Account > Generic Resources Generic resource link dialog boxes: Demographic | Schedule | Cost "Generic resources" are account entities that are used primarily in the Resources module, but they can also be assigned to tasks in the Projects module. A generic resource defines a particular set of skill, industry, job role, education, and location profiles, as well as a particular work schedule and loaded cost if needed. It is in some way a "virtual" resource - it can be booked to projects and assigned to tasks. At the task level, you can conduct a search that will find matches between the generic resource and existing "real" resources (or other generic resources), so that you can easily replace the generic resource with a user who possesses the skills and availability required for the task (see Substitution of resources assigned to tasks for more information). Account > Create a new generic resource 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Generic resource." 3. In the "New generic resource" dialog box, enter a name, make sure the "Active" box is checked, select the day on which this resource’s work week begins, assign a job code and hourly rate if desired, and select the appropriate currency (if multi-currency is enabled in the account). If booking requests are enabled, select a booking request approver for the Generic resource (this option will appear only if booking reqests are approved by the approver of the requested resource). 4. Click on "Save." (Note: After you click on the "Save" button, the information found in this first dialog box will be found under the "Demographic" link when you are editing this particular generic resource.) 5. To make changes to a generic resource's work schedule, click on the "Schedule" link. (The default settings are the same as your company work schedule.) Select the "User-specific work schedule" button, make your entries, and then click on "Save." 6. To add information about a generic resource's hourly loaded cost*, click on the "Cost" link. Enter the appropriate information, and then click on "Save." (*"Hourly loaded cost" is what it costs your company to employ a user. Account > Modify a generic resource 1. Click on the Account tab. 2. Click on the "Generic resources" link. 3. Click on the relevant Resource ID in the list. 4. Click on the appropriate link for the information you want to edit - "Demographic," "Schedule," or "Cost." 5. Make your changes to the appropriate dialog box. 6. Click on "Save." Account > Delete a generic resource 1. Click on the Account tab. 2. Click on the "Generic resources" link. 3. Click on the relevant Resource ID in the list. 4. Click on the "Demographic" link. 5. Click on the "Delete" button. Note: You cannot delete a generic resource that has existing bookings and/or to which tasks have been assigned. (and the "Delete" button will not show up on the bottom of the "Edit generic resource demographic information" dialog box).