Where can I do this?
If you have the required privilege, you can add or edit activity resource estimates on the Projects > Activities page or you can click on an activity name in a workspace portlet.
On the Activities page, you can either record estimates directly in the Activity Table or you can select an activity in the table and display its details.
To display the Activities page, open the project or project group you want to work with, then click on the Projects toolbar.
When you click on an activity name in a portlet, its corresponding details page displays.
I want to
Add or edit resource estimates in the Activity Table
- If the Activity Table does not display the columns you require for recording estimates, for example
Planned or Budgeted
Labor Units, click
on the Activities toolbar to customize your view to add them.
For information about choosing the columns you want to display in the Activity Table, see Choose and organize the content of an activity view.
- To record estimates, double-click in the appropriate column.
- When finished, click
(Ctrl+S) to save your changes or click
(Ctrl+Z) to cancel your edits.
Add or edit resource estimates in Activity Details
From the Activity Resource details page, you can record and manage resource estimates and associated resource assignment attributes, such as rate and cost account.
Step 1: Displaying Activity Resource details
The procedure for displaying Resource details differs depending on whether you access the details from the Activities page or in the Activity Details form.
From the Activities Page:
- Select the activity and, on the Activities toolbar, click
.
- Select Activity Details.
- Select Assignments. The Assignments dialog box displays.
or
In the activity table, right-click an activity and select Assignments.
From the Activity Details form in a portlet:
Expand the Resources section, if necessary.
If Resource details do not appear, edit your preferences to add them.
Step 2: Add or edit resource estimates
- Click the resource or role name.
- Edit the resource estimates and additional details as required, then click Save.
For more information, see Activity Resource Details.