Role Activities for Project Dialog Box of the Analysis Page

Overview

Use this dialog box to view project activities that have unstaffed and staffed assignments for a particular role and to search for and assign resources to those activities. The activity list is sorted alphabetically by name.

Screen Elements

Display options

Determines whether to display only unstaffed activities, or staffed and unstaffed activities, for the selected role.

Assign Resource button

Displays a dialog box with search options and a list of resources that includes only resources that belong to your access nodes, based on resource security, and current project resources.

Publish Project button

Creates a service to publish project data for reporting and integration.

Search

Enables you to perform a search based on the value you enter in the search bar.

Selected / Unselected option

Enables you to assign resources to the selected activities.

Activity ID field

The unique identifying code for the activity assigned to the resource or role.

Activity Name field

The staffed or unstaffed activities for the selected project.

Resource Name field

The name of the resource assigned to the activity.

Resource Type field

The type of resource/role assignment.

Valid values are:

Labor: Indicates that the selected resource performs labor, which is measured in units of time.

Nonlabor: Indicates that the selected resource does not perform labor, but its work is measured in units of time.

Material: Indicates that the selected resource does not perform labor, and its work is measured in units you specify.

Start field

The current start date of the activity. For started activities, this is the actual start date. For not started activities, this is the planned start date until the project is scheduled. When scheduled, the start date field is set to the remaining early start date.

Finish field

The current finish date for the activity. For not started activities, this is the planned finish date. For in-progress activities, this is the remaining early finish date. For completed activities, this is the actual finish date.

Remaining Units field

The units remaining to complete the assignment.

Calculated as Remaining Duration multiplied by Remaining Units per Time.

Remaining Units/Time field

The units per time required for the resource assignment to complete the activity.

Tips

Staffed resource assignments that have actual units are not listed on the Resource Staffing page.

Getting Here

  1. Click Resources.
  2. On the Resources navigation bar, click Analysis.
  3. On the Analysis page, click the Role button.
  4. On the Role page:
    1. Select a role from the list.
    2. Expand the role in the spreadsheet area.
    3. Click a project name.

Related Topics

Assigning Resources to Unstaffed Activities

Resource Search Criteria Dialog Box or Open a Request for a Resource Dialog Box

Sending Email to a Project Manager



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Last Published Friday, October 1, 2021