Managing resource data
- add resources
- modify or delete resources
- modify the resource hierarchy
- add, modify, or delete resource teams
- use codes to categorize resources
- assign, modify, or remove resource codes
- working with roles
- add, modify, or delete role teams
- create or edit a list of favorite resource codes, resource teams, and roles
- export resource allocation data
- export role allocation data
- import resource data
- printing resource information
Resource Planning and Staffing
- plan and allocate resources and roles at the project or WBS level
- export resource planning data
- review resource requests
- assign resources to unstaffed activities
- analyze resource allocation in chart formats
Resources views
Tip: The main resource pages, listed below, are directly accessible from the Resources Home page or the Resources action menu; additional resource pages are available and accessible from these main pages.
- Resources Home page
access the resource hierarchy and all other resource pages - Edit Favorites
add or modify a list of your favorite resource codes, resource teams, and roles
- Details tab
access details about each resource - Team Details tab
access details about the selected resource team
- Analysis tab
view resource allocation data in your choice of four graphical formats, including area and pie charts - Usage tab
view resource allocation data in spreadsheet or histogram format - Add Resource page
manually add or import new resources - Create Resource Team page
create a new resource team - Plan Resources page
plan and allocate resources at the project and WBS level
- View Role Usage page
monitor staffing requirements
- Manage Role Teams page
add, edit, and delete role teams