Resource Information and Availability

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Topics

Resource Information Management - Getting Started

Basic information on the Resource View and updating resource information and attributes.

Pages: 6

Access and View Resource Information Version 14
These articles describe important concepts about working with individual resources in Planview Enterprise. This article applies to Planview Enterprise 14.
Understand the Organization of the Resources Menu—Resource View
This article provides an orientation to the Resources Menu, Resource view, for working with individual resources. This article applies to Planview Enterprise 14.
Resource View Screen
This article describes elements of the Resource View screen, which you can use to upload a resource image as well as review and change a resource's attributes.
Update Effective Dates
This article shows how to update the effective date for resource attributes. This article applies to Planview Enterprise 14.
Update Resource Attributes Version 14
This article describes important concepts about resource attributes in Planview Enterprise. This article applies to Planview Enterprise 14.
View Assignments for a Specific Resource
This article shows how to see a version of the Resource Management and Assignments screen for one specific resource. This article applies to Planview Enterprise 14.

Resource Information Management: For More Information

Supplemental information for Resource Information Management.

Pages: 4

Resource Information FAQ
These frequently asked questions cover resource information, such as resource attributes. This article applies to Planview Enterprise 11.5 and up.
Maintaining Your Resource Information
This best practice offers tips on capturing resource information, such as skills, location, and availability.
Keeping Resource Information Up to Date
Resource information such as skills and roles should be tracked within Planview Enterprise so that project managers can define requirements and resource managers can forecast resource needs. This best practice stresses the importance of keeping resource attributes and calendar information up to date.
Managing Labor Rates and Contracts
This best practice offers guidelines for managing labor rates and contracts in organizations where rates can vary by role, location, or other factors, or who use outside contractors associated with a vendor contract.

Content

In this course, you will learn how to add, review, and maintain information about resources in Planview Enterprise. The feature of Effective dates for resource attributes is explained. Use the Getting Started topic to learn from our training material, and the Mastering topic for more detailed product help content. This course falls under the Resource Information and Resource Availability capabilities.