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.
Videos: See related videos below
Because of this focus on serving the resource manager, this view is forward looking only. It only displays resource assignments for which planned hours exist for dates later than the current job-to-date (JTD) date and only displays planned hours for calendar periods that include the JTD date or are later than the JTD date.
Videos
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Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans. |
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Learn how to change the resource assignment dates or duration for an entire plan or for a specific labor assignment. |
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Learn how to change resource assignments for a project plan. |
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Learn how to use Project View to review and update resource assignment hours, including estimate-to-complete (ETC) hours, for one or more projects. |
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Learn how to use Resource View to review and update resource utilization percentages for employees and generic resources assigned to projects. |
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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. |
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Learn how to use the Resource Utilization by Organization report to analyze employee utilization data. |
- Related Topics:
- How to...
In Resource View, you can review resource assignments, add new assignments and enter planned hours, and make changes to existing assignments. - 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. - Learn More About...
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.