Nonlabor: Choose to indicate that the selected resource does not perform labor.
Material: Choose to measure the selected resource in units other than time.
Unit of Measure: Select a unit of measure to use for the selected material resource.

Note

You can define a unit of measure for material type resources in the Admin Categories, Units of Measure tab, in the
Admin menu.

Currency and Overtime

Currency: The currency associated with the resource's costs. By default, this field displays the view currency selected in
User Preferences when the resource was added. Click to select a different currency.
Overtime Allowed: Mark to indicate that the selected resource can log overtime hours for assigned activities.
Overtime Factor: The multiplication factor used to calculate the selected resource's overtime price (standard price *
overtime factor = overtime price). You can type a new factor. Overtime factors must be between 1 and 10.

Profile

Calendar: The name of the selected resource's assigned calendar. Click to assign a new calendar.
Default Units/Time: The units/time applied to all new resources. You can type a new units/time. If you change the default
units/time, existing resource assignments are not affected.
Auto Compute Actuals: Mark this checkbox to automatically calculate the selected resource’s actual quantity of work
according to project plan rather than reported hours in Timesheets; clear it if you are using the Timesheets module to
update actuals.
Calculate costs from units: Mark this checkbox to indicate that any new assignments for this resource will have its costs
recalculated whenever any quantity changes occur.
Units & Prices
Shift Calendar: Displays the resources shift calendar.
Shift: Type or click the arrows to enter the applicable shift number for which you are setting limits, if the shift calendar has
more than one shift.
Effective Date: You can set varying limits and prices over time by specifying the effective start date for each change.
Max Units/Time: The number of units available during each workperiod (hour, day, week, or month) of the specified
timeframe; you can enter a percentage, or a numeric value followed by a forward slash (/) and the appropriate time

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duration, depending on your user preference setting for time units.

Price/Unit: Double-click the cell, then type the resource’s monetary price per unit. You can customize the columns to add
additional price/unit fields. The columns display the names defined in the Admin Preferences dialog box for the rate types.
Add: Click to add additional limits.
Delete: Removes the selected limit.

Note
You cannot mix unit types for a specific resource. For example, if there are five Price/Unit values defined for a resource,
they must all be hours, or days, or weeks, etc. If there are multiple Price/Unit values defined for a resource and you change
one of the units (e.g., from hours to days), the remaining units will all be changed. If you enter a price but not a unit, the
default unit is hours.
Roles
Role ID: Lists an identification code for the role.
Role Name: Lists the name of the role.
Proficiency: Lists the selected resource's skill level for each assigned role.
Primary Role: Mark the checkbox to indicate that this is the resource’s main role. Clear this checkbox if this is a secondary
role for this resource.
Assign: Assigns a role to the selected resource.
Remove: Removes the selected role from the selected resource.
Notes
Resource Notes: Use the space provided to enter comments relating to the selected resource. You can use HTML editing
features, which include formatting text, inserting pictures, copying and pasting information from other document files (while
retaining formatting), and adding hyperlinks.
Timesheets

Login
User Login: The selected resource's login name for Timesheets.
Edit User: Displays the Users dialog box so you can view or modify login information.

Timesheet
Uses Timesheets: Mark to indicate that the selected resource uses timesheets to report work hours in Primavera
Timesheets.
Timesheet Approval Manager: The name of the Project Management module user who approves the selected resource's
timesheets, if applicable. Click to select a new user.

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