In the Resource Manager, administrators can set up and manage personnel resources in a company, project and shell. Resources can include those of a partner company.
The Resource Manager manages the planning, deploying, and tracking company or project/shell resources. It supports the creation and management of resources and roles, with the ability to define and leverage multiple role rates, skills, proficiency levels, resource capacities, and more.
Resources can be associated with Primavera Unifier users, which enables the ability for resources to log in and view individual calendars and respond to assignments. Resources can be associated with one or multiple roles with different role rates. This allows for accurate resource cost tracking and management at the project level.
The Resource Manager supports Timesheet business processes for capturing and tracking actual resource costs associated with activities and assignments at the project, shell, and the company level. The manager also supports hard and soft Resource Booking BPs using a calendar that shows what project/shells a resource has been booked for, as well as the times during which the resource is unavailable.
An interactive Resource Dashboard provides the ability to track and report on all resource allocations, booking, utilization, and more.
Note: The Resource Manager has limited functionality in generic shells. You cannot allocate resources in a generic shell. This means you cannot view the Allocation and Utilization sheets. The Resource Booking business process is not available; however, users can book resources directly onto the Resource Summary sheet in a generic shell.
Using the Resource Manager, you can classify job functions into roles that can then be allocated to projects and shells. These roles will be used to define billable rates, which are used in budgeting, and can also be used in planning for resource demands across projects/shells. Roles are associated with personnel resources—the people who can perform these roles in a project/shell. The Resource Manager is where you can assign personnel to roles and projects/shells.
In the Resource Manager, a company’s or shell’s personnel can serve multiple roles, depending on their skills or interests. For example, a construction role and a plumbing role might be served by one person who has both carpentry and plumbing skills.
The Resource Manager automatically creates the following Resource sheets users need to manage resources, bookings, and certain budgeting functions:
|
Sheet |
Description |
|
Allocations Summary |
Master allocation sheet that shows role allocations at the company and project level in both hourly and currency views. Read-only. |
|
Resource Allocation |
Allows manual entry of role allocations against projects from company level so users can balance resources across projects. The Resource Allocation Sheet rolls up to the Allocations Summary Sheet at both the project and company level. |
|
Booking Summary |
Shows hard resource bookings across projects in both hourly and currency views. Users can add or edit hard-booked resources directly on the Booking Summary Sheet, or through the Resource Booking business process. |
|
Actuals Summary |
Shows resource actuals from timesheet data for the company in both hourly and currency views. Read-only. Populated by the Time Sheet business process. |
|
Utilization Summary |
Shows current total utilization of resources as a percentage of the total at the company level. Read-only. |
|
Bookings vs. Actuals |
At both company and project/shell level, shows hard resource bookings across projects/shells in both hourly and currency views, similar to the Booking Summary Sheet. Also shows columns per resource for booked hours, actual hours, and the variance (booked, minus actual hours). Read-only. |
|
Availability |
At the company level, shows current availability of each resource across projects/shells. The resource availability equals the resource’s total capacity, minus the total bookings across the projects/shells, minus the non-project times specified. |
Setting up the Resource Manager
Importing Resource Manager Attribute Forms and Business Processes
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