Resource Data Sheet

This Document can be found in the following categories:

Typical fields on Resource Data.

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Resource sheets cannot be sorted. The Resource Hierarchy Report can be sorted.

  • Primary Skill:Each resource can have one primary skill. This is used to filter candidates for assignment to projects and for summary reporting at the skill rather than individual level.Secondary skillsare discussed below.
  • Cost Rate & Bill Rate: Enable calculation of the labor cost and revenue of the portfolio.
  • Key and Fields 1 - 60: Can be used to integrate with other systems, to record resource attributes, or for various purposes such as filtering.
  • Active: Can be set to "N" when it is no longer necessary to see utilization of the resource in PDW reports, for example when a person leaves the company. The download operation ignores inactive resources by default. Inactive resources can be downloaded by checking the Include Inactive checkbox.
  • Skills Grid:is used to relate skills to resources. Simply enter a defined proficiency tag to create a secondary skill, or delete values to remove skills from a resource.    


To set or change the Primary Skill of a resource, right click the cell in the Skills Grid of the skill on the resource row and select the Make Primary menu. The previous Primary Skill remains as a secondary skill with the former proficiency.

The Primary Skill can also be set using the Edit Resource dialog.