Defining Resources and Roles Resources include the personnel and equipment that perform work on activities across

all projects. Labor and nonlabor resources, such as engineers and equipment, are always time-based and are usually assigned to other activities and/or projects; material resources, such as supplies and other consumable items, are recorded in terms of cost per unit, rather than hours. Viewing and Adding Resources Use the Resources window to view and add the resources required to complete all projects across the organization. Structure the hierarchy of resources according to the work performed. For example, you may have various teams comprised of individuals in several resource groups in the organization. You can set up the hierarchy so that the people managing these groups are at a higher level than the resources in the groups. View resources Choose Enterprise, Resources, or click Resources on the Home workspace. Click the Display Options bar, then choose one of the following: To view detailed information about a specific resource, choose Details, then select the resource whose information you want to view. To view resources as a chart, choose Chart View. To select the columns to include in the display, choose Columns, Customize, or one of the predefined column displays.

 To select the resources to display, choose Filter By, then choose All Active Resources, All Resources, or Current Projects Resources. To organize the resource hierarchy, choose Group and Sort By, and choose one of the predefined groupings or customize your own. Add a resource Choose Enterprise, Resources. Click the Display Options bar, then choose Group and Sort By, Default, to display the resource hierarchy. Select the resource immediately above and at the same level as the resource you want to add, then click Add. Depending on your user preferences, the New Resource wizard may be started. The wizard prompts you to add the information included on each tab in Resource Details. If you do not use the wizard, this information can also be entered directly on each tab. To display Resource Details, click the Display Options bar, then choose Details. General information Use the General tab to enter general information about the selected resource, including the resources ID, name, title, employee ID, e-mail address, office phone numbers, and status. Details Use the Details tab to specify a resources labor classificationlabor (personnel), nonlabor (equipment), or material (supplies), indicate whether a resource can log overtime hours, assign a calendar to the selected resource, specify the resources default units/ time, specify how actual and remaining units are applied for a resources assignments, and indicate that any assignments for a resource will have its quantities recalculated whenever any cost changes occur. Default Units/Time

You can enter the default units/time value as a numeric value followed by a forward slash (/) and the appropriate time duration, depending on your user preference setting for time units, or as a percentage for labor and nonlabor resources. For example, if the selected resource is one person, a reasonable value may be eight hours (units) per day (duration). In this case, the Default Units/Time would be 8.00h/d, or eight hours of work per day. If you are entering a percentage, you would enter 100% indicating that the resource is available to work full-time. Similarly, if the selected resource is a department with five people, the Max Units/ Time may be 40.00h/d, or 500%. This means that five people can perform 40 hours of work per day, rather than one person performing 8 hours of work per day. The module uses this value in conjunction with the calendar assignment to calculate resource allocation/distribution during scheduling and leveling. Units and prices Use the Units & Prices tab to specify available quantities (limits) for the resource. Setting limits helps you quickly identify areas of resource overload in Resource Usage Profiles using different colors to represent limits and overallocated units in histograms. The module automatically adjusts the resources costs for its assigned activities to reflect price changes for different time periods. Defining Resource Shifts You can globally define shifts that span specific work hours over a certain period of time and apply one or more shifts directly to the resources to whom they apply. The module considers the shift hours when calculating units and prices during leveling. The resource calendar is used to determine when the resource can work, and the limits for that

period are determined from the shift definition on that resource. Define resource shifts Choose Enterprise, Resource Shifts. Click Add, then type the new shifts name. To edit the new shift, click Modify. Setting Up Roles Roles are project personnel job titles or skills, for example, project planner, quality assurance tester, and engineer. You can create a standard set of roles that you can assign to labor and nonlabor resources and activities in all projects in the organization. You can establish an unlimited number of roles and organize them in a hierarchy for easier management and assignment. The set of roles you assign to an activity defines the activitys skill requirements. You can also define multiple price per unit rates and unit/time limits for each role to accurately plan future costs and allocation. Assign roles to activities as you would resources during project schedule and cost planning. When your plans are finalized, you can replace roles with resources, based on each activitys role and skill requirements. View roles Choose Enterprise, Roles, then click the Display Options bar. To view only those roles that have assignments in the open project, choose Filter By, Current Projects Roles. To view all roles, choose Filter By, All Roles. Add a role Choose Enterprise, Roles. Select the role immediately above and at the same level as the role you want to add, then click Add. Type the roles ID and name. To create a hierarchy of roles, click the

right arrow key to indent the selected role one level. For example, you may want to list specific roles included under Project Manager, such as Design Manager. Add rates to a role You can add up to five price per unit rates for each role in the roles dictionary. When you assign a role to an activity during project planning, you can choose which rate you want to use to calculate cost. Defining rates for specific roles yields more accurate project cost planning results. To add rates to a role choose Enterprise, Roles. If tabs are not displayed in the Roles dialog box, click the Display Options bar and choose Roles Details. Select the role you want to assign rates to, then click the Prices tab. Enter up to five Price/Unit rates for the selected role. For example, if the price per unit is $25/hour, enter 25h; if the price per unit is $50000/year, enter 50000y. You can only enter unit values in minutes, hours, days, weeks, months, and years. Your system administrator defines the abbreviations for these units in the Admin Preferences, Time Periods tab. Assigning Roles to Resources The set of roles you assign to a resource describes the resources skill capabilities. These role assignments make it easy to assign resources to activities according to role. You can also assign roles to activities directly when you are unsure of the actual resources available to work on those activities. You can later replace the roles with the applicable resources. Assign roles to resources from the Resource Details window

Choose Enterprise, Resources, select the resource to which you want to assign a role, click the Display Options bar, then choose Details. Click the Roles tab, then click Assign.