1. How to make changesto a Resource
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Enterprise Resource Management Procedures
These are the instructions on how to update the details on resources in the Sypris Resource Pool.
No matter which method is used to update the resource data, only change the following fields;
Base Calendar= SyprisCalendar
TimesheetManager=Functional Manager
StandardRate (changedbythe Administrative Team)
CurrentMax. Units% (Approved CapacityRate appliesunlessParttime orIntern)
Employee Number=from HR
Code (Skill Code) =fromHR
First Open Internet Explorer or MS Project Professional, and Open the Sypris Server and go to the
“Resource Center” to select the employees to update.
Select the employees to change by clicking the box so it is checked.
Select a group by setting the “Group By” filters to “Group”.

2. How to make changesto a Resource
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If the group is not showing all resources, open the Group by clicking on the “+” box. Then select the people by
checking the box
Open the Group and select the employees by clicking on the box on the left of the table.
Click the Open project folder Icon on the ribbon to open the resources in MS Project Professional.

3. How to make changesto a Resource
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Here is the quick and EASY way to:
Change the “Max Units”, and “Employee Skill Code”. Here just change the data in this view.
Then “Save”, “Close”, and check back in is asked.
Note:The employee# and CostRate aremaintained by the administrativeteam.
Once project opens select the first resource to manage by double clicking on the resource line.
Note: Using this method is more detailed and allows you to have more access to the resource details.
A window pops up and here is where the changes are made for this resource.
On the “GENERAL” tab only update the “Max Units” and the Skill Code (“Code”). The word “Group” here
means department and is populated by the Active Directory (IT).

4. How to make changesto a Resource
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Click the “Change Working Time” button to change the resource regular working time if it is different than
from the standard Sypris Company Calendar.
Click the Detail button on the bottom to view the Outlook details for this resource
Never ever check these boxes because only IT can activate a resource, and very bad things happen if “Generic”
is checked.

5. How to make changesto a Resource
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Click on “Allow”.
Click “OK” to close and go back to the Resource Details.

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This page of the instructions is only for the Administrative Team.
Select the “Costs” tab to enter the standard rate according to the Finance department for the
resource. The default rate is zero.
To add the new rate for next year or next time Finance changes the “Standard Rate”
Enter the effective date and enter the new rate in the “Standard Rate” column. Do not change the
other columns.

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Click on the “CustomFields” to enter the employee number
After making all the changes, Click OK

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Then Click “File” and the window below pop up then click “Save”.
Lastly in MS Project Professional click file then Close.
If a window pops up asking to Save and check the resource back in click “YES” Then click OK.