Resources Tab of the Administration Page

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.

Print

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 data 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