<< Click to Display Table of Contents >> Navigation: Project > Activities > Resources Section |
Resources section: Contains the following data:
Status 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.
Checklist 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.
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
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:
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.