Steps: Set Up Resource Management
Review setup considerations for:
- Project resources.
- Resource plans.
- Resource forecasts.
Resource management for Projects enables you to:
- Plan and organize your resources.
- Staff your projects.
- Specify when workers can log time against a project.
- Rate worker performance.
- Compare the expected and actual utilization rates of workers.
- Forecast worker hours.
- Schedule workers.
- (Optional) Create Project Role Categories.
- Assign workers to the organizational roles on a project.
- (Optional) Create Resource Plan Templates.
- (Optional) Create Project Task Resource Templates.
- (Optional) Set Up Security for Dynamic Resource Pools.
- (Optional) Create Dynamic Resource Pools.
- (Optional) Create resource pools.
- (Optional) Configure ratings for project workers.
- (Optional) Create Utilization Target Sheets.
- Configure resource plans.
- (Optional) Configure Task Resources.
- (Optional) Configure resource forecasts.
- (Optional) Configure resource scheduling.