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 |
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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:
- Display the Project View Form
You display this form in Resource Management. - Contents of the Project View Form
Use the fields and options on 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 grid to reassign work from one resource to another and to reschedule planned hours.