Resources Section of the Activity Form Page

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.

Request Resources link

Opens the Open a Request for a Resource dialog box. This dialog box is identical to the open a request for resource located on the Activities page. See Open a Request for a Resource Dialog Box of the Assignments Detail Window of the Activities Page for more details.

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.

Customize link

Opens a dialog box to customize the columns viewed in the resources portlet. See Configuring Columns or Values for further details.

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.

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 field

The remaining units of work to be performed by this resource on this activity.

Calculated as Budgeted or Planned Units minus Actual Units.

Planned Units/Time field

The planned units per time at which the resource is to perform work on this activity.

For example, a person assigned full time would perform 8 hours of work per day. A department of five people might perform at 5 days per day.

Remaining Units/Time field

The units per time required to complete the activity.

Getting

From the Workgroup Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Resources section.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Resources section.

Related Topics

About Resources

Assigning Activity Resources

Configuring Activity Resources

About Roles

Assigning Activity Roles

Configuring Activity Roles


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