From the Categories menu for a project, click the Resource Plan
link
The page displays resource requests that a Project Lead has created
to acquire the resources needed to complete projects. Under each resource
request the resources are listed:
For each resource request (indicated by
), the page lists these
columns:
Name. The name of the resource request.
. Indicates that resources are assigned to the request. Hover over the icon to see the names of the assigned resources.
State. The state of the resource request. Values
can be Create, Requested, Proposed, Committed, and Rejected. Only a Project
Lead has access to the Create and Rejected states. Once a Project Lead
submits the resource request, it enters into the Requested state for
further processing by the Resource Manager.
Project Role. The preferred project role associated
with the resource.
Skills. The preferred skill of the resource.
Resource Pool. The resource pool to which the
resource request is made in order to acquire the resources.
Std Cost/Hr. The standard cost per hour for this request..
. Icons respectively for New Window, Discussion and Subscription.
[Timeline]. For the FTE filter, this shows
how many days the resource is required. For the Costs filter, this shows
the hours multiplied by the rate. Depending upon the settings in the
Properties file, it can be shown in Weekly, Monthly or Quarterly format.
This is a one-time activity.
Total. The total days the resource is required.
For each resource person (indicated by
), the page lists these
columns:
Name. The name of the resource that the Project
Lead has requested.
State. The state of the resource. Values can
be Requested, Proposed, Committed, and Rejected, depending upon the state
of the resource request. However, a resource request in the Create state
has resources in the Requested state.
Skill. The skill associated with the resource,
which may be different from the skill specified on the resource request.
Resource Pool. The name of the resource pools
that contain the resources. If the same resource exists in more than
one resource pool, multiple names can be listed.
[Timeline]. For the FTE filter, this shows
how many days the resource is required. For the Costs filter, this shows
the hours multiplied by the rate. Depending upon the settings in the
Properties file, it can be shown in Weekly, Monthly or Quarterly format.
This is a one-time activity.
Total. The total days the resource is required.
Change the Status to filter
the resource plan table:
Open. Displays all resource
requests in Create and Rejected states.
Committed. Displays all resource requests in
the Committed state. These are the resources committed to the project
by the responsible Resource Manager.
All. Displays all resource requests in any
state. This is the default view.
Rejected. Displays the resource requests that
have been rejected by the responsible Resource Manager.
Change the FTE/Hours/Costs
filter. A property setting determines whether you can toggle using FTE
or Hours. You can add and edit number of people values either in FTE
or Hours.
Change the View by Timeline/View
by Phase filter.
In Timeline mode, the resource plan timeline is shown in the project's
timeline.
In Phase mode, the resource plan timeline is defined from the project
phases. You can create a resource plan from phases. See Creating a Resource Request for Phases.
To edit the entries, click Edit on the toolbar
and make any changes to editable fields.
Use the Actions menu on
the page toolbar to work with the resource plan.
Create Resource Plan has
several sub-options which are different for Timeline and Phase views:
Create Resource Request. Creates a resource
request. See Creating a Resource Request by Timeline. Available in Timeline view.
Create From WBS. Creates a project resource
plan using the WBS as a starting point. Available in Timeline view.
Create From Clone. Clones a resource plan from
an existing resource plan. The FTE value of the cloned resource request
will be set to the default value "1". Available in Timeline view.
Resource Plan Preferences. Sets the default
value for the page view to either Timeline or Phase. See Setting Resource Plan Preferences. Available in both Timeline and Phase views.
Create From Phase. Creates a resource request when a resource plan is defined in phases. See Creating a Resource Request for Phases. Available in Phase view and when the resource plan preference is set to "Phase" and at least one phase exists.
Requests has three sub-options:
Copy. Creates a copy of a resource
request.
Submit. Submits the selected resource
requests. The selected requests will be changed to the Requested state
and a notifying email will be sent to the Resource Manager.
Delete. Deletes the selected resource
request(s).
Resources has two sub-options:
Add. Adds a specific person to the
request.
Remove. Removes a resource which is
in any state except Requested or Proposed.
Discussion has two sub-options, which
become active only when a resource request is selected:
Create Private. Creates a private
discussion.
Create Public. Creates a public
discussion.
Subscription has two sub-options:
Push. Allows users to push a subscription
to users other than themselves who are project members.
Subscribe. Allows users to subscribe to the
resource request for different activities.
Assign Resource Pool Standard Cost. For a request in Create or Rejected state, this option can assign the standard cost defined for the resource pool.