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Use Resource Planning to create resource and role profiles and associate them with skills. You can assign resources and roles to investments and monitor and edit their allocations.
A resource is a person or object, such as equipment that is used to fill a role or perform a task. A role is a generic description of a function or an object, such that the developer role represents any resource whose function is writing code.
Use Resource Planning to create and edit resources and roles and assign them to projects. A role can help define the tasks and scope for a project. Later, you can replace the role with a resource that performs the actual work.
You can create the following types of resources or roles:
|
Resource or Role Type |
Description |
Can be Allocated |
Has Skills |
|---|---|---|---|
|
Labor |
Any person or role that works or completes tasks. |
Yes |
Yes |
|
Equipment |
Any type of machinery used to perform a job, such as delivery trucks, printers, and computers. |
Yes |
No |
|
Material |
Any type of material used to perform a job, such as training guides, chemicals, or fuel. |
Yes |
No |
|
Expense |
Any costs associated with a resource or a role, such as the cost of traveling to a customer site. |
Yes |
No |
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