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.

Related topics:

  • Resource View Toolbars
    Use the two toolbars above the Resource View grid to define the range of calendar periods displayed, select the capacity values to display, pin resources, assign resources, save searches, and display all pinned resources.
  • Resource View Grid
    Use the Resource View grid to assign employees and generic resources to projects and enter planned hours for those assignments. You can also use the grid to review current and future assignments, reassign work from one resource to another, or reschedule planned hours.
  • Find Resource Panel
    Use the Find Resources panel on the left side of Resource View to select the resources that you want to review or edit in the Resource View grid.
  • Change Forecast Range Dialog Box
    Use the Change Forecast Range dialog box to define the range of calendar period columns you want to display in the right section of the Resource Planning grid.
  • Column Settings & Selections Dialog Box for Resource View
    Use the Column Settings & Selections dialog box to select grouping and sorting options for the grid and to select columns to display in the middle section of the grid.
  • Pinned Dialog Box
    Use the Pinned dialog box to accumulate a group of resources for which you want to enter or review planning data.
  • Set Skill Levels Dialog Box
    When you search for named resources based on skills, use the Set Skill Levels dialog box to specify the desired or required skill levels (years of experience or level of proficiency using a skill, for example) or skill usage (how frequently a resource uses the skill or how long he or she has been using it) for those skills.
  • Set Credentials Details Dialog Box
    When you search for named resources based on credentials, use the Set Credentials Details dialog box to specify the states in which the credentials must be valid and to specify that the credentials must not have an expiration date before a certain date.
  • Select Organization Dialog Box
    Use the Select Organizations dialog box to select multiple organizations. This dialog box is available when you search for resources based on organization in Resource View in the Resource Planning workspace and when you define user access based on organization in the Security area in the Configuration workspace.
  • Employee Card Dialog Box
    Use the Employee Card dialog box to review relevant information about employees as you consider them for assignment to projects. That information includes general information about the employee, skills and credentials, current assignments, and the projects that they are working on now or worked on in the past.
  • Change Image Dialog Box
    Use the Change Image dialog box to select an image, crop the image, and assign it to an employee.
  • Save Selected Dialog Box
    Use the Save Selected dialog box to save a group of resources as either a new saved search or as additions to an existing saved search so you can easily display them in the Resource View in the future.
  • Add Assignments Dialog Box
    Use the Add Assignments dialog box to assign work on a project to a resource and enter planned hours for the assignments.
  • Add Assignments to Selected Resources Dialog Box
    Use the Add Assignments to Selected Resources dialog box to assign work on a project to a group of resources that you have selected in Resource View.
  • Reschedule Dialog Box
    To change plan dates or assignment dates for plan rows that have planned hours, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned hours.
  • Reassign Dialog Box
    If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), use the Reassign dialog box to indicate if you want to reassign all or only part of the hours and to select the resource to which you want to reassign them.
  • Rename Search Dialog Box
    Use the Rename Search dialog box to specify a new name for a previously saved custom search.
Parent Topic: Resource View