Create a Resource
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Only project, product, and program managers can create a resource.
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You automatically create a new resource when you add a Windchill user or team role to the project, program, or product team.
To create additional resources:
1. Navigate to the
Resources table and click the new resource icon
on the table toolbar.
2. From the Type menu, select one of the following options. The selection you make determines which field appears next:
Windchill User | Select this option if the resource is an existing Windchill user. The User field appears. Click the find icon  to search for the user. | Adding a user as a resource does not add the user as a team member. |
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Other | Select this option if the resource is a person outside your organization or is something being used, such as a material, facility, or tool. The following fields appear: • Resource—Enter a name to identify the resource. • User—Select the user who is responsible for tracking resource usage. Tasks assigned to this resource appear in the My Tasks table of the associated user. This field is optional. |
Windchill Group | Select this option if the resource is an existing Windchill group. The Group field appears. Click the find icon to search for the group. | If the group includes users who are not part of the project team, then a corresponding resource is created for each new member. |
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3. In the Max Units field, enter the maximum percentage of time each day that a resource can be used for plan work.
Max units are only applicable to time and are based on the calendar preferences set for the plan and the resource. For example, if you are using a 24-hour calendar and a machine can only operate 6 hours a day, then its max unit value would be 25%. If you are operating with a standard 40 hour work week (8 hours per day for 5 days), then the max unit value would be 75%.
| Max units serve as a guide for determining Resource Units when assigning a resource to an activity, but do not affect how resource units are calculated. For example, if a resource working with a standard calendar has 75 max units (or 6 hours of availability per day), then 75 is used as the default units value when assigning that resource to an activity. However, if you later edit the assignment to use 100 units of that resource, then the resource availability is recalculated to be 8 hours a day. The max unit value is unaffected. |
4. In the Standard Rate field, enter the amount per unit time that the resource costs.
When the resource is assigned to an activity, this value is calculated in the total cost of the activity based on the estimated hours specified for the assignment. For example, if you assign a person who earns $20 per hour to an activity that takes two hours to complete, then $40 is added to the cost of the plan. Acceptable value rates include:
◦ /minute
◦ /hour
◦ /day
◦ /week
◦ /month
5. In the Cost Per Use field, enter any additional cost per unit time that should be calculated in the overall cost of activities assigned to the resource.
The cost per use is adjusted according to the percentage of the resource time used (specified in the Resource Units field when creating an assignment). For example, if your resource is a piece of equipment, it might have a fee of $60 that is separate from its hourly rate. If you assign that machine as a resource and allocate 50% of its use to that activity, then $30 is added to the activity cost.
6. Click OK to create the resource.
You can later
edit the resource attributes and
assign resources to plan activities.
