Project View Form

Use the Project View form to review resource assignments and schedules for your projects, assign employees and generic resources to your projects, and enter planned hours for those assignments. You can also use the form to reassign work from one resource to another and to reschedule planned hours

Videos: See related videos below

Videos

Title Description

Set Up Resource Planning

Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans.

Resource Planning: Reschedule Plan and Assignment Dates

Learn how to change the resource assignment dates or duration for an entire plan or for a specific labor assignment.

Resource Planning: Reassign Resources

Learn how to change resource assignments for a project plan.

Resource Management: Project View

Learn how to use Project View to review and update resource assignment hours, including estimate-to-complete (ETC) hours, for one or more projects.

Resource Management: Resource View

Learn how to use Resource View to review and update resource utilization percentages for employees and generic resources assigned to projects.

Resource Management: Reporting (On-Screen List Report)

Learn how to generate reports in Resource Management. You specify which resources are included, the level of the WBS for which you want to see data, and the columns displayed on the report.

Resource Utilization by Organization Report

Learn how to use the Resource Utilization by Organization report to analyze employee utilization data.