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.

If you need a beginning-to-end, top-to-bottom view of resource assignments for a specific project, Project View, the other primary Resource Management application, provides that comprehensive scope.

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.