At the company level, you can edit your own resource properties and calendar. From your user login, Primavera Unifier identifies you and automatically gives you permissions to modify your properties and calendar. However, you must have View permission to the Resource Log.
To edit your resource properties
| 1 | Click the Company Workspace tab and go to Resource Manager > Resources in the Navigator. |
| 2 | On the Resources Log, double-click your name. The Resource Properties window opens. |
| 3 | Edit your information under each tab as necessary. |
This tab may vary according to the design of the resource attribute form. Fields may include:
| • | Resource Code: Automatically generated, manually entered, based on the configuration. |
| • | Resource Name: Edit your name, if necessary. |
| • | Description: Edit your description. |
| • | Resource Status: Edit your status. The default is active. |
| • | Capacity per week (Hrs): Edit the number of hours you can work in a day. Default value is 8. |
| • | Sunday (Hrs.).....Saturday (Hrs.): These fields may or may not appear. If they do, you can edit the number of hours you can work on each of these days. Primavera Unifier will use these values to calculate your Capacity per week. |
To add a role to your profile:
| a | Click Add. |
| b | Select a role from the Role picker and click Open. |
Primavera Unifier adds the role to your profile.
To remove a role from your profile, select the role and click Remove.
To add a skill to your profile:
| a | Click Add. |
| b | Select the skill from the drop-down list. |
| c | Specify your proficiency in this skill. |
| d | Specify your interest in this skill. |
To remove a skill from your profile, select the skill and click Remove.
You can view and manage booking dates as well as unavailable dates (non-project time, such as vacation days). The calendar shows both your soft and hard bookings. To edit your booking calendar:
| a | You can click the Month tab or Week tab to change the calendar view. A maximum of five projects/shells can be shown for any day in the month view. If you are booked for more than five project/shells in a day, you can view them all in the week view. |
| b | To view all projects/shells for any given day, select a day and click the Booking Details button. |
The Resource Booking Details window opens. The window displays the project/shell bookings for you on the selected date. For each project/shell, it shows project/shell number, project/shell name, booking status, dates when the booking starts and ends, total hours booked during this period on the project/shell, and total hours booked on the current date on the project/shell. The dates and hours shown include non-project time.
| c | To make yourself unavailable for booking on a certain date, select the date and check the Unavailable checkbox. You can click the drop-down list and select an option. |
The Projects/Shells tab is read-only. You cannot edit the information on this tab.
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.