All FocalPoint users require an assigned Costing Resource Code to be setup and linked to the member record in FocalPoint Administrator. If you try to log in without this configured, you see the error
'Error Logging On: User not configured as a costing resource'.
Log into FocalPoint Administrator
Browse to System Control, Users
Locate the relevant user in the list and make a note of the profile they are in
Now browse to System Control, Security Profiles
Select the affected users profile and click Members
Select the user in the list on the left hand side
In the fields below, there is a field called "Resource Code" use the ’...’ button, to bring up a list of available resource codes
If there is a suitable resource available for this user, double-click on it to select it
Click OK to save all changes
If you are unable to find a suitable resource code, you will need to create a new one in Dimensions
To create a new Resource code in Dimensions:
Log into Dimensions
Click on Costing, Resources
Click Insert
Enter all of the required information.
Once happy, click Save
Return to FocalPoint Administrator and follow the steps above to assign this resource code
Once done the user will be able to log in
To create a new Resource code in Supply Chain:
Go to System
Click Personnel
If the user already has a personnel record, proceed to step 4. If not, one can be added by clicking New Personnel, filling out the required details, clicking Save
Select the Personnel code that you would like to associate the Resource with
Click Create Resource
Fill out the required details, then click Save and Close
In case of updating the resource code for existing users, all the transactions will be on his/her old resource code (at least for Timesheets. Expenses, Absences), so they won't be able to see those once you change the resource code.