iPE Help

Resource or Labor Group - Resource

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The Resources tab is a list of the people in this specific Resource Group. It is normally interfaced from your HR system. The named resource to resource group assignment shown here is used to both filter down the list of names to search for someone to assign to a labor estimate (when you wish to assign a named resource that is) as well as an option to search for the name of a resource when you don't actually know the resource group and have the system automatically select the resource group, and cost rate, based on which resource group that individual is assigned to.

Resource details can be accessed from the resource group list by double-clicking on the resource you want to open, and clicking on the RESOURCES tab. The RESOURCES tab allows you to:

  1. Select the name of the person you wish to assign to this resource group in the (named) Resource column. Additional information about that individual such as site, company, country, first/last name, job title and primary email will also be displayed
  2. Click the + button to add a new resource or the - button to delete an existing resource
  3. Work Calendar - Definition of non working days each week and non working dates or holidays for this resource.
  4. You can download or upload the rates to/from Excel

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