Resources Section of the Global Tab of the My Preferences PageOverview Use this section to configure resource staffing and assignment options. Screen Elements Resource Staffing Expand this section to choose your resource staffing options. Automatically summarize project after assigning resources option Determines whether to summarize a project after you assign resources. Because availability calculations for resource staffing features are based on summary data, choosing this option ensures that your staffing decisions are based on the most up-to-date resource allocation data. When this feature is enabled, you can check the status of the summarizer job on the Activities page in the View Service Status dialog box. Within the resource staffing feature, click on an activity name to show limited activity details, based on whether you select Display Resource Assignments, Display Notebook, and/or Display Steps. An administrative setting is also required to implement this feature. For more information, contact your P6 administrator. Display Resource Assignments option Determines whether to display an activity's resource assignment details, for example, planned units and remaining units/time. Display Notebook option Determines whether to display activity Notebooks when viewing activity details. Display Steps option Determines whether to display activity steps when viewing activity details. Resource Assignments Expand this section to choose your resource assignment options. When adding or removing multiple resource assignments on activities options When adding or removing multiple resource assignments, you can choose to preserve or recalculate units, duration, and units/time. Choose from the following options:
When assigning a resource to an existing activity assignment options When selecting a resource to staff an existing role assignment or replacing a current resource assignment with a different resource, you can choose to always use the current units/time and overtime factor of the new resource or you can choose to be prompted every time so you can select the units/time and overtime factor you want to apply to the assignment. Choose from the following options:
When a resource and role share an activity assignment options When selecting a resource to staff an existing role assignment or specifying a role for an existing resource assignment, you can choose to always apply either the resource or role rate (Price/Unit) to the assignment or you can choose to be prompted every time so you can select which rate you want to apply. Use the following options: Note: The assignment Rate Source field indicates whether the resource or role rate is applied to an assignment. The Rate Source, along with the Rate Type, determines the price/unit value used to calculate costs for the assignment.
Display the role limit based on options In P6 Professional and P6, you can define the maximum availability (limit) over time for each role in the Roles dictionary. In P6, role limits are displayed in charts, histograms, and spreadsheets that display role allocation data, such as the Capacity Planning chart and Role Usage histogram. Use the following options:
Number of available items to search for Roles, Resources, and Resource Codes field The number of search criteria items allowed when searching for resources to staff activities. The maximum valid value is 10. Getting Here
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