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.

  1. Select a project and navigate to the Roadmap page (Project #) > Roadmap.
  2. Select an activity.
  3. Select > Edit > Resources. The current resources and effort distribution is displayed.
  4. Select the Period Type if you chose Plan Effort Type as Effort at Resource Level (Detail).
  5. Click the Assigned checkbox to select the resources.
  6. Select the role this resource this resource will play. You can check the box next to R (Responsible) or A (Accountable).
  7. Enter the percentage that this resource is available to work on the activity.
  8. Enter the effort distribution if you chose Effort at Activity Level – Unequal % Distribution for Plan Effort or Actual Effort.
  9. 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.
  10. Select the assignment type.
  11. Click the Save button to save your changes.

Related Topics

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



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Last Published Tuesday, June 9, 2020