Resource Management

The Resource Management applications support and enhance two key planning functions. In Resource View, it helps the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions. in Project View, it gives the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project.

Related Topics:

  • Resource View
    Resource View, one of the Resource Management applications, is designed to help the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions.
  • Project View
    Project View in the Resource Planning workspace is designed to give the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project. In Project View, project managers can add resource assignments, set plan dates, and make reassignments and schedule changes as needed.
  • Opportunity Plan Structure
    If the Resource Planning application is activated, you can set up resource plans for opportunities. Use the Opportunity Plan Structure form to set up a work breakdown structure (WBS) for opportunities for which you want to do resource planning. If the CRM application is not activated, you also use this form to add the opportunity records for which you do planning.
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