About Data Setup

This topic provides information about the Data Setup and resource tables.

This page discusses:

See Also
List of Authorized Resources
Creating a Resource Table

What is Data Setup?

Data Setup is an app that enables administrators to associate physical resources with resource tables and resource sets with collaborative spaces for given apps. When working with the customized app, the user only sees the resources bound to the collaborative space, the application retrieves the associated resources.

Each knowledge based app uses one or several resources tables to reference its resources. Each table contains a list of resource items and checks that the logical name of each item is unique in the table.

Each resource item has several attributes:

  • A logical name that is the unique identifier to access the pointed physical resource.
  • A type deduced from the pointed resource if any, or preset by the user to ease the resource selection. This type can be used as a search filter.
  • A list of resource sub-items (at least one) distinguished through their criteria values.
  • A comment describing the resource usage.

Each resource sub-item has several attributes:

  • A list of criteria values
  • A link to the referenced resource.
  • A name (that cannot be edited by the user) deduced from the pointed resource.
Notes: These resources cannot be used by all apps. Each app defines the resources it can use.

Creation Process

The administrator:

  1. Creates a resource table and associates physical resources with the table.
  2. Associates the resource table with a collaborative space and publishes.
    Note: The end user can only access the defined resources bound to the collaborative space.

The end user selects its credentials when logging on.

Access

The ProjectResourceManagementWorkbench command can be accessed by the Owner and Administrator only.

Collaborative Spaces and Resources



In the opposite example, if you log on with a role, choose the DEFAULT collaborative space, and select Discipline1, the resource set you use is the one located under Discipline1, that is to say ResourceSet2. ResourceSet1 is not taken into account.

If you log on with a role and choose the Default collaborative space, the system goes up to the root to look for resources and, as no resource set is found, the one located under the Corporate collaborative space is used, that is to say ResourceSet1.

Note: The fact that you see (or not) the resource sets depends on the P&O.