Resource types

Resource types are associated with disciplines and must be added to add claiming schemes to projects. For more information, see Configure claiming schemes. Each claiming scheme step must have an assigned resource type. Examples of resource types for an Electrical discipline might include Electrical Designer and Electrical Engineer. All resource types are automatically inherited to all projects in the organization.

You can manage resource types in your organization in Settings > Design > Engineering > Resource types.

Steps

You can do any of the following actions:

  • Add - Enter a resource ID, Description, select a discipline from the Select discipline drop-down list, and then click the Add resource icon.

  • Remove - Click the Remove resource type icon to the right. You cannot remove a resource type that has been assigned to a project.

  • Edit - Click in the fields, and then enter text.

  • Sort - Select a resource type, and then click the up and down arrows to the right of the table to adjust the position of a resource type.

When resource types are created, they become available to add to claiming schemes for projects in the organization.

Considerations

  • You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Engineering.

  • Disciplines must be added to create resource types.