Add Resources Dialog Box

When you create a plan in Vision Navigator, you can add active resources to the project and Navigator plans.

For you to be able to add resources to the current Navigator plan, your Vision Security role must have Full, Add/Modify, or Modify Only rights on the Record Access tab in Vision Project Planning, and dates must be assigned to the current WBS element.

Location

To display the Add Resources dialog box, complete the following steps:

1. Open the appropriate WBS element in the grid on the Planning tab.
2. Click the Add Resource button. The Add Resources dialog box displays, listing the active resources who match these requirements:
   • The resources in your home organization, if your firm uses Vision Organizations
   • The resources who are not included in the current work breakdown structure
   • Resources that the current user's role can view on a Vision Employee lookup. This is dictated by the selection of the Apply Employee Record Access option on the Planning tab of Role Security.

Contents

Field	Description
Search	To find and select resources, enter any part of the following in the Search field: Employee first or last name, employee identification number, labor category label, or organization name. To view a full list of all resources, clear the entry in the Search field. This field is cleared when you select a setting from the Showing drop-down list.
Showing	If you use Vision Organizations, the Showing drop-down list is available. You can use this drop-down list to specify the organizations included when searching for resources. To include all Vision organizations, select All Organizations. To show only resources belonging to your organization, select My Organization.
Named Resource	Click the Named Resources icon to include active employees on the results list. The Resource list updates accordingly. Any employee who is already assigned to the WBS element is excluded because an employee can only be assigned to a WBS element once.
Generic Resource	Click the Generic Resources icon to include generic resources on the results list. The Resource list updates accordingly. Any generic resource that is already assigned to the WBS element is excluded because a generic resource can only be assigned to a WBS element once.
Select Resources	To select a resource from the Resource list, click the resource name. To select multiple resources, click each one individually. As you make selections, the counter of selected resources updates. For example, if you select five resources out of seventy five, the counter displays Selected: 5 of 75.
Sort Columns	Click a column's header to enable the sort button . Click the sort button on a column to sort the column's contents. An indicator displays beside the column name to indicate how the column is sorted (ascending or descending). By default, Vision Navigator displays the results sorted first by resource type (employee or generic), then by organization name, and then by employee last name and employee first name.
Resources	This column displays the list of resources, based on the generic and named resource options that are selected.
Number	This column displays the resource identification number. It sorts named and generic resources alphabetically, and accommodates alphanumeric characters in the IDs. Both named and generic resources sort in ascending or descending order.
Organization	This setting sorts organizations alphabetically, in ascending or descending order.
Utilization Ratio	Derived from information on the Accounting tab of the Vision Employee Info Center, the Utilization Ratio is the maximum amount of time (as a percentage), that an employee can be assigned as a named resource on a project. For example, if you expect an employee to spend 75% of her time actively involved in project work, then you enter 75 as the utilization ratio. Vision Planning uses this information to determine an employee's availability for project assignments. The Utilization Ratio is blank if the employee does not have an assigned utilization ratio or if it is set to zero.
Percent Utilized	This is the amount of time that an employee is assigned as a resource for the selected WBS level's date range across all Vision Navigator and Vision plans that are marked as Include in Utilization on the General Tab in Vision Project Planning. The hours are prorated against the calendar scale. These hours also include the project's holiday calendar if you are using Vision Multicompany. Percent Utilized is impacted by the use of hard or soft booking for resource assignments in Vision Project Planning. Hard booked assignments are those for which an employee is scheduled and approved on a plan. Soft booked assignments are those for which an employee is tentatively scheduled on a plan, but the resource assignments have not yet been approved. You enable hard booking and soft booking on the Resource Management Settings tab of Configuration » Planning. When these options are enabled, all changes that you make to a Navigator plan are marked as soft booked, and baseline planned hours are excluded. If the Include Soft Booked Hours when Showing Planned Hours and when Calculating Availability or Utilization is not selected on the Resource Management Settings tab of Configuration » Planning, the soft booked hours on published Navigator plans and Vision plans are excluded from the hours that are used to calculate the percent utilized for the employee. Calculation: [Number of hours employee is scheduled to work within date range/ (employee's hours per day x number of working days in the date range)] x 100 This value displays as blank if the employee does not have hours scheduled during the selected WBS level's date range. Note: If you are using a Vision Navigator plan, the Percent Utilized only considers the hours that were published to Vision, not the hours that are saved in Vision Navigator but not published.
Resize Columns	Select and drag a column's dividers to resize it.
Resize Dialog Box	Select and drag the edge of the dialog box to resize it.