Configure Resource Management with Cost

As the Account Administrator, you can manage your resources. These resources are created at the account level and are available for assignment to project tasks.

To open the Manage Resources page

  1. Open Schedule settings.
  2. In the Administration Tools section, expand Schedule.
  3. Click Manage Resources. The Manage Resources page is displayed.

Resources consist of non-employees, such as contractors. On the Resources tab, you can either add existing users or create new resources.

  1. Open the Manage Resources page.
  2. On the Resources tab, click Add.
  3. From the Type list, select the type of resource.
  4. To add an existing resource:
    1. From the Name list, select Add from User.
    2. Type the first few letters of the resource's name in the search field.

      3. The resources that match the search criteria are displayed.

    3. Click on the resource to add.

      4. Add a New Resource

  5. To add a new resource:
    1. From the Name list, select Add New Resource.
    2. Type the name of the new resource and press Enter.

      3. Add an Existing Resource

    3. Enter the new resource's title, email and phone number.
  6. In the Rates section, enter the resource's rates:
    1. Enter the resource's default rate in the first row under the Pay Rates column. This is the initial rate when first hired.
    2. Select Apply Burden to add a burden rate to the total resource rate.
    3. To enter a pay raise, enter or select the effective date and then enter the new pay rate.
  7. In the Availability section, enter the resource's monthly capacity:
    1. Enter the number of work days
    2. Enter the number of hours worked per day. The Total Monthly Hours will be calculated automatically.
  8. In the Custom Fields section, assign the resource to each category.
  9. Click Add.
  1. Open the Manage Resources page.
  2. On the Resources tab, click Delete next to the resource you wish to delete.
  3. When prompted, click Confirm.

Resources that are not active cannot be assigned to a project.

  1. Open the Manage Resources page.
  2. On the Resources tab, clear the Active check box next to the resource you wish to deactivate.
  3. Click Save.

Use the Default Burden table to set each year's labor burden rate.

  1. Open the Manage Resources page.
  2. On the Burden tab, click Add.
  3. Enter the burden rate as a factor inclusive of Pay Rate or as a percentage added to the Pay Rate.
  4. Toggle to show the burden rate as either a factor or as a percentage.
  5. Select the date when the burden rate is effective.
  6. Click Add.
  1. Open the Manage Resources page.
  2. On the Burden tab, click on the labor burden rate you wish to edit.
  3. On the Edit Labor Burden dialog box, edit the rate details.
  4. Click Save.
  1. Open the Manage Resources page.
  2. On the Burden tab, click on the labor burden rate you wish to delete.
  3. On the Edit Labor Burden dialog box, click Delete.

Specify the roles that can be assigned to a resource for a project. Only active roles can be assigned.

The resource role field is unrelated to an e-Builder user's role. This resource role is intended to support organizations that have been tracking resource roles in another platform and want to have those same roles available in e-Builder.

  1. Open the Manage Resources page.
  2. On the Roles tab, click Add.
  3. Enter the name of the role.
  4. Click Add. Click Close to exit the Add Role dialog box.
  1. Open the Manage Resources page.
  2. On the Roles tab, click Delete next to the role you wish to delete.
  3. When prompted, click Confirm.