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Understanding key concepts, components, and procedures related to searching for resources, entering planned hours, and reassigning assignments will help you use Resource View more effectively.

Related Topics:

  • Searching for Resources in Resource View
    When you search for resources in Resource View, it is important to understand how DPS processes the search when you specify multiple search criteria in the Find Resources pane and to understand what data is retrieved for the selected resources.
  • Entering Planned Hours for Calendar Periods
    In the labor planning grids, use the calendar period columns to enter planned hours for a resource assignment for specific days, weeks, or months. As the work progresses, you can also use those columns to adjust the estimate-to-complete (ETC) hours for the assignment.
  • Entering Summary Planned Hours
    When you enter planned hours for resources in Resource View or Project View or on the Labor tab of the Projects form, an alternative to entering them calendar period by calendar period is to enter the sum of hours for a range of dates, let DPS allocate those hours across the calendar periods, and then make any necessary changes.
  • What Happens When You Reassign Work from One Resource to Another
    If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), you can reassign them from Resource View, Project View, or the Labor tab of the Projects form. What happens when you make a reassignment depends on the options you choose in the Reassign dialog box
  • Checking Out and Checking In Project Plans
    To make changes to a project plan, that plan must first be checked out to you. While you have it checked out, other users cannot make changes to the plan. How you check out a plan, however, depends on where in DPS you access it.
Parent Topic: Resource View