Working with Resources Related Topics: Resources Resources are people, facilities, or anything else that is needed to perform the work of a project. Resource Structures in Open Plan Resources in Open Plan use a self-defining coding structure in which periods within the resource codes are used to distinguish between different hierarchical levels. How a Resource View Displays Information You can display resources in Open Plan in different orientations and manners. Customizing a Resource Window You can customize how a resource window displays information by using the Resource Display Preferences dialog box. Resources in Spreadsheet and Barchart Views Open Plan includes three standard views in which you can update resource description information. Resource Files In Open Plan, information about resources is stored in a resource file. Resource files can be project-specific, or they can be shared among multiple projects. However, you can assign only one resource file to a project at any given time. Defining Resources To define a resource in Open Plan, use the Resource Details dialog box. Defining Resource Profiles The use of assignment offsets and periods, combined with the ability to specify more than one assignment for the same resource, allows you to define a resource profile for an activity. Reserving Resources for Use by a Specified Project Resources can be reserved for use with particular projects. This can be done at any level in the resource hierarchy. For example, you can reserve a whole department or an individual resource for a project. Adding Resources to a Resource File When you create a new resource file, Open Plan displays a window containing an empty workspace. Automatic Resource Numbering Resource IDs can be generated automatically from within a resource view. Resource Skills A skill is an attribute of an individual resource, which can have any number of skills. Planning Costs For planners who want to use their resource tracking system for capturing budgeted and actual costs, Open Plan provides a number of features for working with cost information. Interpreting Zero Availability For any particular resource, there will be certain periods in which the availability is zero. Zoom Out and Zoom In Open Plan provides a Zoom Out and Zoom In command for showing resource structures that cannot be displayed on a single screen. Resource Assignments Resource Scheduling Resource Allocation Spread Curves Tabs and Dialog Boxes Related Procedures Parent Topic: Working with Calendars, Resources, and Codes
