Resources Section of Activity Details of the Resources Dialog Box

Overview

Use this section to view a list of resources assigned to an activity, report time worked on an activity, report estimates of remaining work for your activities, report estimates of remaining work for a non-labor or material resource, and to report completed assignments.

Screen Elements

Assign Resources link

Opens a dialog box to search for and select a resource to assign. See Working with "Select a Value" Dialog Boxes for further details of how to use this dialog box.

Assign Roles link

Opens a dialog box to search for and select a role to assign. See Working with "Select a Value" Dialog Boxes for further details of how to use this dialog box.

E-mail these resources link

Enables you to send an e-mail about the selected activity to resources, including the activity name and other information, such as the WBS name, Start, Finish, and Resources.

Resource Name field

The name of the resource. Click to open the Resource Details page. See Resource Details Page of the Activity Form Page for further details.

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.

Role Name field

The name of the role assigned to the resource for the selected activity.

Search Criteria field

Determines whether the assignment has any associated search criteria, indicated with a Yes or No link. When search criteria have been specified, this field shows a Yes link that provides access to the stored resource request search criteria used to search for a qualified resource.

When you assign a resource using the Request Resources feature with your custom resource search criteria, the search criteria you specify is saved and a Yes link appears in the Search Criteria column beside the assignment, indicating search criteria is specified. This saved search criteria can be useful at a later time if you ever need to modify the resource assignment and want to reuse the same criteria.

A No link appears when the assignment was made directly without any search criteria; however, you can click the No link to specify search criteria for the resource or role assignment.

Planned Units field

The sum of planned labor units and planned nonlabor units.

Actual Units field

The sum of the actual non-overtime and the overtime units worked by the resource on the activity.

Calculated as Actual Regular Units plus Actual Overtime Units.

Values for Actual Regular Units and Actual Overtime Units are obtained from either timesheets when project actuals are applied or directly from the updated fields in the interface.

Remaining Units/Time field

The units per time required to complete the activity.

Resource Details

Click a resource name or a role name to display the resource details. See Edit Resource Assignment Dialog Box.

Getting Here

From the Projects section:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Team Usage.
  3. On the Team Usage pane:
    1. If multiple projects are open, select a project from the Select Project list.
    2. Click the Organized By list and select Roles.
    3. Expand a project and select a role.
    4. Select the Spreadsheet display option
    5. Click a project in the list below the role.
  4. In the Resources dialog box:
    1. Click the Unstaffed and Staffed option to show all activities.
    2. Select an activity.
    3. Expand the Resources section.

From the Dashboards section:

  1. Click "" Dashboards.
  2. On the Dashboards page, expand the Open Requests for Resources portlet and select a project or role name, depending on your customization options.
  3. On the Resource Staffing page:
    1. Click the Unstaffed and Staffed option to show all activities.
    2. Select an activity.
  4. On the Activity Details page, expand the Resources section.

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