Resource Assignments
- Last updated
- Save as PDF
Topics
- Resource Assignment Types Overview
- Topics in the Resource Assignment Types Overview chapter of the RM training material. Make the written material match this.
- 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 Standard Activities
- This mixed media article defines standard activities, which show when resources are not available for work.
- 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.
- Fill Requirements with Resources
- The Fill Requirements with Resources chapter in the RM training book E1- PRM 15.
- Pages: 5
- Fill Requirements with Resources
- This article provides an overview of filling requirements with resources.
- Fill Requirements Addressed to the Resource Manager
- This article describes how to fill requirements from the Organizational Resources view in Resource Management and Assignments.
- Fill Unaddressed Requirements
- This article describes how to fill requirements that were not addressed to a resource manager.
- Fill Requirements Based on the Portfolio
- This mixed-media article describes how to fill requirements in a portfolio, no matter to whom they were addressed.
- Use the Requirements to Fill Tile
- This article describes how to fill requirements using the Requirements to Fill tile.
- Substitute Resources - For Resource Managers
- Sections from the Substitute Resources - For Resource Managers chapter in the RM training material E1 - PRM 15 and 16.
- Pages: 3
- Review and Adjust Resource Utilization
- This article explains how to determine when resources are not utlized efficiently and how to adjust assignments to avoid under- and over utilization.
- Understand How to Substitute Resources with Different Working Hours and Calendar Rules
- This article explains how substituting resources with different schedules or calendars can be done.
- Substitute Resources—Resource Management and Assignments
- This mixed-media article shows two ways to substitute resources from the Resource Management and Assignments screen.
- Approve, Delete, or Edit Assignments
- mostly about allocations and reserves
- Pages: 8
- Approve Allocations and Reserves
- This article discusses approving allocations and reserves.
- Approve Requested Allocations and Reserves while Reviewing Capacity
- This mixed media article shows how to check for over-allocated reserves and use the State column in Resource Management and Assignments to approve allocation and reserve requests.
- Use the Assignments Requested Tile
- This article shows how to use the Assignments Requested tile to approve resource requests.
- Profiling Assignments
- This defines allocation and reserve effort profiles and provides an example.
- Edit Allocation and Reserve Effort
- This mixed-media article explains how to edit allocation and reserve effort profiles using the Resource Management and Assignments screen.
- Preview the Impact of Changing an Assignment's Status
- This article shows how to see the effect of changing the status or other information on a resource's assignments using the Preview option on the Assignments Requested tile.
- View Resource Assignment Status with the Pending Assignments Tile
- This article shows how to use the Pending Assignments tile to view the status of resource assignments as well as details of the work item.
- Delete Resource Assignments
- This article shows how to delete resource assignments (requirements, reserves, allocations, and authorizations) from either the Work and Assignments Screen or the Resource Management and Assignment screens.
- Create Standard Activities
- The Create Standard Activities chapter from RM training E1 - PRM 15.
- Pages: 1
- Schedule Resources for Non-Project Work (Standard Activities)
- This article provides an overview and instructions for creating standard activities (like vacation, paid time off, or sick days).
Content
This course covers all the resource assignment types available in Project and Resource Management: Requirements, Reserves, Authorizations, and Allocations, as well as Standard Activities. It also covers substituting resources.