Creating a Resource

A resource is any entity that will aborb works or financial records from the Organization.

Primarily a Resource is external and represents a group of teams. Each team has a single user assigned to it so that user can provide updates to Odin, the single user assignment is an important part for deliminating team leads and their responsibility over others without requiring the input from the others in the team. A user can be assigned to many teams, indicating that the user is in charge of overseeing many different teams which will give that particular user access to update and record each teams respective data flows.

Another comon structure is when the detail in the team is required, this is the usual case of internal employees, the detail and structure is obtained by creating a Resource to represent a group within the organization, each team than becomes a single employee and each employee is assigned the employees User so they are capable and in charge of their own inputs into the system. Its ideal to treat internal groups like this, especially when details of financial of productivity are sought and indexed by individuals and their work productivity.

As an example, if Odin had an internal team of workers for Support (designated to be James and Emmanuel) a Resource would be created called "Support Team", in this resource Emmanuel would be created as his own team and Emmanuel would be assigned as the responsible user. James would be created as a second team and James would also be assigned his own User.

To create a resource, navigate to /resources and click the Create button.

You'll need to fill in a few details before clicking save.

1. Project Name - used as a reference throughout Odin
2. Base of Operations - used to calculate travel times between sites for daily workloads
3. Finally click Save

Optional filling

1. Quality Rating - a rating out of 1 used to represent the quality of a resources work, this will be used in conjunction with other data to set resource priorities during auto-scheduling. The greater the rating the better the resources quality should be, defaults to 0.8.
2. Start Date - First available date the resource can start works, defaults to the date the resource is created.
3. Comfortable Work Zone - They type of area the resource is most comfortably able to work in, defaults to Suburban.

To Create Teams apart of a Resource

Teams will need to be created after creating a resource. These teams will be assinged works during the schedule as explained above there are two distinct ways to use teams and the way they refer to users.

1. Select the resource the team will be apart of using the left checkbox in the resource list /resources and then click the Edit button above the list
2. Scroll down to Teams and click the Create button
3. Enter a name for the team in the top box, this name cannot be duplicated with any other team in any other resource
4. Create daily discipline rates for this team

Optional Filling

1. To assign a user to be responsible for this team; click the pencil to the right of the Team Name, type the users name and selecting the user from the dropdown then save

To Create discipline rates for teams

Odin references different work types as disciplines. Daily discipline rates are assigned to teams so Odin can identify wheather or not teams can conduct a type of work (discipline) and what productivity they are expected to achieve. This in turn is used to auto-schedule in time but also allows Odin to track progression and productivity inceases or negligences in different teams.

1. If not already in the team, select the resource the team is apart of using the left checkbox in the resource list /resources and then click the Edit button above the list
2. Scroll down and select the team in the same way, check its box and click the Edit button
3. In the tab Capabailites And Work Rates click the Create button. A side bar should slide out on the right side of the screen
4. Click the pencil, start typing the name of the Discipline and then select it when it appears. Its Name, Description, Unit of Measure and Work Rate Per Day should auto fill
5. Adjust the rate by as much as you prefer manually, or use the Adjust button to increase it by a percentage (Enter a percentage and click Adjust). Entering 100 for 100 % will double it. Entering -50 for -50% will reduce it by half.

Creating a Resource (Smart Option A.)

If similiar resources already exist in the list, Odin can clone these to make resources with the same team structures, capabilities and work rates reducing the setup of standard teams enormously. Once cloned you may edit these to tweak them to their particular grade. This saves alot of the setup and re-cursive effort which Odin is here to do

1. Select a resource from the list /resources
2. Click Clone
3. Tweak as desired
4. Finally click Save

Creating a Resource (Smart Option B.)

If a project has already been created and its known that a particular resource can conduct part or all of project and the works involved but this resource is not yet setup in Odin, Odin can affiliate project attributes to the resource to build the resource and remove the initial administration required for the resource setup. After which, this resource will be available for tweaking to better suit a holostic picture

1. Select a project from /projects
2. Click Edit, scroll down to the Disciplines and Tasks section and click the tab Resourcing
3. Select all the disciplines that the Resource is capable of using the checkboxes on the left. A side bar should slide out with a Create An ideal resource button and cumulative details about these Disciplines further down
4. Click the Create An ideal resource to set the resource up and then it will change to a prompt for resources to be selected.
5. Start typing New Resource and the ideal resource should appear named as New Resource suffixed with the date that it was created in the form of month dd year
6. Selecting this resource will assign these works to it or don't assign the works and let Odin work it during the Schedule Generation
7. Navigate to /resources find the New Resource in the list and tweak as required

To Create Teams apart of a Resource (Smart Option A.)

If similiar teams already exist in a resource, Odin can clone these to make teams with the capabilities, this reduces the setup of standard teams enormously. Once cloned you may edit these to tweak them to their particular grade. This saves alot of the setup and re-cursive effort which Odin is here to do

1. Select a resource from the list /resources
2. Scroll down and select the comparable team
3. Click Clone
4. Tweak as desired
5. Finally click Save

Create Discipline Rates for Teams (Smart Option A.)

If a team can occupy all disciplines the organization is capable of, Odin can automatically assign these. In another scenario where the team can do most of the disciplines the organization is capable of its a handy tool to add all of the capabilities and then delete the ones that they are incapable of.

1. Select a resource from the list /resources
2. Scroll down and select the respective team and click edit
3. In the tab Capabailites And Work Rates click the Create button. A side bar should slide out on the right side of the screen with the button Apply All Organization Capabilities
4. Click this button and All Organization Capabilities will be added to this team with the rates, names, unit of measures and descriptions all pre-filled
5. Finally click Save

In the case of removing a bunch and using this as a short cut to add the majority in little effort, proceed with the below steps

6. Click Done in the right sidebar
7. Select the Discplines that cannot be conducted using the checkbox next to each in the list
8. click remove in the right sidebar to delete them and then click Save