9 0:Resource Management

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[edit] Resources

The Resources module of this application helps to obtain the various reports with regard to the resources and the projects to which they belong.

Apart from the above reports, choosing the Directory option from the list of the options in the left navigation bar opens to the list of the Resources, roles defined, User profiles for all the resources in the list, and the business and projects to which they belong.

[edit] To Reserve by Resource

Reserve by Resource
Reserve by Resource
  1. Go to the RESOURCE tab.
  2. Select the [Reserve by Resource] option under Reservations.
  3. Select the drop down values on business, Resource and the start month based on which the report is to be obtained and click on the [View] button.
  4. In the Project drop down of the Reserve by Resource grid select the Project that is to be added to the report and click on [Add]. The selected project is now added to the report in the grid.
  5. Edit the percentage values for the months in the grid for the added project and click on the [Add] button. These percentage values of the project are saved to the report.
  6. Select the forward and backward arrows to move the monthly grid details for the next and the previous months.

[edit] To Reserve by Project

Reserve by Project
Reserve by Project
  1. Go to the RESOURCE tab.
  2. Select the [Reserve by Project] option under Reservations.
  3. Select the drop down values on business, Project and the start month based on which the report is to be obtained and click on the [View] button.
  4. In the Resource drop down of the Reserve by Project grid select the Resource that is to be added to the report and click on [Add]. The selected resource is now added to the report in the grid.
  5. Edit the percentage values for the months in the grid for the added resource and click on the [Add] button. These percentage values of the resource are saved to the report.
  6. Select the forward and backward arrows to move the monthly grid details for the next and the previous months.

[edit] To View Resource Reservation Summary

View by Resource
View by Resource
  1. Go to the RESOURCE tab.
  2. Select the [View by Resource] option under Reservations.
  3. Select the drop down values on business and the start month based on which the report is to be obtained and click on the [View] button. The Resource list with the list of the projects for the business selected in the drop down and their percentage of reservations for these projects are displayed. The over reserved, under reserved and the unreserved values are displayed with different colors to distinguish the same.
  4. Select the forward and backward arrows to move the monthly grid details for the next and the previous months.

[edit] To View Reserved vs. Assigned Resources

Reserved vs. Assigned
Reserved vs. Assigned
  1. Go to the RESOURCE tab.
  2. Select the [Reserved vs. Assigned] option under Reservations.
  3. Select the drop down values on business and the start month based on which the report is to be obtained and click on the [View] button. The Resource list with the list of the projects for the business selected in the drop down and their percentage of work assigned to each of them.
  4. Select the forward and backward arrows to move the monthly grid details for the next and the previous months.
  5. Click on the linkable percentage value for a selected resource to open the Reserved vs. Assigned summary for the selected resource. This window on Reserved vs. Assigned summary lists details on the Project name, Assignment, Assignment type, Work Assigned, Work Remaining, and the start and finish date of the work.

[edit] To View Tasks Assigned – Cross Project Assignment Details

View Tasks Assigned
View Tasks Assigned
  1. Go to the RESOURCE tab.
  2. Select the [Tasks Assigned] option under Assignments.
  3. Select the drop down values on business and the tasks assigned from and to date to define the period for which the Task Assigned details are required and click on the [View] button. The Task details for every resource in the selected business are displayed.
  4. Double click on a selected task to view or edit the task details.
  5. Select the forward and backward arrows to move the monthly grid details for the next and the previous months.

[edit] To View Resource Assignment Summary

Resource Assignment Summary
Resource Assignment Summary
  1. Go to the RESOURCE tab.
  2. Select the [Summary] option under Assignments.
  3. Select the drop down values on business and the start month based on which the report is to be obtained and click on the [View] button. The Resource list with the list of the projects for the business selected in the drop down and their hours of assignments for these projects are displayed.
  4. Select the forward and backward arrows to move the monthly grid details for the next and the previous months.
  5. Click on the linkable hours displayed in the grid for any resource to view the Resource Assignment Summary details for the selected resource. This window on Resource Assignment summary lists details on the Project name, Assignment, Assignment type, Work Assigned, Work Remaining, and the start and finish date of the work.

[edit] To View Project Summary

Single Project Resource Assignment
Single Project Resource Assignment
  1. Go to the RESOURCE tab.
  2. Select the [Project Summary] option under Toolbox. The Directory window is now open with the list of all the resources in the project. By default, the Resource tab lists all the resources belonging to all the businesses.
  3. Select a required business in the Directory drop down, a required Project from the Project drop down, start month for the report and click on [View]. Resources belonging to the selected business and project are displayed.
  4. Click on the [tree] button to view the alphabetical nodes under which the projects are grouped in the business.


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