The View Resource Page allows the resource manager to see a detailed view of the resource’s current and future allocation. By altering the Period Selector, one week through to three months, the Assignments in Period and Utilisation Graph tab details automatically update to match the newly selected period.
The page contains some basic User Account (resource) details including the user name, full name, employee number, title, email address and phone numbers. The Total Assignments section details the summary of all the resource’s work including the current amount of overdue work. The In Period section contains a selector which allows the resource manager to change the outlook of the current page from one week to three months. This section also lists the project, tasks, estimated work and planned utilisation within the selected period.
The following functions can be performed from the details section of the View Resource page.
The swap tool allows you to move work from one resource to another
The email notification tool allows you to notify project managers and request action to be taken against resource(s)
This opens the Find Resource Window to allow you to quickly view another resource’s details. See the Find Resource Window section for more details.
The Add Work icon allows you to add new tasks and assignments to projects (if you have project manager rights)
The Assignments in Period tab displays a list of tasks that the resource is assigned to within the selected period in the details section of the page. The assignments are displayed in Gantt chart format and lists the resource’s assigned hours for each task within the given period. A filter on the list changes the display from planned work to remaining work.
The following functions can be performed by selecting an assignment from the list.
View the assignment in details. The View Assignment page opens.
Edit the selected assignment allows the resource manger to alter the effort, duration or allocation the resource is assigned to the tasks.
Remove the resource from the tasks. Performing this function will remove the resource from the selected assignment and reduce the work on the task by the amount of remaining work left of the assignment. Only the remaining work can be removed.
The graph on this page displays the utilisation of the resource against its capacity. The resource is over allocated if the totals for any period are above the resource capacity line, and under allocated if below. Ideally, the period totals should be as close as possible to the red resource capacity line.
The total assignments tab lists all tasks that a resource is assigned to which has work remaining. Completed assignments are not displayed on this list.
The following functions can be performed by selecting an assignment from the list.
View the assignment in details. The View Assignment page opens.
Edit the selected assignment allows the resource manger to alter the effort, duration or allocation the resource is assigned to the tasks.
Remove the resource from the tasks. Performing this function will remove the resource from the selected assignment and reduce the work on the task by the amount of remaining work left of the assignment. Only the remaining work can be removed.