Resources → Resource Options → Resources
Resources are people (labor) that can be associated with any item. This includes generic labor resources and a TBH (to-be-hired or unknown) resource. A resource manager is allowed to add resources and to create resource teams for actual and generic resources (a placeholder). The Resources module helps provide tools to resource managers for creating, managing, allocating, and securing your resources.
A new resource can be added. When a new resource is created, that resource is not assigned to a user account, is not assigned to a license, and is inactive. To assign a license and activate the account, please contact your administrator.
In order for a resource to be assigned to tasks, report time against those tasks, manage projects, manage resources, or otherwise perform work against any item, that resource must also have a user account. If your administrator has imported resources, when you add a new resource, they may already have a user account. Use the New Resource from User option to create a new resource based on an existing user account.
If a resource isn't needed in the resource pool, it can be deleted.
You can edit (or update) the properties of a resource. However, if your organization is using a Lightweight Directory Access (LDAP) provider to maintain user account data, some resource data should not be edited and/or updated manually.
Find a resource and assign or allocate that resource to a task, work item, or item. In the Find Resource dialog box you can search for resources by the name, role, or skills. You also have the option of sorting the candidates by availability, based on the criteria of your choosing. When you select a possible candidate, you can view the resource's availability in the time-phased graph.
The Find Resource dialog enables you to search for resources from specific resource teams by name, role, or skill, and search from specific resource teams. This search will return all the resources meeting the identified criteria, and list them alphabetically under Candidates. Clicking a resource displays an associated capacity and availability graph in the lower pane.
The period availability score is a resource's capacity minus any planned hours for any item to which the resource will be assigned work. Each planned hour is adjusted by the value of the item so that resources on a high value item that are scored as less available than resources on a lower value item. Candidates with availability on or closer to the specified time period are more desirable than candidates with availability in the future, even if their overall availability in terms of non-allocated hours may be higher. If you select a specific Investment Value Attribute to sort against, the relative value of the availability scores for all candidates will likely vary.
Open the Move Resources dialog box to move a resource or a resource team to a different location in the Resource Breakdown Structure (RBS). The Move Resources dialog lists every item that you are authorized to view. An item is displayed by default in a tree view that you can navigate just like the navigation pane in the Projects module. When you select an item for a report or a notification, the selection applies to that item and any item below it in that branch of the tree view. When you select an item for include/exclude or self-allocating activities, the selection applies only to that item.
Resources can be viewed from the Resource Pool tab in the Resources module.
You can view the properties of a resource from the Resource Pool, Resource Allocations, and Resource Assignments tabs.
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