Budget Resource Planning

Budget By Resource is a resource planning application that enables you to search for team resources, add or modify resource project budget assignments, and as a final step, update the projects budgets/EACs with the assignment changes you made.

For more details, see the Resource Planning section of the GA Release Notes.

You can search for team resources by name, generic staff, or text entry, or use the Advanced Search functionality to select resources according to skills or credentials, or other criteria, such as supervisor, organization ID, or GLC.

Other key abilities include:

Save selected teams for future use.
View assignment utilization and hours.
View all projects to which a resource is assigned.
Add, edit, or delete project assignments.
Commit assigned budgets. (Includes an optional default configuration setting.)

The resources you add display in the Selected Resources table. You can select a resource in the table and then modify the project budget assignments for that resource in the Add/Edit/Delete Assignment subtask.

From that same subtask, you can apply the assignments for that individual resource, or you can save your changes and continue modifying assignments for the remaining resources. When you have finished modifying assignments for all resources, you can then apply all the resource assignments at the same time.

Assignment Range

Use the date selection fields to establish the range of time for your search.

From

Click to select a starting date for your search.

To

Click to select an ending date for your search.

Include Expired Projects

Select this check box to include expired projects.

Teams

Clickto search for a previously saved resource group, or if you are saving a new team currently assembled in the Resources table, enter a name for the team in this field and click Save Team.

Select Team

Click this option to add the selected team to the Resources table.

Save Team

This option allows you to save the team resources you assembled in the Resources table. First, enter a name for the team in the Teams field, and then click Save Team.

Delete Team

Click this option to remove the resource group from the list of saved teams.

Resource Type

From the Resource Type drop-down list, select the type of resource you want to add to the team. Choose from the following options:

Employee - Select this option to search for a specific employee.
Contract Employee - Select this option to search for a specific contract employee.
Vendor Employee - Select this option to search for a specific vendor employee.
Generic Staff - Select this option to search by generic staff types.
Key Entry - Select this option to enter a search value .

Resource ID

Type the resource ID (last name, for example) or click to select it. If the Resource Type was "Key Entry," this field defaults to "KBD" (keyboard).

Name

This field displays the value of the resource ID that you selected. If the Resource Type was "Key Entry," type the search value in this field.

Select Resource

Click this option to add the selected resource to the Selected Resource table.

Advanced Search

Click this subtask to search for team resources by supervisor, organization ID, general labor category, skill, or credential. Learn more about Advanced Search.

Selected Resources

After you click Select Resource, the resource displays in the Selected Resources table. The table displays assignment and utilization information, but the cells are not editable.

Column Headings	Description
ID Type	This column displays the Resource Type you selected, for example, Employee.
ID	This column displays the Resource ID, for example, the resource's last name or ID number.
Name	This column displays the name associated with the resource ID.
Assignment Utilization %	This column displays the current total utilization % for the selected resource during the assignment range selected.
Assignment Hours	The column displays the total number of hours already budgeted for the selected resource during the assignment range selected.
Status	If you modified and saved project hour or utilization information for the resource. This column displays "Saved." Note, however, that all unsaved assignments are automatically saved when you click Assign.

Assign All Resources

Click this option to assign all the resources that you added to the Selected Resources table. After processing, budgets/EACs are updated as follows:

If no budget exists, a new Working Budget is created. If the Commit check box was selected, an Incomplete Budget is created.
If a Working Budget/EAC exists, it is updated. If the Commit check box was selected, an Incomplete Budget with same version number is created.
If an Incomplete Budget/EAC exists, it is updated. If the Commit check box was selected, an Incomplete Budget with same version number is created. Budget & Planning first creates a Working Budget to add the entry, and if Commit is selected, it then creates a budget with a status of Incomplete with the same version number.
If a Complete Budget/EAC exists and the Commit check box was selected, an Incomplete Budget/EAC is created. If the Commit check box was clear, a new Working budget/EAC is created with the same version number.
If an Approved Budget/EAC exists and the Commit check box was selected, a new Working Budget/EAC is created. If the Commit check box was clear, a new Working budget/EAC is created with the same version number.

Add/Edit/Delete Assignments

To modify project budget assignments for a resource, select the resource in the table and click the Add/Edit/Delete Assignments subtask. Learn more about Add/Edit/Delete Assignments.