Datasheet
To learn more about hidden Web Parts on this page, see About Hidden Web Parts.
The Resources tab displays information on assignments by resource, resource allocation and capacity planning, and a centralized location for entering in all
enterprise project resources (the Enterprise Resource Pool). The data is compiled automatically using Bamboo's List Rollup Web Part.
After you set up your resources in the Enterprise Resource Pool, you then can assign tasks to those resources from their project sites (scroll down for more
information). Once those tasks have been assigned, the resources and their assigned tasks can be viewed in Resource Assignments > Resource Center.
Assignments are only displayed when a resource has been selected in the Assigned to field and/or the Resource field of the task itself. The information in this
Web Part is automatically updated every 10 minutes with new information as it is available.
You can do the following in the Resource Center:
Use the Zoom In and Zoom Out buttons to view tasks in the Gantt view from daily (Zoom In) to monthly (Zoom Out). After you click the Zoom In or Zoom
Out buttons, there may be a brief delay as the Gantt view is rendering the appropriate view.
Print just the grid with the task list information, just the Gantt chart, or both by clicking Print.
Show or hide columns by selecting the Show Columns button, selecting a column, and then clicking the green arrow button. Selecting an already checked
column removes the check mark next to the column. Click the green arrow button to remove it from the task grid. There may be a brief delay while the grid
renders the changes to the columns.
Page through the tasks and resources by clicking the small arrow next to the item numbering at the top right of the Resource Center title bar. To change the
number of items displayed per page, see Configuring the Resource Center below.
View Resource Assignments by all assignments (default view), project, due date (assignments are arranged by whether they were completed On time,
Overdue, or the due date is in the Future), or resource pool (groups resources by their user membership as entered into the Resource Pool tab. Resources
assigned a task that are not entered into the Resource Pool tab are grouped under No Group) by selecting a view from the View drop-down box located in the
top right corner of the Resource Center title bar.
Click on the + or - to expand or collapse information in the assignment grid.
Click the assignment to go to view the assignment in more detail in the the project site.
Place your cursor over the gray horizontal bar between the assignment grid and the Gantt chart until it turns into a double arrow,
then click and hold down your
mouse button to move the horizontal bar left or right to show or hide either side.
Place your cursor over the bars in the Gantt chart to see the name of the assignment or resource.
Configuring the Resource Center
You can change the number of items displayed per page by changing an attribute in the Web Part tool pane. It is not recommended that you change any other
attribute under the Bamboo Gantt Chart Configuration section of the tool pane because this effects this Web Part's ability to display aggregated data from
multiple project sites.
To edit the Web Part tool pane, click the arrow to the right of the Web Part and select Edit Web Part.
Change the Page Size text box to the desired number of items per page. Click Apply and then OK.
View resource allocation for all assignments, by resource or by project. You can also view resource availability to determine over allocation and adjust capacity
planning.
Allocations are listed in work hours by default and are updated every 10 minutes with new information as it is available.
The By Resource Allocation and By Project Allocation display this same data, but it is grouped by resource and project, respectively.
Resource Availability
The Resource Availability view displays the results of the total hours per month minus the total assigned work hours for that month for a resource. When a
resource is overallocated, the number of available hours is displayed in red with a negative number. The Resource Capacity per month is calculated based on the
working hours configured in the Tasks tab of each project. Here is an example:
The working hours in PM Central, by default, are set from 8 am to 5 pm (see About Working Hours for more information). Currently, PM Central does not
exclude weekends, holidays or lunch breaks. For the month of June, the calculation would be 9 hours per day for 30 days is a total of 270 hours of work that
are possible for a resource in the month of June. Any number listed that is less than 270 hours means that the resource is allocated and only has the number
shown in remaining available work hours.
The Enterprise Resource Pool is a centralized place for maintaining all resources for all projects in your organization. Once resources are entered into this pool, they
are available to all project sites for task assignment. Selecting resources from the Resource Pool for task assignments in Project sites automatically assigns the
standard rate assigned to that resource in the Enterprise Resource Pool to the task and populates the Assigned to column with the name of the resource.
Creating a New Resource
1. Select New underneath the Resource Pool Web Part title.
2. Type in the information for the resource. This form is almost the same as the standard New Contact form that comes with the Contacts list, except that there
are a few columns added to this form. (See the red boxes on the screenshot below.)
3. Complete all the columns as needed.
Resources Tab
Resource Assignments Tab
Resource Allocation and Capacity Planning
Resource Pool
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