Managing Project Resources

Generally, project managers use staffing profile to plan and track resource demands of the project, and then the resources assigned to the staffing profile can be added to work plan tasks who can log actual effort against the project.

Using Staffing Profile for Resource Planning

As a project manager, using project staffing profile for resource planning, you can:

  • Add a new position, if the project work requires a new role to complete.
  • Assign resources to a position, if the position is not assigned or is partially assigned.
  • Adjust the resource allocations to a position, if the position is over-allocated.
  • Send resource request to another resource pool, if your resource pool does not have resource capacity or does not have the required resources and you need to request resources from another resource pool.

To access a project staffing profile:

  1. Go to the project overview page > Summary tab > Staffing portlet.

    This portlet provides a summary of the staffing profile positions grouped by status.

  2. To go to the staffing profile details, click the staffing profile name link.

    You go to the project overview page > Staffing tab, if the parameter HIDE_STAFFING_TAB_ON_ PROJECT_PAGE is set to true. Otherwise, you leave the project overview page and go to the Staffing Profile page.

For detailed use of staffing profile, see the Resource Management User’s Guide.

Viewing Resource Usage in Work Plan

The Resource Usage page for a work plan allows you to view the load placed on each resource that is assigned to the work plan, broken down by task by period.

To access the Resource Usage page of a work plan, open the work plan in the Schedule view, click Actions > Resource Usage.

The Resource Usage page is optimized for use with the staffing profile for the project, which determines work plan capacity.

Column Name

Description

Seq Sequence of the task that has the resource assigned.

(Indicator column)

Indicates whether the resource has been over-allocated on any of the period displayed.

Name

The name of the resource. Expanding the resource, you see a list of tasks that have the resource assigned.

Role

Indicates the role intended to be utilized.

  • The role appearing in the resource name line is specified in the project staffing profile, if one exists.

  • The role appearing in the task name line is specified in the work plan.

Effort

The total amount of effort assigned to the resource. This column is broken down into sub-columns that track Scheduled Effort (SE), Actual Effort (AE), and the Allocation (A) for the resource.

  • SE: In the task name line, SE = Scheduled effort of the assigned task. In the resource name line, SE = Sum of scheduled effort of the assigned tasks.

    If in the resource line, A < SE, SE is displayed in red, indicating over-allocation.

  • AE: In the task name line, AE = Actual effort of the assigned task. In the resource name line, AE = Sum of actual effort of the assigned tasks.
  • A: In the resource name lie, A = Allocated effort of the resource in the project staffing profile during the period specified in the View data from ... to ... fields.

Start

The start date for the assigned task.

Finish

The end date for the assigned task.

Status

The status of the assigned task.

Effort by period

The right part of the Resource Usage table displays the effort (SE, AE, and A) by period.

The period could be day, month, quarter, year, week, depending on your selection in the group by field.

Note: When the number of resources is greater than 1000 on the Resource Usage page, the performance is not desirable. In this case, you can use the Analyze Assignment Load portlet.