Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

Update Resource Attributes Version 12

Summary

This article describes important concepts about resource attributes in Planview Enterprise.

 This article applies to Planview Enterprise 12 to 14

Key Concepts and Best Practices

Defining the resource attributes that are important to your company is the first step to tracking the information and using it to forecast or define requirements. To ensure that the information is useful, it must be maintained. This means updating the data about skills, roles, and areas of interest on a regular basis so the information remains current. Where practical, skills should be further subclassified in a skills hierarchy, such as business skills (e.g., project management, business, business analysis, etc.), technical skills (e.g., Oracle, Java, etc.), and application or product knowledge specific to each organization. The master list of skills is maintained by your administrator.

If attributes are available to be split by percentage, the percentage must equal 100%. For example, a resource may be billed back 25% to one department and 75% to another department.

Managing this information can require some administrative overhead, the amount of which is determined by the number of resources being managed and the frequency with which the information changes. Planview recommends that resource managers update the attributes for their direct reports; however, Planview Enterprise can support allowing resources to update their own attributes, if needed. If this is necessary, talk with your administrator.

Your administrator may have marked history tracking on some attributes. The history button is available to see history regarding those attributes.

Keystroke Steps

  1. Search for the relevant resource >  > Resource View.
  2. In the Resource Attributes section of the Resource View screen (Figure 1), type in the effective date, then Apply.
  3. Click Update next to the area to be changed.
  4. Make appropriate changes.
  5. Select Save.

To add a photo of a resource (it will resize automatically depending on where it is displayed):

  1. In the Resource Image section click Upload Image > Choose File.
  2. Drag the handles to crop the photo (it will remain square) > Save.
Tip!

To make changes effective on a certain date, be sure to set the effective date, then Apply before making the change to the attribute. If you change the Effective Date field, you can see the attributes effective on that date. 

Resource View

Figure 1: Resource View