The Resources Tab The Resources tab lets you create detailed profiles of your company's employees and generic resources so you can be sure of assigning the right person to the right task or project. Pre-set profile criteria include: Skills, Industries, Job roles, Locations, and Education. (Note: You can change the names of these criteria by going to the Options tab in Resources. Here, you can also create custom profiles, profile relationships and assign Attribute sets. The users and generic resources in your OpenAir.com account are listed in the Resources Tab. If you click on the name of a resource in the list, you will be able to see and edit the resource's profile, and view the resource's utilization dashboard and the resource's engagement history. Note: inactive and guest users are not available as resources and will not appear in the list. Resources > Create a resource profile 1. Click on the "Resources" tab. 2. Click on the name of the Resource to whom you wish to add a profile. 3. Click on the "Create..." drop-down menu and select the type of profile you need (see below for general and profile-specific properties): Skill profile, Industry profile, Job role profile, Location profile, or Education profile. 4. Select the name of the skill, education description, location, job role, or industry type. Note: You create new skills, education descriptions, locations, job roles, and industry types in the Account tab. - Only those entities that have not yet been used for this particular resource profile will be available in the drop-down list box. For example, if you have three skills listed in your account, (say General PC, Word Processing, Typing), and you have already created a "General PC" skill profile for this resource, only "Word Processing" and "Typing" will be available for a new skill profile for this same resource (although all three will be available to resources for which you have not yet created skill profiles). - All profiles contain a "Select..." drop-down field from which you choose the available skill, education description, industry, job role, or location. The comments section is unique to the resource for which you are creating the profile. - The "New Skill profile" form has a "Level of Expertise" drop-down. You can select the level of proficiency the resource has with this particular skill. Options are Beginner, Intermediate, Proficient, and Expert. - The "New Location profile" form has a "Desirability" drop-down. Options are Low, Medium, and High. A location can be a physical location, such as the city or region where the resource works or could work if called upon to do so. It could also be a designation such as "Willingness to Travel" or "Telecommuting," with the "Desirability" setting used as a measure of the resource's desire or ability to do so. 5. Enter any notes, if desired, into the "Comments" field. These will appear in the "Comment" column of the Resources > [User ID] > Profile list. (Note: The Notes/Description field in each profile dialog is unique to the resource to whom it has been assigned.) 6. Click on "Save." 7. The message "The [type of] profile - [name] - was successfully saved" will appear at the top of the form. The profile will be listed in the resource's profile in Resources > [User ID] > Profile. Resources > Utilization If you click on the "Utilization" link for a particular resource, you will see a graphical representation of the resource's assigned, booked, and available (scheduled) time. 1.You will see two bar graphs for the resource - one for task assigments, the other for bookings. You will also see the complete date range of existing assignments and bookings for the resource. For example, if a resource has three different bookings over a certain period of time, the "Booked" date range displayed will be from the first day of the first booking to the last day of the last booking. The date range will help you navigate the graph - if you click on one of the dates, the graph will shift so that the date requested is displayed. If you click on one of the bars showing a booking or assignment, you will see the details of the particular task assignment or booking that it represents, such as the project to which it is associated, and its start and end dates. 2. You can display the data in the graph using the Daily view, where each bar represents the resource's time (in hours or as a percentage) for a day. You can display the data using the Monthly view, where each bar represents the resource's time for each month. There is also an option for a Weekly view. 3. If a resource is overbooked or over-assigned, the overbooked or over-assigned amount (whether in hours or as a percentage) will appear in red. If the amount that a resource is overbooked or over-assigned exceeds the limits of the bar, a red arrow will appear over the bar. 4. Click the Calendar icon in the Detail column to view the resource's schedule. Notes: The "Save and create another [type of] profile" button allows you to quickly create multiple profiles by loading a blank "New [type of] profile" form, instead of returning you to the list view. How would I modify or delete an existing resource profile?