Resources represent People, Equipment, and Other Materials used on a project. SYNCHRO Perform manages these Resources by assigning them to projects, and setting rates for cost analysis.

The purposes and capabilities of each Resource type are: 

People are unique in an SYNCHRO Perform instance, and can be assigned different rates and role across projects. This ensures that duplicating (or re-creating) a Person if they move projects, or start a new project, is not required. However, Equipment and Other Resource types are specific to each project, and cannot be assigned to multiple projects.

Assigning a Resource to a project is called a ‘Resource Assignment’, and is used for People, Equipment and Other Resource types. These allow Resources to be assigned to different companies and roles over time. However, a resource can only have one Resource Assignment at any one time. To support reporting, historic (or prior) Resource Assignments are stored in SYNCHRO Perform.

Create Resources - People

1. To add People, select Resources > People.
   
2. First, ensure a Person has not been added already by searching the Person’s name in the Search box.
3. Select Current, Previous, and Never before searching to ensure no entries are missed.
4. Add people by clicking Add Person, and add work roles with Add Work Role; Work Roles should be added before being used for a Person.
5. Enter details in the page that opens as needed, ensuring all boxes marked with an asterisk are filled.
6. Selecting a Roster Work Code automatically populates the Work Roster.
7. Selecting a Supervisor automatically populates the Supervision Roster.
8. Employment details can also be added as needed.
9. If a Person is a Supervisor, click the Supervisor? checkbox (required), and assign a Supervisor Code as needed*.
   A unique code, up to 5 capital letters and/or numbers.
10. When all information is entered, click either Create Person or Create Work Role.
    Each person’s name must be unique; if two people share a name, add an additional initial.

* The Supervisor Code assists in filtering, identifying, and rostering, and can also be ​used to identify a Supervisor when entering Usage

Create Resources - Equipment

1. To add Equipment, select Resources > Equipment.
   
2. First, ensure the Equipment has not been added already by searching the Equipment’s name in the Search box.
3. Select Current, Previous, and Never before searching to ensure no entries are missed.
4. Add equipment by clicking Add Equipment Item, and add equipment types with Add Equipment Type.
5. Enter details in the page that opens as needed, ensuring all boxes marked with an asterisk are filled.
6. When all information is entered, click on either Create Equipment Item or Create Equipment Type.

Create Resources - Other

1. To add other materials, select Resources > Other.
   
2. First, search the Other Resource’s name in the Search box to ensure it has not already been added.
3. Select Current, Previous, and Never before searching to ensure no entries are missed.
4. Add materials by clicking Add Other Resource, and add material types with Add Other Resource Type.
5. Enter details in the page that opens as needed, ensuring all boxes marked with an asterisk are filled.
6. When all information is entered, click on either Create Other Resource or Create Other Resource Type.

Assign Resources

Resource Assignments define the Company, Work Role/Type and the period the assignment spans.
Only one Resource Assignment per Project can be active at any one time.

1. To assign a Resource, navigate to either People, Equipment, or Other, then click on an item.
   
2. The item’s page shows all assignments for a Resource; for a new assignment, select a project from the dropdown menu, then click New Resource Assignment.
   Note: A single Resource can have different roles in different projects, however it cannot have two
   roles in the same project.
3. Enter details in the page that opens as needed, ensuring all boxes marked with an asterisk are filled.
4. When all information is entered, click on Create Resource Assignment.
5. Alternatively, to edit an existing assignment, click on the  icon on the item’s page, make changes as needed, then click Update Resource Assignment.