Role Activities for Project Dialog Box of the Analysis Page
Overview
Use this dialog box to view project activities that have unstaffed and staffed assignments for a particular role and to search for and assign resources to those activities. The activity list is sorted alphabetically by name.
Screen Elements
Display options
Determines whether to display only unstaffed activities, or staffed and unstaffed activities, for the selected role.
Assign Resource button
Displays a dialog box with search options and a list of resources that includes only resources that belong to your access nodes, based on resource security, and current project resources.
Publish Project button
Creates a service to publish project data for reporting and integration.
Search
Enables you to perform a search based on the value you enter in the search bar.
Selected / Unselected option
Enables you to assign resources to the selected activities.
Activity ID field
The unique identifying code for the activity assigned to the resource or role.
Activity Name field
The staffed or unstaffed activities for the selected project.
Resource Name field
The name of the resource assigned to the activity.
Resource Type field
The type of resource/role assignment.
Valid values are:
Labor: Indicates that the selected resource performs labor, which is measured in units of time.
Nonlabor: Indicates that the selected resource does not perform labor, but its work is measured in units of time.
Material: Indicates that the selected resource does not perform labor, and its work is measured in units you specify.
Start field
The current start date of the activity. For started activities, this is the actual start date. For not started activities, this is the planned start date until the project is scheduled. When scheduled, the start date field is set to the remaining early start date.
Finish field
The current finish date for the activity. For not started activities, this is the planned finish date. For in-progress activities, this is the remaining early finish date. For completed activities, this is the actual finish date.
Remaining Units field
The units remaining to complete the assignment.
Calculated as Remaining Duration multiplied by Remaining Units per Time.
Remaining Units/Time field
The units per time required for the resource assignment to complete the activity.
Tips
Staffed resource assignments that have actual units are not listed on the Resource Staffing page.
Getting Here
- Click Resources.
- On the Resources navigation bar, click Analysis.
- On the Analysis page, click the Role button.
- On the Role page:
- Select a role from the list.
- Expand the role in the spreadsheet area.
- Click a project name.
Related Topics
Assigning Resources to Unstaffed Activities
Resource Search Criteria Dialog Box or Open a Request for a Resource Dialog Box
Sending Email to a Project Manager
Last Published Wednesday, July 10, 2024