Resource Management Concepts

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Resource Management and Assignments Overview

Resource Management and Assignments Overview chapter in RM training material E1 - PRM 17.

Pages: 9

Resource Management and Assignments Overview
This mixed media article lists some key concepts and general information on resource management functionality via the Resource Management and Assignments screen in Portfolio and Resource Management.
Understand the Benefits of Using Portfolio and Resource Management for Resource Managers
This mixed media article describes the benefits and an overview of using Portfolio and Resource Management for Resource Managers.
Resource Management and Assignments Screen Overview
This mixed media article provides an overview of the Resource Management and Assignments screen and its features.
Resource Management and Assignments Screen
This article provides an overview of the Resource Management and Assignments screen and its features.
Resource Management and Assignments - Aggregators
This mixed media article provides an overview of the Resource Management and Assignments screen and its features.
Resource Management and Assignments – Resources and Assignments View
This mixed media article provides an overview of the Resource Management and Assignments screen, Resources and Assignments view and its features.
Resource Management and Assignments – Organizational Resources View
This article provides an overview of the Resource Management and Assignments screen, Organizational Resources view and its features.
View Published Rank Columns in Resource Management and Assignments
This article shows how to view strategic ranking columns on the Resource Management and Assignments screen.
Understand Resource Report Tiles
This article provides an introduction to Resource Report tiles.

Manage Resource Portfolio Information

Manage Resource Portfolio Information chapter in RM training book E1 - PRM 15.

Pages: 6

Manage Resource Portfolio Information
This article provides an overview of creating a resource portfolio and provides links to things you can do with resource portfolios.
Understand the Organization of the Resources Menu
This article describes the organization and functionality of the Resources menu.
Understand the Organization of the Resources Menu—Portfolio View
This mixed-media article describes the organization and functionality of the Resources menu, Portfolio View.
Create a Resource Portfolio
This mixed media article describes how to create a resource portfolio.
Invite Users to a Resource Portfolio
This article shows how to invite users to a resource portfolio that you created.
Job Aid: Access a Resource Portfolio and Review Portfolio Tiles
This job aid (handout) provides anyone who works with resources in the system with a quick overview of the Resource Portfolio View and the Portfolio View tiles on the ribbon.

Access and View Resource Information

The Access and View Resource Information chapter of the RM training.

Pages: 5

Access and View Resource Information
This article describe important concepts about working with individual resources in Portfolio and Resource Management.
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.
Update Effective Dates
This article shows how to update the effective date for resource attributes.
Update Resource Attributes
This article describes important concepts about resource attributes in Planview Enterprise.
View Assignments for a Specific Resource
This mixed media article describes important concepts about resource attributes and shows how to view the Resource Management and Assignments screen for a single resource.

Content

In this course you will familiarize yourself with the basics of resource management in Project and Resource Management, including Resource Management and Assignment screen organization, how to work with resource portfolios and the resource assignment types used in the system.