Project View
Project View in Resource Management is designed to give the project manager a complete view of staffing and schedules for their projects at any level of the plan work breakdown structure, including at the labor code level if labor codes are being used. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project. In Project View, project managers can add resource assignments, set plan dates, and make reassignments and schedule changes as needed.
Videos: See related videos below
To provide a project manager with a comprehensive view of each project, Project View provides access to plan data for the entire period from plan start date to plan end date, even after work on the project is underway.
In some cases, however, project managers need to see a resource's assignments for other projects. Resource View, the other primary view in Resource Management, provides that resource-focused view.
Videos
| Title | Description |
|---|---|
|
Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans. |
|
|
Learn how to change the resource assignment dates or duration for an entire plan or for a specific labor assignment. |
|
|
Learn how to change resource assignments for a project plan. |
|
|
Learn how to use Project View to review and update resource assignment hours, including estimate-to-complete (ETC) hours, for one or more projects. |
|
|
Learn how to use Resource View to review and update resource utilization percentages for employees and generic resources assigned to projects. |
|
|
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. |
|
|
Learn how to use the Resource Utilization by Organization report to analyze employee utilization data. |