Resource Team Summary Portlet

Overview

Use this portlet to view the resources, their primary role, and the number of active projects for a team you select. The portlet lists those members of the resource team that you have access to, based on resource security. For example, if you choose to view a global resource team that includes a combination of resources within and outside of your resource access node, you see only the team members to which you have access. If you choose to view a resource team that is available only to you, all resources that you added to the team are listed.

Screen Element

Select a resource team field

The field used to select a resource team to display its members in the portlet.

"" E-mail resource team link

Sends an e-mail to the entire resource team.

Resource field

The name for the resource. Click the name of a resource to view their usage in a spreadsheet or histogram format.

Primary Role field

The name of the primary job title or skill for the resource.

Active Projects field

The number of active projects to which the resource is currently assigned.

Tips

  • Resource usage data is based on summary data, so it reflects values as of the last date the summarizer was run for a project. Assignment changes within a project after that date will not be reflected until the project is again summarized on the Activities or EPS page.
  • To control the number of items that display in the portlet, click Customize at the top of the page. Then, specify a number for 'Maximum number of rows displayed in dashboard portlets'. When the number of items exceeds the maximum, Next and Previous links display.
  • You can always customize your private dashboards, as well as multi-user dashboards you create; you cannot customize multi-user dashboards created by another user. You must have the required security privilege to customize a global dashboard.
  • From the spreadsheet, for projects you have access to, you can view a list of the resource's activities along with basic details, such as start and finish dates.
  • After you create a resource team, if a resource is removed from your resource access node or your access is modified, that resource will no longer be listed in the portlet.

Getting Here

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand the Resource Team Summary portlet.

Related Topics

About Resource Teams

About Portlets

List of Portlets

Customizing Portlets


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