Permanent Resource Properties dialog - Cost/Income tab
You use the Cost/Income tab of the Permanent Resource Properties dialog to view and maintain default details of the cost and income of the selected permanent resource. These defaults are applied to each allocation of the resource, and you can amend them for each individual allocation.
Permanent resource costs and income are determined by rates. For example, a consultant might have a normal rate and an overtime rate. When you assign a permanent resource to a task, the cost and income is calculated from the resource's default rates. You use this tab to edit the defaults for the selected permanent resource in each of their skills. Permanent resources can be associated with costs, income, or both.
If the permanent resource has more than one skill, you can select the skill under which you want to edit the permanent resource using the skill selector at the bottom of the dialog.
How to access the Permanent Resource Properties dialog
To access the Permanent Resource Properties dialog, right-click a permanent resource in Library Explorer or the project view and select Properties.
Explanation of the fields and buttons on the dialog
| Field/Button | Description |
|---|---|
| Assigned cost/income rates | A list of the cost and income rates that are currently assigned to the permanent resource. Click a rate in the list to select it. |
| Assign Rate | Click this button to assign a new cost and income rate to the permanent resource. |
| Unassign Rate | Click this button to unassign the selected cost and income rate from the permanent resource. |
| New Rate | Click this button to create a new cost and income rate. The new rate appears in the Available cost/income rates field, with the cursor flashing in the Name column. |
| Available cost/income rates | A list of the cost and income rates that are available to be assigned to the permanent resource. |
| Skill selector |
For permanent resources that have more than one skill, select the skill under which you want to edit the permanent resource's cost and income rates. You can then specify different cost and income rates for the resource in each skill.
|
How do I...
... assign a new cost and income rate to the permanent resource?
- If the resource has more than one skill, select the skill for which you want to edit the resource's cost and income rates.
- Click Assign Rate.
- Select the rate you want to assign in the Assigned cost/income rates field.
... unassign a cost and income rate from the permanent resource?
- If the resource has more than one skill, select the skill for which you want to edit the resource's cost and income rates.
- Select the rate you want to remove in the Assigned cost/income rates field.
- Click Unassign Rate.
... create a new cost and income rate?
- Click New Rate. A new rate appears in the Available cost/income rates field, with the cursor flashing in the Name column.
- Enter a name to apply to the cost and income rate then press Enter.
- Use the columns in the Available cost/income rates field to specify the properties of the new rate, or right-click the rate and select Properties to view the Cost and Income Rate Properties dialog.
This dialog may or may not display a number of tabs that contain advanced functionality. Click More >>> to display all of this dialog's tabs, or click Less <<< to hide the advanced tabs from view.
Editing permanent resource properties
Working with permanent resource costs