Working with Resource Effort Distribution
You can use the Resources tab to assign and plan the effort for each resource associated with a project activity.
- Select a project and navigate to the Roadmap page (Project #) > Roadmap and select an activity.
- Select an activity and from the Actions column select Edit > Resources. The current resources and effort distribution is displayed.
- Select the Period Type if you chose Plan Effort Type as Effort at Resource Level (Detail).
- Click the Assigned checkbox to select the resources.
- Select the role this resource this resource will play. You can check the box next to R (Responsible) or A (Accountable).
- Enter the percentage that this resource is available to work on the activity.
- Enter the effort distribution if you chose Effort at Activity Level – Unequal % Distribution for Plan Effort or Actual Effort.
- Enter the number of hours under Total Effort and Overtime Effort if you chose Effort at Resource Level (Summary) for Plan Effort or Actual Effort.
- Select the assignment type.
- Click the Save button to save your changes.
Adding a New Activity or Task
Assigning Resources to an Activity or Task
Adding a Document to a Roadmap or Task
Uploading a Tool
Working with Project Dependencies
Working with Project Status Indicators
Working with Efforts and Dates
About Effort Types
Viewing Finances for an Activity
Modifying an Activity or Task
Activity Approvals
Completing an Activity