Setting up the Resource Manager in a project or shell consists of choosing resource allocation options and resource sheet defaults.
Note: Once you complete and save the Resource Manager setup information in a project or shell, the resource sheets will be created based on the options you choose. Once saved, you will not be able to change the allocation options. (You can change the resource sheet defaults.)
To set up the Resource Manager in a project or shell
1 | Go to Company Workspace tab and switch to Admin mode. |
2 | In the left Navigator, click: |
• | Company Sponsored Project > [project] > Setup > Resource Manager to set up the Resource Manager in a project. |
• | Company Sponsored Shell > [shell] > Setup > Resource Manager to set up the Resource Manager in a shell. |
3 | In the right pane, select Resource Manager and click Open. The Configuration window opens. Complete the window as described in the following table. |
4 | Complete the window as described in the following table. |
5 | Click OK. |
In this field: |
Do this: |
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Role Based Allocation |
Choose one of the following:
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Resource Sheet Defaults |
These default values will apply to all resource sheets at the project level:
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To edit the Resource Manager setup in a project or shell
1 | Go to Company Workspace tab and swith to Admin mode. |
2 | In the left Navigator, click: |
• | Company Sponsored Project > [project] > Setup > Resource Manager to edit the Resource Manager setup in a project. |
• | Company Sponsored Shell > [shell] > Setup > Resource Manager to edit the Resource Manager setup in a shell. |
3 | In the right pane, select Resource Manager and click Open. The Configuration window opens. |
4 | You can edit the Resource Sheet Default settings. These changes will be reflected on the resource sheets for the project or shell. |
You cannot edit the Role Based Allocation settings.
5 | Click OK. |
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