Fields and Options
Use the Resource View toolbar options and grid, and the related dialog boxes, to review resource assignments for your employees and generic resources, add new assignments and enter planned hours, and make changes to existing assignments.
- Related Topics:
- Resource View Form
Use the Resource View form and related dialog boxes to assign employees and generic resources to projects and enter planned hours for those assignments. You can also use Resource View to review current and future assignments, reassign work from one resource to another, or reschedule planned hours. - Change Forecast Range Dialog Box
Use this dialog box to define the range of calendar period columns that you want to display in the right section of the Resource View grid. - Grid Settings Dialog Box for Resource View
Use the Grid Settings dialog box to select grouping and sorting options for the grid and to select columns to display in the middle section of the grid. - Pinned Dialog Box
Use the Pinned dialog box to accumulate a group of resources for which you want to enter or review planning data. - Set Skill Levels Dialog Box
When you search for named resources based on skills, use the Set Skill Levels dialog box to specify the desired or required skill levels (years of experience or level of proficiency using a skill, for example) or skill usage (how frequently a resource uses the skill or how long they have been using it) for those skills. - Set Credentials Details Dialog Box
When you search for named resources based on credentials, use the Set Credentials Details dialog box to specify the states in which the credentials must be valid and to specify that the credentials must not have an expiration date before a certain date. - Select Organizations Dialog Box
Use the Select Organizations dialog box to select multiple organizations. - Save Selected Dialog Box
Use the Save Selected dialog box to save a group of resources as either a new saved search or as additions to an existing saved search so you can easily display them in Resource View in the future. - Add Assignments Dialog Box
Use the Add Assignments dialog box to assign work on a project to a resource and enter planned hours for the assignments. - Add Assignments to Selected Resources Dialog Box
Use the Add Assignments to Selected Resources dialog box to assign work on a project to a group of resources that you have selected in Resource View. - Reschedule Dialog Box
To change plan dates or assignment dates for plan rows, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned labor hours. - Reassign Dialog Box
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), use the Reassign dialog box to indicate if you want to reassign all or only part of the hours and to select the resource to which you want to reassign them. - Edit Search Name Dialog Box
Use the Edit Search Name dialog box to change the name of a custom search in Resource View. - Check In Plans Dialog Box
Use the Check In Plans dialog box to check in project plans manually. The dialog box displays all plans that are currently checked out to you and to others.
Parent Topic: Resource View