Resource Planning

Many companies use resources management to track the time and effort that is involved with performing and providing services. For example, an employee may visit a site to talk with a customer about a project. That time and effort can be charged to the customer on a sales order.

Before you can start selling services and jobs or assigning resources to assembly projects, you must set up information about policy and pricing, which can be used in resource transactions. All pricing information is adjustable.

In addition, you can set up time sheets to track the time that is used by a resource in various projects.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Create and price resources, both persons and machines.

Price, Schedule, and Manage Resources

Set up time sheets and the approval process.

Use Time Sheets