Resource Assignments
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Topics
- Resource Assignment Types Overview
- Resource Assignment Types Overview from PM training.
- Pages: 5
- Resource Assignment Types Overview
- Resource assignment types include requirements, reserves, authorizations, allocations, and standard activities. This mixed media article provides an overview.
- Understand Resource Assignment Types and Standard Activities
- This mixed media article defines the resource assignment types in Portfolio and Resource Management. It contains a helpful chart and e-learning overview.
- Understand Resource Assignment States
- This article explains the differences between the most common resource assignment states.
- Understand Resource Assignments and Effort
- This article explains how requirement effort can be filled by different activities and/or multiple resources.
- Understand Standard Activities
- This mixed media article defines standard activities, which show when resources are not available for work.
- Create Requirements
- Create Requirements chapter from PM training.
- Pages: 4
- Create Requirements—Overview
- This article provides an overview of requirements and best practices around creating them.
- Create Requirements
- This multi-media article provides the keystroke steps for creating one or more resource requirements.
- Address a Requirement to the Resource Manager
- This article explains how to address a resource requirement to a particular resource manager.
- Adjust Requirement Effort
- This article describes how to change the distribution of effort for a requirement from even to a more realistic profile with different amounts for different time periods.
- Reserve Resources
- Reserve Resources chapter from PM training book E1 - PRM 15.
- Pages: 6
- Reserve Resources
- This article provides concepts and best practices for reserving resources for phases of a project.
- Reserve Resources to Tasks (Direct Reserve)
- This mixed-media article explains how to directly assign one or more resources to work by creating reserves.
- Create a Reserve from a Requirement
- This article describes two options for how to create a reserve from an existing requirement.
- Adjust Reserve Effort
- This article shows how to change the effort on a reserve from an even distribution to an uneven profile.
- Align Reserves with Work
- This mixed-media article shows how to shift the Schedule Start date of one or more reserves to align with the Schedule Start date of their associated work item.
- Align Over Allocated Reserves
- This article shows how to deal with reserves that have been allocated more effort than the reserve called for, resulting in negative numbers on the assignment grid.
- Allocate Resources
- Allocate Resources chapter in PM training E1 - PRM 15.
- Pages: 4
- Allocate Resources
- This article provides information on resource allocations, as well as best practices for allocating resources to tasks.
- Allocate Resources to Tasks (Direct Assignment)
- This article provides instructions for allocating a resource to a project task.
- Create an Allocation from a Requirement
- This article shows how to use the Fill Requirement action menu option in Schedule and Assignments to create an allocation from a requirement.
- Adjust Allocated Effort
- This article explains how to change the effort of an allocation from an even distribution to an uneven effort profile.
- Authorize Resources
- Authorize Resources chapter from training content E1 - PRM 15.
- Pages: 3
- Authorize Resources
- This article explains how authorizations are used in Portfolio and Resource Management.
- Authorize Resources to Phases
- This article explains how to authorize resources to project phases.
- Create Authorizations for Reserved Resources
- This article provides information on how to generate an authorization from a reserve.
- Work with Resource Assignments
- Review and decrement from resource assignments.
- Pages: 3
- Review Assignment Details
- This article explains how to examine the details of a specific resource assignment from the Work and Assignments screen.
- Decrement from Resource Assignments
- This article consists of extended examples of how resource assignments interact with each other as requirements are filled or reserves are used.
- Review All Assigned Effort for a Work Item
- This article explains how to examine all resource assignments' effort for a particular project or other work item.
- Substitute Resources
- The Substitute Resources chapter out of the PRM training book E1 - PRM 15.
- Pages: 3
- Substitute Resources—for Project Managers
- This collection of articles explains how to substitute resources from the Work and Assignments/Work and Resource Management screen, which is useful for project/work managers.
- Substitute One Resource for Another (Project Management)
- This article shows how to substitute one resource for another from Work and Assignments/Work and Resource Management.
- View Assignments for a Single Resource (Project Management)
- This article shows how to check the assignments for a single resource from the Work and Assignments/Work and Resource Management screen.
Content
The topics in this course will enable you understand the types of resource (or effort) assignments available in Portfolio and Resource Management and to make assignments of each type. You will also learn to substitute resources and decrement from assignments.