User Instructions for Recording: Non-Billable Resource Allocation from GDB
This guide walks you through the steps to create a non-billable resource allocation.
Step 1: Open the Resource Allocation Page
- Navigate to the Create Resource Allocation page. This can be done by right clicking in the body of the GDB or from the Resource View.
- Make sure the page opens fully before proceeding.
Step 2: Set the Starting Date
- Locate the Starting Date field.
- Enter the date you want the resource allocation to begin.
Step 3: Set the Starting Time
- Locate the Starting Time field.
- Click into the field and enter the desired start time (e.g., 0800 for 8:00 AM).
Step 4: Define the Duration
- Locate the Duration (Hours) field.
- Click into the field and specify the number of hours for the resource allocation (e.g., 8).
Step 5: Confirm the Finishing Date
- Locate the Finishing Date field.
- Click into the field if required and verify or update the calculated finishing date.
Step 6: Select an Activity Code
- Locate the Activity Code field.
- Click into the field to open a list of available activity codes.
- From the list, select the appropriate activity by clicking on it.
- Confirm your choice to return to the Create Resource Allocation page.
Step 7: Set Recurrence Pattern (Optional)
- Locate the Recurrence Pattern field.
- If recurring, click into the field and select the recurrence pattern type (e.g., 1 for weekly recurrence).
- Repeat the process to define detailed recurrence settings or switch values based on specific needs.
Step 8: Specify Recurrence End Date
- Locate the Recurrence Ends on Date field.
- Enter the final date for when the recurrence should stop (e.g., 7/17/2025).
Step 9: Confirm and Save
- Review the information on the Create Resource Allocation page to ensure accuracy.
- Click OK to save your resource allocation and close the page.
You have successfully created a non-billable resource allocation! Repeat these steps as needed for additional allocations.