Edit Resource Assignment Section of Activity Details of the Resources Dialog Box

Overview

Use this dialog box to assign resources and specify details for the resources such as units, costs, and rate.

Screen Elements

Resource field

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

Role field

The name of the role.

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.

Units area

The information to display in the Resources section:

Planned field

The expected number of units required to complete the activity.

Actual field

The exact number of units that have been expended or the total cost that has been incurred for the selected activity.

Remaining field

The number of units required to complete the activity.

Remaining Units/Time field

The units per time required to complete the activity.

Delete Assignment link

Deletes the current assignment.

Getting Here

From the Team Usage page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Team Usage.
  3. On the Team Usage page:
    1. If more than one project is 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 in the left pane.
    4. Select the Spreadsheet option and click a project in the right pane.
  4. In the Resources dialog box:
    1. Click the Unstaffed and Staffed option to show all activities.
    2. Select an activity.
  5. On the Activity Details page, expand the Resources section and click a resource or role.

From the Dashboards page:

  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 Details 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 and click a resource or role.

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