Overview
Use this tab to add resources, including assigning the resource to a role and resource team, assigning resource codes, and defining price and unit values.
Screen Elements
Group By list
Enables you to group items in the table. Grouping gathers, or groups, together all of the data that contain the same value for the selected data field.
Add menu
Sibling Resource: Adds a resource at the same level of the hierarchy as the selected resource.
Child Resource: Adds a resource as a child of the selected resource.
Actions menu
Auto Reorganize: Automatically moves items in the list to the appropriate list position or grouping band when they are changed.
Import from Excel: Enables you to import resources from a Microsoft Excel file.
Create Import Template: Creates a Microsoft Excel file that you can use as a template for creating an import file for resources.
Analyze Data Usage: Analyzes the usage of the data items listed in the grid.
Full Screen
Expands the current work area so it fills the entire display.
Customize View
Opens the Customize View dialog box.
Prints the Grid View.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Resources Table
Row Actions menu
Add Sibling Resource: Adds a resource at the same level of the hierarchy as the selected resource.
Add Child Resource: Adds a resource as a child of the selected resource.
Delete: Deletes the selected resource.
Cut: Cuts the selected resource.
Copy: Copies the selected resource.
Paste: Pastes a previously cut or copied resource into the selected area in the hierarchy.
Fill Down: Copies the data from the first cell selected to all other selected cells in the same column. Use CTRL or SHIFT to select multiple cells.
Expand: Expands the selected branch of the resource hierarchy.
Collapse: Collapses the selected branch of the resource hierarchy.
Move Up: Moves the selected item up within the same level in the hierarchical arrangement.
Move Down: Moves the selected item down within the same level in the hierarchical arrangement.
Move Right: Moves the selected item one level lower in the hierarchical arrangement.
Move Left: Moves the selected item one level higher in the hierarchical arrangement.
Resource ID field
The unique identifier of the resource. This column is always visible on this page
Resource Name field
The name of the resource. This column is always visible on this page
Email field
The email address for the resource.
Office Phone field
The office phone number for the resource.
Resource Type list
The resource type. Valid values are:
Labor: Indicates that the selected resource performs labor, measured in units of time.
Nonlabor: Indicates that the selected resource does not perform labor, measured in units of time. Equipment is a nonlabor resource.
Material: Indicates that the resource has a unit of measure other than time. You can select a unit of measure for the material resource.
Unit of Measure field
The unit of measure used for the material resource.
Primary Role field
The name of the primary job title or skill for the resource.
Default Units/Time field
The default units/time for resource assignments in projects, which is shown as either a percentage or units/duration depending on your settings in My Preferences.
If you change the default setting, existing resource assignments are not affected. The default setting only applies to new resource assignments.
To see the following columns, click Analyze Data Usage.
Project Count field
The number of projects and baselines currently using the corresponding data item. The number reported in this column includes all projects and baselines in which the data item is assigned, regardless of your project access. To see a list of the projects and baselines using the corresponding data item, click the link. The list you see is restricted to those projects to which you have access.
Latest Update field
The most recent date that the corresponding data item was modified.
Latest Assignment Update field
The most recent date that the corresponding data item was assigned.
Latest Summarized Date field
The most recent time that a project or baseline using the corresponding data item was summarized.
Latest Published Date field
The most recent time that a project or baseline using the corresponding data item was published.
Latest Scheduled Date field
The most recent time that a project or baseline using the corresponding data item was scheduled.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.
Collapse Dock
Collapses the dock.
Show/Hide Tabs
Enables you to configure which tabs are shown and hidden.
Resource Tab detail windows:
General Detail Window of the Resources Tab of the Administration Page
Resource Teams Detail Window of the Resources Tab of the Administration Page
Roles Detail Window of the Resources Tab of the Administration Page
Codes Detail Window of the Resources Tab of the Administration Page
Units and Prices Detail Window of the Resources Tab of the Administration Page
Settings Detail Window of the Resources Tab of the Administration Page
UDF Detail Window of the Resources Tab of the Administration Page
Tips
- The project count includes resource assignments to activities and high level planning.
Getting Here
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Resources tab.