Resources Section

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Resources Section

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Resources section: Contains the following data:

PROJ activities 4PROJ activities 5Status icon. Indicates the overall status of each resource. A green color indicates that the resource advances according to the plan. A red icon indicates that it is overdue or the cost/effort has been exceeded.

PROJ activities 7Checklist icon. Indicates whether there is a checklist assigned to the resource. A yellow icon represents a checklist that is not done but not mandatory. A red color represents a checklist that is mandatory but not done. A green color indicates the checklist is done.

PROJ activities 6 Document icon. Indicates that there is a document attached to the resource. If a document is mandatory for the selected field and it has not been uploaded yet, the icon project_activities_icon3 is shown.

Resource name: Resource name, as defined via Administration → General → User Settings User.

Approver type: Selected workflow approver type (optional x mandatory).

Comment: Comments can be entered using the right-click option Expand comment.

Start date: The start date of the resource utilization.

End date: The end date of the resource utilization.

Est. effort: The estimated activity duration. It is the total estimated effort required by the assigned resources [days:hours:minutes].

Real effort: The real activity duration. It is the total real effort required by the assigned resources [days:hours:minutes].

Share: The percentage of delivered activity.

Date compl.: The date when the Share achieved 100%.

Documents: The attachment file name.

P: Select which resources should be included for reporting.

A right-click in this section brings up a context menu with the following options:

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Add resource: Insert another resource.

Delete resource: Delete the selected activity.

Define resource: Change the resource without changing the data in the other columns.

Set start date: Select the start date from a calendar.

Set end date: Select the end date from a calendar.

Expand comment: Enter your comment in the Comment column.

Select resource text components: Insert a text component in the Comment column. To delete the text component, use the Expand comment option and delete the content of the Comment column. See General Information → Using Text Components for more information.

Document: Attach a file.

Save and go to checklist: Save the changes and go to the Deliverable tab with the current resource preselected.

Mandatory document: Make an attachment mandatory for the selected stage.

Mandatory checklist: Make a checklist mandatory for the selected stage.

Adjust row height: If selected, the row height will adjust according to the volume of the text in the Comment field.

Approver type: The approver co-approves the next step in the defined workflow. The options are Optional (by default) and Mandatory.

Mark as done: Set the resource complete (Share = 100%).

Move up/down: Move resource one place up/down.

Reset sorting: Resources can be sorted by name, dates, etc. by clicking on the respective column header. This function resets sorting to the original sorting of the project.

Status color definition: Define status colors used for highlighting.

Edit columns: Show or hide columns. It is also possible to rename columns by double-clicking on their name.