Setting up the Resource Manager in a project or shell consists of choosing resource allocation options and resource sheet defaults.
Note: Once you complete and save the Resource Manager setup information in a project or shell, the resource sheets will be created based on the options you choose. Once saved, you will not be able to change the allocation options. (You can change the resource sheet defaults.)
To set up the Resource Manager in a project or shell
- Go to Company Workspace tab and switch to Admin mode.
- In the left Navigator, click:
- Company Sponsored Project > [project] > Setup > Resource Manager to set up the Resource Manager in a project.
- Company Sponsored Shell > [shell] > Setup > Resource Manager to set up the Resource Manager in a shell.
- In the right pane, select Resource Manager and click Open. The Configuration window opens. Complete the window as described in the following table.
- Complete the window as described in the following table.
- Click OK.
In this field: | Do this: |
|---|---|
Role Based Allocation | Choose one of the following: Allocate via Resource Allocation Sheet at Company level: By default, allocations to this project will be done from the company level via the resource allocation sheet. Allocated roles will be pushed to the project. The project level resource allocation sheet will be disabled. Manual booking via the Booking Summary Sheet will be available, as well as booking edits. Allocate via Resource Allocation Sheet at Project/Shell level: When this option is chosen, allocations to this project or shell will be done via the project/shell-level resource allocation sheet. Role allocations will be initiated (pulled) from the project/shell. This project/shell will not be available to allocate from the company level. Manual booking via the Booking Summary Sheet will be available, as well as booking edits. No Allocation: Choose this option if the project/shell does not require role hours to be allocated. If you choose this option, the Allocation and Utilization Sheets will not be visible to the user, and Resource Booking BPs will not be available in the project/shell. Manual booking via the Booking Summary Sheet will be available, as well as booking edits. Note: This is the only option available to the Resource Manager in a generic shell. |
Resource Sheet Defaults | These default values will apply to all resource sheets at the project level: Timescale Units: Options are day, week, and month. These define the default granularity on all resource sheets at the company and project level. This value can be changed at any time. Date From: Enter a default start date for the timeline display on all resource sheets at the company level. This default does not prevent entering transactions before this date. Actual start date of the timeline will be driven by the earliest applicable transaction date (for booking, assignment, allocation, etc.). This value can be changed at any time. Date To: Enter an end date for the timeline display on all resource sheets at the company level. This default does not prevent entering transactions beyond this date. Actual end date of the timeline will be driven by the latest applicable transaction date (for booking, assignment, allocation, etc.). This value can be changed at any time. |
To edit the Resource Manager setup in a project or shell
- Go to Company Workspace tab and switch to Admin mode.
- In the left Navigator, click:
- Company Sponsored Project > [project] > Setup > Resource Manager to edit the Resource Manager setup in a project.
- Company Sponsored Shell > [shell] > Setup > Resource Manager to edit the Resource Manager setup in a shell.
- In the right pane, select Resource Manager and click Open. The Configuration window opens.
- You can edit the Resource Sheet Default settings. These changes will be reflected on the resource sheets for the project or shell.
You cannot edit the Role Based Allocation settings.
- Click OK.