Set up the Resource Manager in a project or Shell template

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

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. 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.

  3. Double-click the name of the template in which you want to set up the Resource Manager.
  4. In the Navigator, click Setup > Resource Manager.
  5. 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.
  6. Complete the window as described in the table in Set up the Resource Manager in a Project/Shell.
  7. Click OK.

To set up a resource allocation sheet in a project/shell template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates in the left Navigator.
  3. For a shell, click Shells > [Shell type] > [shell template].
  4. In the Navigator, click Resource Manager > Resource Sheets.
  5. 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.

  6. To add resource allocations to the template, click the Add button. The Resource Allocation window opens.
  7. 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.
  8. Click OK.

Last Published Saturday, July 13, 2024