In a project or shell template, you can set up the Resource Manager as you would within a project or shell. You can also set up a project/shell level resource allocation sheet if the Resource Manager configuration is set to allow allocations at the project/shell level.
To set up the Resource Manager in a project template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates in the left Navigator.
- For a project, click Projects (Standard) > [project].
- For a shell, click Shells > [shell].
Unifier displays the Template Log in the right pane.
- Double-click the name of the template in which you want to set up the Resource Manager.
- In the Navigator, click Setup > Resource Manager.
- On the right pane, select Resource Manager and click Open. The Configuration window opens. Complete the window as described in the table in Set up the Resource Manager in a project/shell.
- Complete the window as described in the table in Set up the Resource Manager in a project/shell.
- Click OK.
To set up a resource allocation sheet in a project/shell template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates in the left Navigator.
- For a project, click Projects (Standard) > [project].
- For a shell, click Shells > [shell].
Unifier displays the Template Log in the right pane.
- Double-click the name of the template in which you want to set up the allocation sheet.
- In the Navigator, click Resource Manager > Resource Sheets.
- On the right pane, double-click the Resource Allocation sheet. The Resource Allocation sheet opens.
Unifier automatically creates an allocation sheet when the Resource Manager is activated in the project/shell.
- To add resource allocations to the template, click the Add button. The Resource Allocation window opens.
- Complete the window:
- Role Name: Click Select, choose a role, and click OK.
- Date From: Click the calendar and choose the start date for the allocation.
- Date To: Click the calendar and choose the end date for the allocation.
- Allocated Hours: Unifier automatically calculates the allocated hours and displays them in this field. You can edit the hours, if necessary.
- Click OK.