Resource dashboard page allows viewing and editing all the information about a specific resource.
The Resource dashboard includes four sections: Workload, Work Week, Calendar Exceptions, Utilization, and Details.
Resource Utilization is not available for Core plan.
In the right upper part of the page, you can review the source system to which the Resource is connected.
Please note: Only users who have Manage Resources permission can edit the information on the Resource dashboard.
Workload - This section is used to review all assignments for the selected resource across PPM Express and plan the Resource workload accordingly. The ‘Workload’ section shows the Tasks, Action Items, Risks and Issues that are due this month or late as well as all assignments by status.
If you click the ‘View Resource Assignments’ button, the Workload page will be opened where you can review all resource assignments in detail. Use the pre-filters and filters to review the information as you need.
Work Week - This section is used to specify the work week settings for the specific resource (if the resource is working part-time, has weekend shifts, etc.).
As a rule, all resources use the common tenant-wide work week settings set by PPM Express Administrators on the Calendar Settings page. If needed, it is possible to set the workweek settings for the specific resource. If the specific settings are provided in the Work Week section of the Resource dashboard, it will override the tenant-wide settings for this resource.
To set the work week settings for the resource perform the following:
1. Open the Resources dashboard and in the Work Week section click on the 'Use personal settings' button.
2. Set the work week time as required. The changes will be saved automatically and applied to the resource at once.
3. If you open the project for which this resource is allocated, the changes will be applied there as well and the resource capacity and availability will be calculated according to these settings.
To apply the tenant-wide work week settings for this resource, click on the 'Use common settings' button.
Calendar Exceptions - This section is used to set the calendar exceptions for the specific resource (if the resource is working on holidays or is on vacation, etc.).
As a rule, all resources use the common tenant-wide calendar settings set by PPM Express Administrators on the Calendar Settings page. If needed, it is possible to set the calendar exceptions for the specific resource. If the calendar exceptions are set for the same date as tenant exceptions, they will override the tenant-wide settings for this resource.
To set the calendar exceptions for the resource perform the following:
1. Click on the 'Add Exceptions' button in the Calendar Exceptions section.
2. Provide the required information in the New Exception window:
- Expected Hours;
3. Click the Create Exception button.
4. When the exception is added, you can edit or delete it. Also, you can create more exceptions, using the 'New Exception' button.
When the resource exceptions are added, this information will be taken into account and the resource availability and capacity will be displayed according to these settings in the resource utilization section. If you navigate to the selected period, a notification will be displayed where you can review the calendar exception applied and why the capacity is 0 for this period, for example.
If you select to auto allocate (or manually allocate) the resource on the project, the resource will be allocated taking into account the Calendar Exceptions setting, if any.
Also, if you select to assign the resource on tasks, you will get a warning message, saying that the resource has calendar exceptions for the selected period.
Utilization - This section shows resource allocation per project.
The resource is allocated starting from the project start date to the project due date. If there are no dates for the project, the resource will be allocated for the current month plus 6 months.
Allocation is available in Hours, Percent, FTE, or Chart Views.
You can review the Resources timeline by day, week, month, quarter, or year.
You can add the selected resource to the project or remove this resource from the project using the corresponding buttons on top.
The resource has two Booking Types: Proposed and Committed.
When you allocate the time for the selected resource the resource is in the proposed state. If you would like to commit the resource, select the required project, click on the ellipsis button and select the Commit option. When the resource is committed, you can continue allocating it as required (add more hours, etc.).
Please note: If the 'Add Project' button is disabled for the resource, then this resource is inactive. Two statuses are available for resources: Active and Inactive. Only active resources can be assigned for tasks, key dates, risks, issues, etc. Inactive resources do not appear in the list of available resources when assigning them, so they cannot be added for projects from the Utilization section. However, if an active resource is assigned for tasks, as an example, all assignments will be preserved for this resource if it becomes inactive (the time allocated for this resource in the Project Plan section will be also preserved).
Details - This section contains the most important information about the resource. You can add information here for Resource name, Email, Type, Direct Manager, Max Units, Cost and Rates fields, etc.
You can easily show, hide, or add new custom fields to this section using the Configure menu which is accessible via the ellipsis button (drop-down menu) in the right upper corner of the Details section. You can also rearrange their order (by click and drag).
As you add and arrange the fields as required, edit or delete them.
You can save the layout as default or custom. It is possible to apply an existing layout to the Resource dashboard as well by clicking on the ellipsis button (drop-down menu) in the right upper corner of the page.