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Insert Fixed Resource

Daily View | Insert Menu | Insert Fixed Resource

Summary

Fixed Resources are items of equipment that an employee requires to perform the duties of their position, such as a car. You can allocate a fixed resource to an employee for a specific period.

Insert a 
Fixed 
Resource
  1. In Employee View, click the employee's the cell for the required day.
  2. In the main menu, click Insert | Insert Fixed Resource to open the Inserting a Fixed Resource Record form.
  3. Select the Fixed Resource from the list.

    If user-defined Type labels are set up in Modify Company Settings, then they automatically populate this form.

  4. Click OK.

    The cells for this Timeband are marked with an asterisk (*) to indicate that they have been changed.

  5. Click the Save function or alternatively press Ctrl+S.

View an employee's Fixed 
Resources
  1. In Employee View, click the timeband that you allocated the fixed resource to.
  2. In the main menu, click View | Drill Down View | Fixed Resource or press Ctrl+R to change Drill Down to the Fixed Resource Transactions view.

    Drill Down displays a detailed view of the Fixed Resources assigned to the employee for that day.

    Note: To view an employee's Fixed Resources for the week, click one of the employee's Details or Totals cells.

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