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Resource Assignments

Topics

Resource Assignment Types Overview
Resource Assignment Types Overview from PM training 14.
Pages: 5
  • Resource Assignment Types Overview 14
    Planview Enterprise assignment types include requirements, reserves, authorizations, allocations, and standard activities. These articles explain how they work to assign resources to project work. This article applies to Planview Enterprise 14.
  • Understand Resource Assignment Types
    This article defines the resource assignment types in Planview Enterprise. It contains a helpful chart. This article applies to Planview Enterprise 14.
  • Understand Standard Activities
    This article defines standard activities, which show when resources are not available for work. This article applies to Planview Enterprise 14.
  • Understand Resource Assignment States
    This article explains the differences between the most common resource assignment states. This article applies to Planview Enterprise 14.
  • Understand Resource Assignments and Effort
    This article explains how you can assign multiple assignments to multiple work items at the same time, and how Requirement Name is populated for requirements. This article applies to Planview Enterprise 14.
Create Requirements
Create Requirements chapter from PM training 14.
Pages: 4
  • Create Requirements—Overview 14
    This article provides an overview of requirements and best practices around creating them.
  • Create Requirements
    This article provides the keystroke steps for creating a resource requirement. This article applies to Planview Enterprise 14.
  • Address a Requirement to the Resource Manager
    This article explains how to address a resource requirement to a particular resource manager. This article applies to Planview Enterprise 14.
  • 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. This article applies to Planview Enterprise 14.
Reserve Resources
Reserve Resources chapter from PM training book 14.
Pages: 6
  • Reserve Resources Version 14
    This article provides concepts and best practices for reserving resources for phases of a project. This article applies to Planview Enterprise 14.
  • Reserve Resources to Tasks (Direct Reserve)
    This article explains how to directly assign a resource to work by creating a reserve. This article applies to Planview Enterprise 14.
  • Create a Reserve from a Requirement
    This article describes how to create a reserve from an existing requirement. This article applies to Planview Enterprise 14.
  • Adjust Reserve Effort
    This article shows how to change the effort on a reserve from an even distribution to an uneven profile. This article applies to Planview Enterprise 14.
  • Align Reserves with Work
    This 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. This article applies to Planview Enterprise 14.
  • 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. This article applies to Planview Enterprise 14.
Allocate Resources
Allocate Resources chapter in PM training 14.
Pages: 4
  • Allocate Resources Version 14
    This article provides information on resource allocations, as well as best practices for allocating resources to tasks. This article applies to Planview Enterprise 14.
  • Allocate Resources to Tasks (Direct Assignment)
    This article provides instructions for allocating a resource to a project task. This article applies to Planview Enterprise 14.
  • Create an Allocation from a Requirement
    This article shows how to use the Fill Requirement action menu option in Work and Assignments to create an allocation from a requirement. This article applies to Planview Enterprise 14.
  • Adjust Allocated Effort
    This article explains how to change the effort of an allocation from an even distribution to an uneven effort profile. This article applies to Planview Enterprise 14.
Authorize Resources
Authorize Resources chapter from training content 14.
Pages: 3
Decrement from Resource Assignments
Chapter from PM book called Decrement from Resource Assignments 14.
Pages: 1
  • Decrement from Resource Assignments version 14
    This article consists of extended examples of how resource assignments interact with each other as requirements are filled or reserves are used. This article applies to Planview Enterprise 14.
Substitute Resources
The Substitute Resources chapter out of the PRM training book 14.
Pages: 3

Content

The topics in this course will enable you understand the types of resource 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.