Resource Staffing Dialog Box

Overview

Use this dialog box to view project activities that have unstaffed and staffed assignments for a particular role and to search for and assign resources to those activities. The activity list is sorted alphabetically by name.

Screen Elements

Return to Spreadsheet link

Closes the current dialog box and returns to the Spreadsheet view.

Display options

Determines whether to display only unstaffed activities, or staffed and unstaffed activities, for the selected role.

Select options

Determines whether to assign a known resource to the corresponding activity or search for a list of possible resources.

Activity Name field

The activity associated with the role.

To view more details about the activity, such as steps and notebook items, click the activity name link.

Resource Name field

The name of the resource assigned to the activity.

Resource Type field

The type of resource/role assignment.

Labor: Indicates that the selected resource performs labor, which is measured in units of time.

Nonlabor: Indicates that the selected resource does not perform labor, but its work is measured in units of time.

Material: Indicates that the selected resource does not perform labor and its work is measured in units you specify.

Start field

The current start date of the activity. For started activities, this is the actual start date. For not started activities, this is the planned start date until the project is scheduled. When scheduled, the start date field is set to the remaining early start date.

Finish field

The planned finish date for an activity not yet started or the remaining finish date for an activity that has already started.

Remaining Units field

The remaining units for completing the assignment.

Calculated as Remaining Duration multiplied by Remaining Units per Time.

Remaining Units/Time field

The units/time at which the resource is expected to perform the remaining work on the activity.

Search Criteria field

The indication of whether there is saved search criteria.

Search link

Displays configurable options to search for resources.

At least one activity must be selected. See Resource Search Criteria Dialog Box.

Assign Resource link

Displays a dialog box with search options and a list of resources that includes only resources that belong to your access node, based on resource security, and current project resources. See Working with "Select a Value" Dialog Boxes for further details.

Tips

Staffed resource assignments that have actual units are not listed on the Resource Staffing page.

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:
    1. Select a role from the list of available rows.
    2. Select Spreadsheet from the Display options.
    3. Click a project name.

Or

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Team Usage.
  3. On the Team Usage page:
    1. Select Roles from the Organized By list.
    2. Select a role.
    3. Select Spreadsheet from the Display options.
    4. Click a project name.

Related Topics

Assigning Resources to Unstaffed Activities

Searching Resources

Sending E-Mail to a Project Manager


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