to open the calendar and select a date.Use Resource to identify a person as a resource in the Beyond Software System. This is one of several screens that you can use to create resources. You may use this screen, Company, or Person.
Select Projects | Resources.
Select Team Member or Subcontractor.
Use Team Member if the resource is an employee.
Use Subcontractor if the resource is paid via a 1099.
In First Name, type the first name of the resource.
In Middle, type the middle name or middle initial of the resource.
In Last Name, type the last name of the resource.
In Preferred Name, type the name that the resource prefers to be called. For example, a resource named Robert may prefer to be known as Bob.
In Personal Title, type the resource’s title. For example, “Mr., Mrs., Miss, Ms.”
In Suffix, type the suffix that the resource prefers. For example, “Sr” for Senior, “Jr” for Junior, and so on.
In ID, type a unique identifier for the resource. You may want to create a numbering scheme, an alphanumeric system, or use the resource’s initials.
In Job Title, type the resource’s job title. For example, CEO, Controller, Superintendent, Consultant, Engineer, and so on.
By default, the Active check box is selected. If you want to make the person unavailable as a resource in the System, click to clear the Active check box.
Address area
In Line 1, type the mailing address of the resource.
In Line 2, type the resource’s post office box number or suite number.
In City, type the city or municipality where the resource is located.
In State, type the state where the resource is located. You can select a state from the dropdown list by clicking the down arrow.
Note: States are defined by going to Administration | Setup | States.
In Zip Code, type the five-digit or Zip Code +4 digit code where the resource is located.
Note: Specify only the zip code if you want the System to populate the city and state automatically.
In Country, type the country or region. You can select a country or region from the dropdown list.
In Phone, type the area code, telephone number, and extension for the resource.
In Fax, type the resource’s area code and fax number for the resource.
In Email, type the email address that you want to use as the resource’s main email address.
General area
In Employment Date, specify the starting date for the resource. Or, click Calendar to open the calendar and select a date.
If you selected Team Member in step 2 of Adding a Resource, specify a Termination Date as an employee’s last day of employment if they no longer work for the company. If you selected Subcontractor in step 2 of Adding a Resource, specify a Completion Date when the project is done.
Specify the resource’s team leader in Team Leader. You can also create a new team leader by using the Quick Add feature. For more information, see Quick Add. The team leader is the person who will approve the team member’s timesheets and expense reports.
If you selected Team Member in step 2 of Adding a Resource, specify a Work Status. The default value in Work Status is Active. The valid options are as follows:
Active
Deceased
Laid-Off
LOA (Leave of Absence)
Other
Retired
Terminated
History area
You must create at least one resource history detail line in order to save the resource. As you continue to use the system, each time you update the user with a new Team Leader, or pay rate for example, a new resource history detail line will be created for you.
In Effective Date, specify the effective date for the detail line. Or, click Calendar to open the calendar and select a date.
In Team Leader Name, specify the team leader’s name. Or, click Lookup 
to open Contact Lookup and select the team leader.
The following columns are assigned default values. If you need to, you can change the values. Use these columns if you have defined the policies in Chart of Accounts Policies. The labels here coincide with the values that you specified in Field Name and in Short Field Name in Chart of Accounts Policies.
In Home Dept, select the department that you want to be the default value when this box appears in a screen. Home Dept Description contains the related description.
In Home Ter, select the territory that you want to be the default value when this box appears in a screen. Home Ter Description contains the related description.
In Home Prd, select the product line that you want to be the default value when this box appears in a screen. Home Prd Description contains the related description.
In Project Account, select the project account that you want to be the default value when this box appears in a screen.
In Labor Category, select the labor category that you want to be the default value when this box appears in a screen.
In Pay Category, select the pay category that you want to be the default value when this box appears in a screen.
In Pay Rate, type the pay rate for the team member/subcontractor that applies to the Effective Date entered.
In Std. Cost Rate, type the standard cost rate for the resource that applies to the Effective Date entered.
In Hours per Week, type the number of hours the resource is expected to work. The field defaults to 40.
To save the resource and exit Resource, click Save and then click Close 
in the upper-right corner.