Resources page allows creating, importing, editing, and managing resources. It is represented by a configurable table.
Resource utilization, plan, and resource linking are not available for Core plan.
By default, the General info view is used, showing only Resource name, Email, Resource Type, and Linked System columns.
Using the View selector in the upper left part of the screen, you can create a customized view and manually select the columns to display.
The list of your Resources can be filtered using the Filter field in the upper right part of the screen. Using this control item, you can also create filter presets. Active/Inactive filters are available for your convenience to quickly sort the resources by their status.
Two views are available on the Resources page: table and timeline (to review resource utilization).
You can review the Resources timeline by day, week, month, quarter, or year. You can also select the time period to review the information.
Also, if you navigate to the needed time period of the resource you can review the detailed information as for this resource for the selected time period on the tooltips: Period, Resource capacity, Availability, the hours and projects that the resource is committed for, and proposed for, Overallocation.
To edit a Resource or delete it, click on the ellipsis button, choose Edit or Delete from the drop-down menu.
Also, it is possible to activate/deactivate a resource.
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. 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).
The status for resources can be changed per resource (or if the linked user is deactivated). Also, if you select several resources, the status can be changed in a bulk as required for all of them.
To unlink a resource open it for editing, click on the Linked Resource button, and press the Delete Resource Link button.
To Bulk Edit or Bulk delete Resources, select the ones you need and click Bulk Edit or Delete option as required.
Please note: It is not possible to delete a resource that is linked to any of the external systems PPM Express supports. If you would like to delete a resource that is linked to any of the external systems, it is required to unlink it first and then delete it. However, if the resource is used somewhere else in the system, for example in the Resource Plan project section, it will not be possible to delete it as well. It should be removed from the Resource Plan section first.
It is also possible to apply a default layout to a number of Resources at one go by selecting the required Resources and clicking the Apply Default Layout button. In this case, a default layout of the Resource dashboard will be applied to the selected Resources.
The status for resources can be changed in a bulk as well. You can select to activate the selected resources or deactivate them.
The Plan button opens the Resource Utilization page where you can review the allocation per project for the selected resources.
Also, the drop-down menu opens PPM Express Power BI Reports for the selected Resource.
PPM Express provides more than 50 accurate and comprehensive Power BI reports with a graphical representation of PPM Express data.
To enable External PPM Express Power BI Reports, please follow the steps described in 'External Power BI reports configuration' article.