PMO Accelerator Object Views › Resource › Resource List Views

Resource List Views

To view a list of resources or roles:

1. Open Home.
2. From the menu, click Resources.

   The List Column view appears by default. From this view, you can do the following:

   • Link to the properties page for the resource or role by clicking the name of the resource or role.
   • Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
   • View the Resource/Role, Resource/Role ID, Primary Role, Resource Manager, Employment Type, and Resource Type.

To view a list of resources you can add to the investment team:

1. Open Home.
2. From the menu, click the investment type such as Projects.
3. Open a project.

   The Properties page appears.

4. Click the Team tab.
5. Click the Add button.

   The List Column view appears by default. From this view, you can do the following:

   • Link to the properties page for the resource or role by clicking the name of the resource or role.
   • Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
   • View the Resource/Role, Resource/Role ID, Primary Role, Resource Manager, Employment Type, and Resource Type.

To view a list of resources you can assign to tasks:

1. Open Home.
2. From the menu, click the investment type such as Projects.
3. Open a project.

   The Properties page appears.

4. Click the Task tab.
5. Select a task.
6. Click the Assign button.

   The List Column view appears by default. From this view, you can do the following:

   • Link to the properties page for the resource or role by clicking the name of the resource or role.
   • Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
   • View the Resource/Role, Resource/Role ID, Primary Role, Employment Type, Team Member, Project Role, Start, and Finish.

To find a list of resources with a specific skill set or availability:

1. Open Home.
2. From the menu, click Resource Finder.

   The List Column view appears by default. From this view, you can do the following:

   • Link to the properties page for the resource by clicking the name of the resource.
   • Link to the Allocation tab for the resource by clicking the Resource Allocation icon.
   • View the Resource, Resource ID, Primary Role, Employment Type, Availability Match, Skill Match, and Total Match.

To view a list of resources you can associate to a department:

1. Open Home.
2. From the menu, click Departments.
3. Open a department.

   The Properties page appears.

4. Click the Resources tab.

   The Department Resources List Column view appears by default below the department Resource Aggregation portlet. From this view, you can do the following:

   • Link to the properties page for the resource by clicking the name of the resource.
   • View the Resource, Resource ID, Primary Role, Resource Manager, Employment Type, Resource Type, Date of Hire, and Email Address.