Resources Section of the Activity Form Page

Overview

Use this section to view a list of resources assigned to an activity, report time worked on an activity, report estimates of remaining work for your activities, report estimates of remaining work for a non-labor or material resource, and to report completed assignments.

Screen Elements

Customize link

Opens a dialog box to customize the columns viewed in the resources portlet.

Resource Name field

The name of the resource assigned to the activity. Click to open the Resource Details page.

Role Name field

The name of the role assigned to the activity.

Search Criteria field

Indicates whether the assignment has any associated search criteria with a Yes or No link.

When search criteria have been specified, this field shows a Yes link that provides access to the stored resource request search criteria used to search for a qualified resource.

When you assign a resource using the Request Resources feature with your custom resource search criteria, the search criteria you specify is saved. A Yes link appears in the Search Criteria column beside the assignment, indicating search criteria is specified. This saved search criteria can be useful later if you ever need to modify the resource assignment and want to reuse the same criteria.

A No link appears when the assignment was made directly without any search criteria; however, you can click the No link to specify search criteria for the resource or role assignment.

Planned Units field

The planned units of work for the resource assignment on the activity.

Actual Units field

The sum of the actual non-overtime and the overtime units worked by the resource on the activity.

Calculated as Actual Regular Units plus Actual Overtime Units.

Values for Actual Regular Units and Actual Overtime Units are obtained from either timesheets when project actuals are applied, or directly from the updated fields in the interface.

Remaining Units field

The remaining units of work to be performed by the resource on the activity.

Calculated as Planned Units minus Actual Units.

Planned Units/Time field

The planned units per time at which the resource is to perform work on the activity.

For example, a person assigned full time would perform 8 hours of work per day. A department of five people might perform at 5 days per day.

Remaining Units/Time field

The units per time required for the resource assignment to complete the activity.

Getting

Click Dashboards.
On the Dashboards page, select a dashboard tab.
On the dashboard tab, expand any portlet containing activities.
In the portlet, click an activity.
On the Activity Form page, expand the Resources section.

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