Viewing Resource Listing Details
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. From the Saved Search: View drop-down menu, you can select to view all resources or a just the resources you manage.
The Resource listing page displays the following information:
- Resources Tab: Displays a list of resources based on your search criteria.
- General Tab: Displays the Resource Distribution by Allowed Roles chart, the Resource Distribution by Access Profile chart, and the resource by status count.
- Utilization Tab: Displays the following resource utilization charts: the planned versus actual utilization (%) and the resource utilization chart.
- Gantt Tab: Displays the Gantt chart for all activities or tasks associated with a resource. You can view the plan versus actual dates and the percentage complete for each activity.
- Heatmap Tab: Displays the pending requested effort (RQ), committed effort (CM), actual utilization (AQ) and committed effort as a percentage of capacity (CM/CP %) for each resource.
- Assignments Tab: Displays assignments associated with a resource.
- Rate Tab: Displays the setup rate, overtime rate and standard rate for the selected resource.
- Expertise Tab: Displays areas of expertise for the selected resource.
- Certification Tab: Displays certificates acquired by a resource.
- Allocation Tab: Displays a list of allocations that are waiting for approval.
- Timesheets Tab: Displays a list of timesheets that are waiting approval.
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.