User resources and group resources

When allocating resources, a resource manager might need to work with an administrator to add users to a group with pps_resource role.

Resource Manager view

The Resource Manager view in Resource > Resources > Users lists only the users who have the pps_resource role. In addition to some of the fields displayed in the User Administration > Users form, the Resource Manager View > Users form also displays the following fields, which are editable only by a user with resource_manager role:

• Location
• Schedule
• Timesheet Policy
• Average Daily FTE Hours/Hours Per Person Day
  注:

  Use the Update Resource Capacity related link to specify a date range. User capacity is populated in all aggregate tables based on the schedule of the user.

The Resource Manager view in Resource > Resources > Groups lists only the groups with the pps_resource role. When a resource manager creates a new group from this view, the pps_resource role is added by default to the group record. Although resource managers have write access to several fields, the only fields that they should edit are Average Daily FTE Hours/Hours Per Person Day and Hourly rate.

• Update the resource capacity
  From the Resource Manager view, update the capacity of a user for a specific duration. Based on the schedule of the user and the specified duration, the capacity of the user is accordingly populated in all resource aggregate tables.
• Update the resource aggregates
  From the Resource Manager view, you can update the resource aggregates for a specific time frame.

関連タスク

• Create a resource role
• Create allocations
• Reject a resource plan from the Resource Plan form