Resources and Groups

itmSUITE® manage resources and Groups as way to profile the user to the System.

Resource is linked to a User and can belongs to a different Groups. Group is used to profile the resources and assign to them different roles in the system.

The main point treated in the guide are:

1. Resource Management process
2. Group Management process

Resource Management process

The following table report the process the resource is involved

Resource Management	Description
Resource Definition	See below
Add Resource to Group	See below
Add Resource to Project / Service	Resource on Project
Enable a Resource on Service Catalogue Request (SRCS)	SRCS Management
Timesheet declaration	Timesheet Management
Synchronization User & Resource with Active Directory	User and Resource Synchronization

Resource Definition

Manage the Resource is the entry point of Human management at the system. Resource can be associate to a User',so he/she has a login or can be a standalone resource.

Resource management is done by a Manager Role, using the Resources/ Resources This session enable the Manager / Administrator to: Add , Copy and filter

To perform the copy of the Resource is necessary to select an existing Resource.

The Resource form presents nine tabs:

1. General
2. Address
3. Document
4. Configuration Items
5. Project / Service
6. Service Request
7. Groups
8. Privileges
9. Cost Items

here below the list of fields present into the General tab:

Field	Description
"Creation User"	Contains the full name of resource that has created the record. Non editable.
"Creation Date"	Contains the Date time of record registration. Non editable.
"Edit User"	Contains the full name of the last resource that has saved the record. Non editable.
"Edit Date"	Contains the last Date time of record modification. Non editable.	"Status"	This field identify the supplier' status, available values are: Status Description Inactive Initial status of Resource enable the Manager to set all the properties Active Status to set if the Resource to get it operational Cancelled Status to set if the Resource is no more operational
"Code"	Company internal number of the resource. Non editable.
"Name"	Name of the Resource.
"Surname"	Surname of the Resource.
"Birthday"	Date of Birth of the Resource.
"Birth Place"	Place of Birth of the Resource.
"Type"	This is an attribute of the Resource. The master data for this field are present in /General/Resources/Resource Type.
"External code"	This is an attribute of the Resource. Usually is used as external key toward other Company software. Eg: SAP Employee Number.
"Country"	This is an attribute of the Resource. The master data for this field are present in /General/Company/Countries.
"Supplier"	This is an attribute of the Resource. The master data for this field are present in /General/Supplier Management/Suppliers.
"Sale Role"	This is an attribute of the Resource. This information determine the define the Default profile that will be used by the billing process. The master data for this field are present in /General/Resources/Sale Roles.
"Purchase Role"	This is an attribute of the Resource. This information determine the define the Default profile that will be used to charge costs. The master data for this field are present in General/ Resources/Purchase Roles

The table below report the list of basic parameter we can set on Resource:

Resource Configuration	Link	Description
VIP Type	General/ Resources/VIP Type	This function define the datasource to set the VIP type in Resource master data
Purchase Roles	General/ Resources/Purchase Roles	This function define the datasource used to set the default value for purchase role in the Resource master data.
Sale Roles	General/ Resources/Sale Roles	This function define the datasource used to set the default value for sale role in the Resource master data.

For each resource is possible to set different Address. For example, "Headquarters", "Order" addresses. The session enables the user to Add, Delete or Print the list of address.

The list of fields is shown in the table below:

Group Management process

Group Management	Description
Group Definition	See Above
Add Group	See Above
Add Resource to Group	See above on Resource Chapter
Add Group to Workflow	Workfow mangement
Enable a Group on Service Catalogue Request (SRCS)	SRCS Management
Profile a Timesheet declaration	Timesheet Management