Adjutant Wiki MW Pivot Skin

General Description

Default Menu Location Maintain >> Address Book >> Organization

URL Resource_S.htm

Organization screen is also accessible from the Adjutant Toolbar.

Function Resource screen is an attribute jump screen from the Organization Screen; a resource is defined as a person, organization, or an asset that is used to conduct business and/or generate revenue.

Fields/Filters

Schedule Tab: Determines which tab the resource goes under in the Scheduling Screen

• Schedule Tab may be added/edited/deleted from the drop-down menu

Resource Name: Name of the resource

RID: Resource's ID

Supervisor: Supervisor for this resource, if any.

• Check the Supervisor box if this resource is a supervisor to someone else

Email: Resource email address

WO Form: If there is a default work order form for this resource, enter it here

Department: Department resource belongs to

Def Equip: Default equipment

• If the resource has equipment (an asset) that is always used when working.
• Assets are defined in the Asset Information Screen.

Default BillCode: The resource's default billcode for assigning a task

Acct EMPID: Resource's ID in your Payroll Software Package

• It is used to transfer actual labor cost information for this resource.

Default WHSE: The default warehouse for this resource

Active: Resource is currently active in the company

Xfer: To transfer this resource's schedule to their Microsoft Outlook Calendar

Attributes: The attributes for this resource (Resource attributes fall into two separate categories: Skills and Zones)

• Skill Attributes are maintained in the Rule Maintenance screen by selecting Skill Codes from the drop-down menu

• Zone Attributes are maintained in the Rule Maintenance screen by selecting Zones from the drop-down menu