Navigate to the Resource Listing page by clicking Go To > Resources > Listing from the Top Navigation bar, or select Resources from the Left Navigation bar.
The Resource listing page displays the following information for each resource:
General Tab: You can view the status and count of all projects, activities, documents and pre-projects associated with the selected resource. You can also view general information about this resource.
Utilization Tab: You can view the resource utilization chart and the planned versus actual utilization of this resource.
Gantt Tab: You can view the Gantt chart for all activities or tasks associated with a resource. You can view the plan versus the actual dates and the percentage complete for each activity.
Heatmap Tab: You can view the pending requested effort (RQ), the committed effort (CM), the actual utilization (AQ) and the committed effort as a percentage of capacity (CM/CP %) for each resource.
Assignments Tab: You can view assignments associated with a resource. The name, project role, project ID, status, start and end dates and the plan effort, actual effort and remaining effort associated with each project are also displayed.
Rate Tab: You can view the setup rate, overtime rate and standard rate for the selected resource.
Expertise Tab: You can view the areas of expertise for the selected resource.
Calendar Tab: You can view the number of work days, work hours and exceptions for the selected resource.
Certification Tab: You can view the type of certificates, the date they were acquired, the status and the start and end date of training that this resource has received.
From the Resource Listing page you can also add, edit, delete and copy resources.
To edit a resource, select a resource from the Resource Listing page and from the Actions menu select Edit. You can make changes to the resource details, area of expertise, Certifications, and Assets. You can delete a resource by selecting Delete from the Actions menu. To copy a resource, select Copy from the Actions menu.
