Role and resource attribute forms can be designed in Primavera uDesigner. In addition, the Resource Manager uses Resource Booking business processes and Timesheet business processes.
Step 1: Import Resource Manager attribute forms and business processes. Importing the forms also imports the data elements and data definitions used with the Resource Manager. Some of these will need data set values input for the corresponding data definitions.
Step 2: Configure the Resource Manager at the company level.
Step 3: Create or import roles and resources at the company level.
Step 4: Set up the Resource Manager at the project level.
Step 5: Set permissions at company and project levels.
Step 6: Define the project-level resource allocation sheet under Project Templates (optional).
Step 7: Activate the Resource Manager to create the Resource Sheets at company and project levels (User Mode*):
| • | Allocations Summary |
| • | Resource Allocation |
| • | Booking Summary |
| • | Actuals Summary |
| • | Utilization Summary |
| • | Bookings vs. Actuals |
| • | Availability |
Step 8: Set up the Resource Dashboard (User Mode*).
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