The company and project/shell Resource Manager sheets are created automatically when the Resource Manager is activated in Administration Mode.
To view company-level sheets
- In User Mode, select Company Workspace tab> Resource Manager > Resource Sheets. The Resource Sheets log opens.
- Select a sheet from the log and click Open.
To view project/shell level sheets
- In User Mode:
- For a standard project, select the Std. Projects tab > project > Resource Manager > Resource Sheets. The Resource Sheets log opens.
- For a shell, select the <shell tab> Resource Manager > Resource Sheets. The Resource Sheets log opens.
- Select a sheet from the log and click Open.
See the descriptions below for details about each of the sheets. In general, the sheets work similarly to each other at the company and project/shell level. In general, you can:
- View data by hours or by cost (not available on all sheets)
- Save or open the sheet as a PDF file, allowing you to save and print the sheet
- Create and view snapshots (not available on the resource allocation sheets)
The structure of each resource sheet is similar:
- The left pane of the sheet displays default columns, which depend on the sheet. For example, resource name, role name, etc.
- The right pane displays the time line columns. Depending upon the display (day, week, month), the time line will show a column for each period with the actual allocation in hours (hours view) or in currency (cost view).
- To change the timescale, click the Display by field at the top of the sheet and choose one of the following:
- Day: The column header will show the actual date of the allocation.
- Week: The column header will show the actual date of the start of the week (Monday) from the company calendar.
- Month: The column header will show the actual date of the start of the month from the company calendar.
- In the upper right corner of each sheet is a time line slider:
- To quickly scroll through the date columns, you can click the slider in the top right corner of the sheet and slide it to the time period you wish to view.
- Start of the time line: The earliest date that can be displayed on the time line will be the minimum of the default start date specified in the Resource Manager configuration and the earliest transaction date.
- End of the time line: The latest date displayed on the time line will be the maximum of the default date specified in the Resource Manager configuration and the latest transaction date.
- Default view: By default, when the sheet is opened, the time line will always center on the current period (day, week, month). Scroll left or right to see other periods.