Resources Section of the Activity Details Dialog Box

Overview

Use the Resources section of the Activity Details dialog box 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

Displays 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

Displays 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

  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 then expand the Resources section.

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