Resource Overview: Dates

This function provides an overview of the resources and the roles they are assigned to in a project. This is especially important if you are a project lead. You can view the resource availability and the staffings at a glance and make modifications as required. This helps you to adapt your project to staffing changes. You can check which tasks the resources are assigned to and you can view the start and finish dates of the role. You carry out the activities by left-clicking on (Menu).

Note Note

You can also display resource information in graphical format. For more information, see Resource Management Graphics.

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Prerequisites

You have selected the Dates radio button on the Resources tab page under Resource Overview.

Features

The system displays the following objects in the Resource Overview on three hierarchy levels:

Resource
- Roles/staffing
  - Tasks assigned to the staffing
- Candidate assignment

You can find the following information for each object:

Object	Distributed	Status	Remaining Availability	Availability	Assigned Effort
Resource represented by its full name	None	Displays status information for the resource: Green: Remaining Availability is greater than zero Red: Remaining Availability less than zero	Shows the remaining availability of the resource: Availability minus Assigned Effort	Shows availability of the resource in the relevant time frame	Total of assigned effort from all staffings
Staffing represented by the name of the role	Shows whether the staffing is distributed	None	None	None	Either a value that was entered manually or the total of all periods if staffing is distributed
Task assignment represented by the name of the task	None	None	None	None	Work of task assignment
Candidate represented by the name of the role	None	None	None	None	None

Note Note

You can modify how the status information for the resource is displayed by implementing the Business Add-In (BAdI) Resource Overview. For more information, see Customizing for Project Management under Start of the navigation path Resource Management Next navigation step Basic Settings for Roles BAdI: Resource Overview. End of the navigation path

End of the note.

You can view the following information regarding the dates:

Object	Fixed Start	Fixed Finish	Calculated Start	Calculated Finish
Resource	None	None	Start of the time frame based on the availability of the resource in the project	End of the time frame based on the availability of the resource in the project
Staffing represented by the name of the role	Start date of the staffing	Finish date of the staffing	Start date of the role	Finish date of the role
Task assignment	Start date of the task assignment	Finish date of the task assignment	Start date of the overlap between the time frame of the task and the time frame of the role	Finish date of the relevant time frame
Candidate	None	None	None	None

Activities

You can carry out the following activities for each object:

Resource
Search for resources. For more information, see Resource Search.
- Display the detail data for the role by choosing Details in the context menu of the resource name. The Details screen for the resource appears. Here you can find information such as the time frame of the staffing.
- Assign the resource to available roles by choosing Assign As Resource in the context menu of the resource name.
- Assign the resource as a candidate to available roles by choosing Assign As Candidate.
Role
- Display the detail data for the role by choosing Details in the context menu of the role name. The Details screen for the role appears. For more information, see General Definition of a Role.
- Staff or assign candidates to the role by choosing Assign Candidate or Staff in the context menu of the role name. The Staffing tab page appears. For more information, see Staffing of Roles with Resources.
- Copy or delete roles by choosing Copy or Delete in the context menu of the role name.
- Assign tasks to the role by choosing Assign Task in the context menu of the role name. The Tasks tab page appears. For more information, see Task Assignment.
- Determine the demand of a distributed role automatically from the assigned tasks by choosing Update Role According to Tasks in the context menu of the role name. The system then recalculates the demand from the role to task assignments.
- Task assignment
  - Display the detail data for the task by choosingDetails in the context menu of the task name. The Tasks tab page appears.
  - Assign a task to a resource by choosing Assign to Resource in the context menu of the task name.
  - Remove the assignment of a task to a resource by choosing Delete Task Assignment in the context menu of the task name.