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Creating Task Virtual Resources

Creating Task Virtual Resources

Jul 10, 2024

Overview

Universal Controller lets you create Task Virtual Resource records by assigning Virtual Resources to tasks via a Virtual Resources tab in the task Details.

(You also can assign Virtual Resources to tasks via the Tasks tab in a Virtual Resource Details.)

A Task Virtual Resource defines a Virtual Resource dependency for a task.

Creating a Task Virtual Resource

There are two methods for creating Task Virtual Resources:

  1. The New button above a Task Virtual Resources list lets you either create a Task Virtual Resource by selecting a specific Virtual Resource or by specifying the Virtual Resource as a variable..

  2. The Edit button button above a Task Virtual Resources list lets you create and/or delete Task Virtual Resources for a task by selecting and/or de-selecting specific Virtual Resources.

New Task Virtual Resource

Step 1

Select a task from a Tasks list and, in the task Details for that task, click the Virtual Resources tab. The Task Virtual Resources list displays.
 

Step 2

Click the New button. The Task Virtual Resources Details dialog displays.
 

Step 3

Using the field descriptions, below, as a guide, complete the fields as needed.

Step 4

Click a Save button to save the record and return to the Task Virtual Resources list.

Step 5

If appropriate, repeat these steps for any additional Task Virtual Resources that you want to add.

Edit Task Virtual Resources

Step 1

Select a task from a Tasks list and, in the task Details for that task, click the Virtual Resources tab. The Task Virtual Resources list displays.
 

Step 2

Click the 

 button to display the Edit Member dialog.
 

 

  • The Collection window displays all Virtual Resources that have not been assigned to this task.

  • The Virtual Resource List window displays all Virtual Resources that have been assigned to this task.

Step 3

If you want to filter the tasks in the Collection window, click the filter icon (see Filtering for information about how to construct a filter.)

Step 4

Move virtual resources from the Collection window to the Virtual Resource List window:

  • To move a single virtual resource, double-click it or click it once and then click the > arrow.

  • To move multiple virtual resources, Ctrl-click them and then click the >  arrow.

  • To move all virtual resources, click the >> arrow.

To move virtual resources from the Virtual Resource List window to the Collection window:

  • To move a single virtual resource, double-click it or click it once and then click the < arrow.

  • To move multiple virtual resources, Ctrl-click them and then click the < arrow.

  • To move all virtual resources, click the << arrow.

Step 5

Click Save.

Task Virtual Resources Field Descriptions

The following table describes the fields and buttons in the Task Virtual Resources Details.

Field Name

Description

Field Name

Description

Details

This section contains details for the task virtual resource.

Resource

Allows you to select an existing Virtual Resource as a Task Virtual Resource for this task.
 
Clicking the Virtual Resources Details icon next to the Resource field allows you to create a new Virtual Resource, but that does not automatically add it to the list of Task Virtual Resources for this task.

Resource Variable

Indication of whether the Resource field is a reference field for selecting a specific Virtual Resource (unchecked) or a text field for specifying the Resource as a variable (checked). Use the format: ${variable name}. The variable must be a supported type as described in Variables and Functions.

Amount

Number of resource units required from the Virtual Resource.

Buttons

This section identifies the buttons displayed above and below the Step Action Details that let you perform various actions.

Save

Saves the new System Operation Step Action Details record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & View

Saves a new record in the Controller database and continues to display that record.

Update

Saves updates to the record.

Delete

Deletes the current record.

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this task.