Edit Resource Assignment Dialog Box

Overview

Use Activity Resource Details to assign resources and specify details for the resources such as units, costs, and rate.

Screen Elements

General area

Enter information in the following fields to display in the Resources section:

Resource field

The name of the resource.

Role field

The name of the role.

Primary Resource option

Determines whether the corresponding resource is the activity's primary resource.

Typically, the primary resource is the person responsible for the overall work on the activity and for updating activity status.

Units area

Enter information in the following fields to display in the Resources section:

Planned field

The expected number of units required to complete the activity.

Actual field

The exact number of units that have been expended or the total cost that has been incurred for the selected activity.

Remaining field

The number of units required to complete the activity.

Remaining Units/Time field

The units per time required to complete the activity.

Getting Here

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. On the Analysis page, click the Role Usage tab.
  4. On the Role Usage tab, select a role and select to display the Spreadsheet.
  5. On the Spreadsheet, click a project name.
  6. In the Resource Staffing dialog box, click an activity name.
  7. In the Activity Details dialog box, expand the Resources section and click a Role Name.

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