This section contains the following topics:
The Resource Center is a dashboard for resource managers and schedulers to get a high-level view into the resources they are managing. They can use the dashboard to help ensure that the resources assigned to project tasks are not over or under allocated.
The Resource Center dashboard includes the following pages:
To view resource information about the Resource Center dashboard, complete the following:
For more information about managing resources, see the Resource Management User Guide.
For more information about managing resources, see the Resource Management User Guide.
For more information, see the Project Management User Guide.
Use the Resource Planning page to assess the supply and demand situation for your project resources:
The page includes the following portlets:
Use this portlet to view resource gaps for the entire organization or for a specific OBS or role. Information appears for six months, starting with the current month.
For information to appear in the portlet, assign resources and roles to projects.
This portlet includes the following fields:
Displays resource supply, demand, and availability hours.
Displays the aggregated amount for the following:
The Resource Supply portlet displays six months of supply information for roles, starting with the current month.
Note: For information to appear in the portlet, assign roles to projects.
The portlet includes the following fields:
Displays the role name. Click the role link to open the role properties page and edit the role.
Displays the total available or unallocated hours for the role.
Displays the available hours or full-time employee (FTE) for the role for six months, starting with the current month.
The Resource Demand portlet shows six months of demand information, starting with the current month. Information is displayed hierarchically using the following levels:
All role information in this portlet is aggregated to the project level. All project information is aggregated to the project type level. The Total column displays the final aggregated amount across all hierarchy levels.
For information to appear in this portlet, roles must be assigned to projects.
The portlet includes the following fields:
Displays the project type, project, or role name. If no project type is selected for a project, [No Project Type] appears. Expand a project type to display all the projects associated with that type. Expand a project name to display all the roles associated with that project. Click a project or role link to open the project or role properties page and edit the project or role.
Displays the total demand or assignments across the project type, project, or role.
Displays the hours or FTE in demand for each level in the hierarchy (project type, project, or role) for six months, starting with the current month.
Use the Role Supply and Demand page to assess the supply and demand for your project roles. The page includes the Role Supply and Demand Histogram portlet.
The Role Supply and Demand Histogram portlet shows the number of available people (FTE) per role and the demand for the project roles.
This portlet provides the following aggregates:
This portlet includes the following fields:
Displays the role name. Click the role link to open the role properties page and edit the role information. Click the Resource Allocation icon next to a role to go to the capacity page of role investments and view or modify role allocation.
Displays six months of demand and supply information for each role, starting with the current month.
Use the resource allocation page to view allocation information for a specific role and its associated resources. The page includes the Weekly Detail of Resource Allocations portlet.
The Weekly Detail of Resource Allocations portlet provides a detailed, weekly view of allocated hours for specific resources. As a resource manager, use this information to work with individual resources and confirm that they are allocated appropriately.
For information to appear in the portlet, allocate resources to projects.
This portlet includes the following fields:
Displays the full name of the resource. Click the resource link to open the resource properties page and view or edit the resource information.
Click the Resource Finder icon next to a resource name to open the find resources page and search for resources.
Click the Properties icon next to a resource name to open the staff member properties page and view the allocation curves for the resource.
Displays the role name associated with the resource. Click the Send Mail icon next to a role name to send an email to the associated resource.
Displays the project name that the resource is associated to. Click the project link to open the project properties page and edit the project.
Displays the weekly allocation amount in hours for a resource. Click an allocation amount to open the resource/ role allocations page and view allocation details.
Use the Unfilled Allocations page to view the booking and request status for all unfilled project requirements. The page includes the Unfilled Requirements portlet.
The Unfilled Requirements portlet provides a view of all the unfilled requirements across projects. Use the portlet to rectify those unfilled requirements. You can drill down to view and modify resource allocations and allocation requests.
For information to appear in the portlet, allocate resources to projects and requirements.
The portlet includes the following fields:
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the booking status for the associated role based on the Booking Status field on the staff member properties page.
Displays the request status for the associated role based on the Request Status field on the staff member properties page.
Displays the date of starting the project.
Displays the finish date for the project.
Displays the number of hours that the role is allocated to the project. Click an allocation link to open the resource/role allocations page and view or edit the role allocation information.
Displays the percentage of time that the role is allocated to the project.
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