Working with Resource Assignments
EnterpriseTrack allows you to view the resource assignments of all the team members within a project. You can view the list of proposals and projects that each team member is associated with. You can also view the Gantt Chart as well as a Utilization chart for each user.
The Assignments page displays the following information:
- Name, resource type (person, equipment, etc.), system access profile, manager (if any) and the email address of the user.
- Total Available Hours: The system looks at the current work load of the user, and any workload in the pipeline and based on those numbers gives you the total available hours for a user.
- Workload on projects: This is based on the number of hours assigned to the user for projects that are already in progress. You can see the number of hours as well as a diagrammatic representation of the percentage utilization of the user. Place your cursor on the bar graph to view the actual numbers.
- Workload in pipeline: This is based on the number of hours assigned to the user in proposals that are currently active. You can see the number of hours as well as a diagrammatic representation of the percentage utilization of the user. Place your cursor on the bar graph to view the actual numbers.
- Total Workload: Workload on projects + workload in pipeline.
To view the resource assignments of team members of a project,
- Navigate to the Project Resources page by selecting (Project #) > Resources, or by clicking the Resources link on the Left Navigation bar within a particular project.
- Click the Assignments tab to view the assignments associated with each user.
- Click the Gantt Chart tab to view the Gantt chart for each user
- Click the Utilization Chart tab to view a utilization chart for each user.
- Click Done to return to the Project Resources page.
Assigning Resources to a Project
Re-assigning a Team Member to a Role
Edit Team Member Information
View Rate Change History
Using the EnterpriseTrack Email client
Using an External Email Client
Managing Your Team Picture
Deleting a Team Picture
Create Request for Resource Allocation
Edit a Resource Allocation Request
Withdraw a Request for Resource Allocation
Reopen Resource Allocation Request
Release Project Resource Allocation
View a Team Member's Calendar