Related Procedures Related Topics: Add Resources to a Resource File Use the Resource Details dialog box to add resources to a resource file. Add a Child Resource Use the Resource Details dialog box to add a child resource. Add Skills to a Resource File Use the Add Skill dialog box to add skills to a resource file. Assign a Resource File to a Project Use this procedure to assign a resource file to a project. Assigning a Resource File to a Project in the Open Plan Explorer You can assign a resource file to a project in the Open Plan Explorer. Assign a Resource File Using Project Properties Use the Project Properties dialog box to assign a resource file to a project. Assigning a View to a Resource Pool There are several ways to assign a resource view to a resource pool. Assign Skills to a Resource Use the Resource Details dialog box to assign skills to a resource. Attach a Note to a Resource Use the Resource Details dialog box to attach a note to a resource. Calculate Resource Progress Automatically Use the Progress Calculations dialog box to calculate resource progress automatically. Changing the Attached Resource File There are two ways to change the attached resource definition file to a project. Change the Font in the Resource View Use the Font dialog box to change the font in the Resource view. Collapse a Pool Use this procedure to collapse a pool in the Resource View. Copy a Resource File Use the Save As dialog box to copy a resource file. Create a Resource File Use the New File dialog box to create a new resource file. Create a Resource-Based Schedule Use this procedure to create a resource-based schedule. Create Resources in a Resource File Use this procedure to create resources in the resource window. Define Cost Resources Use the General tab of the Resource Details dialog box to define a cost resource. Define Resource Display Options Use the Resource Display Preferences dialog box to define resource display options. Delete a Resource If you are deleting a pool, Open Plan warns you that all child resources in the pool will be deleted along with the pool. Delete a Resource File You cannot delete a resource file currently used by any project. Delete a Resource Note Use the Resource Details dialog box to delete a resource note. Delete Skills From a Resource File Use the Skills dialog box to delete skills from a resource file. Display Full Resource IDs Use the Resource Display Preferences dialog box to display full resource IDs in the resources boxes. Display Resource Descriptions Use the Box Layout tab of the Preferences dialog box to display resource descriptions in the resources boxes. Display Resources in a Histogram Use the Resource Selection dialog box to display resources in a histogram view. Edit a Resource Use the Resource Details dialog box to edit a resource. Edit a Resource Note Use the Resource Details dialog box to edit a resource note. Edit Skills in a Resource File Use the Skills dialog box to edit skills in a resource file. Enter a Resource Assignment Using the Activity Details Dialog Box Use the Activity Details dialog box to enter a resource assignment. Enter Code Assignments for a Resource Use this procedure to enter code assignments for a resource. Expand a Pool Use the Expand button to expand a pool. Expand All Pools Use the Expand All button to expand all pools. Find a Resource Use the Find Node dialog box to find a resource. Lock a Requested Resource Use the Activity Resource Allocation dialog box to lock a requested source. Moving a Resource in the Hierarchy When you move a resource (or group of resources) to a different position in the resource hierarchy, Open Plan automatically renumbers the resource IDs of the moved resources. Open a Resource File You can open a resource file in several ways. Perform Resource Allocation Use the Resource Allocation dialog box to perform resource allocation. Perform Resource Scheduling Before performing resource scheduling, ensure that a resource definition file containing resource availabilities is assigned to the project and that at least one activity in the project has resource requirements. Replace a Requested Resource with a Suggested Resource Use the Activity Resource Allocation dialog box to replace a requested resource. Reserve a Resource Pool for a Project Use the General tab of the Resource Details dialog box to reserve a pool for a project. Reserve an Individual Resource for One or More Projects Use the Resource Details dialog box to reserve an individual resource for one or more projects. Removing Summary Resource Usage Information for Projects Open Plan uses Project Summary Usage (PSU) information when performing resource scheduling on a number of projects at one time. Save a Resource File There are several ways to save a resource file. Set Resource Box Layout Options Use the Resource Display Preferences dialog box to set your options for the resource box layout. Use Resource Scheduling Information Use this procedure to utilize resource scheduling information. View a Resource Scheduling Session Log Use the Open Plan Log Viewer to view the resource scheduling session. Parent Topic: Working with Resources
