Datasheet
Account. Enter the user account associated with this resource.
Department. Select the department where this resource is assigned.
Standard Rate. Enter in the dollar amount of this resource's standard working rate per hour.
Enterprise Resource Type. Select whether the resource is human or material.
Initial. Enter in the initials (or abbreviation) for the resource.
Project Manager. Enter in the name of the project manager this resource is assigned to.
Manager. Enter in the name of the administrative manager for this resource.
Timesheet Manager. Enter in the timesheet manager for this resource.
Experience. Enter brief statements about this resource's work experience.
Responsibilities. Etner brief statements about the responsibilities of this resource.
4. Click Save.
5. Repeat these steps for each resource you want to add to the pool.
The Risks tab shows all active risks across all projects and just the active risks assigned to you.
You can do the following with both the All Active Risks and My Active Risk Summary Web Parts:
Click the Edit icon to quickly edit the risk item from within the list.
Sort the list by clicking on the column heading. Each time you click the column heading it cycles through ascending, descending and no sorting.
Drag and drop a column heading to the group by bar. You can also have multiple grouping levels—just drag and drop column headings until you have the
desired grouping. Click the column grouping to sort the groups in ascending or descending order.
Click the Site Path to navigate to a project site.
Click the Title to view/edit the risk item in the respective project site.
Click the user name in the Assigned To column to view the user's information.
Export the entire list to Microsoft Excel by clicking the Export to Excel button.
Click the + or - next to the Site path grouping to expand or collapse the grouping. Customize this list by modifiying some of
the tool pane properties. See
Data-Viewer Web Part Configuration for more information.
To learn more about hidden Web Parts on this page, see About Hidden Web Parts.
The Schedules tab shows a Gantt View of all project sub-sites that are marked Active and a consolidated list of all project tasks grouped by the project name (also
known as the Site Path). The data is displayed in the Project Tasks area using Bamboo's Data-Viewer Web Part. The data is rolled up using Bamboo's List Rollup
Web Part.
If the data on this page does not reflect updated data from your project sub-sites, click the Refresh data on Gantt View link in the top right corner of the
Schedules tab. Then do the following:
1. Click the Refresh button on the toolbar of the list that appears.
2. Click the Return to Schedules tab page link in the upper right corner of the page.
3. Your Gantt View task data should be showing project data from all project sub-sites.
Gantt View of Active Projects
View tasks by Week, Month, Quarter or Year. The default is the Quarter view and the time is always defaulted to the current week, month, quarter year, or year
(depending on the view selected). Use the arrow buttons on the top left of the Gantt View to scroll through weeks, months, quarters by year, and years (depending
on the view selected). The legend at the bottom of the Gantt View shows the meanings of the color-coded Project Status values.
The Gantt View can be modified to do the following:
Add or remove the columns shown in the Gantt View.
Change the date interval for the project timeline. Default is set to Actual Start Date to Actual End Date.
Risks Tab
Hidden Web Parts
Schedules Tab
Page
69
of
104
Simple Print
12/16/2010
http://store.bamboosolutions.com/OnlineDoc/Print.aspx?NodeID=1780