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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Manage resources
Manage resources
Manage resources

Manage resources

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Resource

A resource is an entity used for a project, it carries a capacity : a number of days available to carry out an activity, and it can therefore be associated with a cost.

A resource may be associated with a certain hierarchical level, it may also have a profile (architect, project manager, developer...), and a type (internal, external...).

There are two types of resources:

  • Named resource Assigned to a user identified and monitoring for the project. UsersUsers Most named resources are created automatically when the user is created. In some cases, however, it may be necessary to create the resource afterwards, in which case it's important to know that the CODE is what associates the user with the resource.
  • Generic resource: Enables work capacity to be defined according to a chosen axis (skills, team, external resource). The generic resource is used when the identification of a named resource is impossible or unnecessary (at the start of a project, for example, when the need for an expert is known, but the name of the expert has not yet been identified).

Articles

Create a resourceCreate a resourceDefine a resource calendarDefine a resource calendarDefine a default profile for a resourceDefine a default profile for a resourceFilter resource listFilter resource listBulk modification of resourcesBulk modification of resources

Frequently asked questions

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What is the purpose of a generic resource?

A generic resource allows you to schedule capacity according to a chosen axis (skills, team, external resource).

The generic resource is used when identifying a named resource is impossible or unnecessary.

At the start of a project, for example, when the need for an expert's intervention is known but the name of that expert has not yet been identified.

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What's the difference between a named resource and a generic resource?

The resource can be named or generic.

In most cases, a resource is equivalent to a natural person (named resource).

The generic resource allows capacity according to a chosen axis (e.g., a skill, a team, a resource external to the organization).

The generic resource is used when it is impossible or unnecessary to identify a named resource (e.g., at the start of a project, the need for an expert is known but the name of the expert has not yet been identified).

The resource has a genre that allows for differentiation.

Resources can then be sorted, displayed, and filtered according to type. (Examples of resource types: internal/external, billable/non-billable.)

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What do the colors in the Resource availability Review mean?

Availability review allows you to display, using a color code, the availability resources according to their assignments and according to a period.

Here are the colors displayed and what they correspond to in detail:

  • Invalid availability
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  • Availability 100%
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  • Availability 90%
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  • Availability 80%
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  • Availability 70%
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  • Availability 60%
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  • Availability 50%
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  • Availability 40%
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  • Availability 30%
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  • Availability 20%
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  • Availability 10%
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  • Availability 0%
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  • Availability exceeded
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What's the difference between a resource and a user?

A user will be able to log in to the application, but if they do not have any associated resources, they will not be able to enter their timesheet, be assigned as a resource to projects, etc.

We can say that a user is a connected person, and that a user can have an associated resource.

A resource corresponds to an entity (physical or otherwise) mobilized for a project.

It carries a load, i.e., a number of days required to complete an activity, or remaining work

Most often, the resource is associated with auser(connected person), but this is not mandatory.

You can create a generic resource such as project manager, which will not have an associated user since it may correspond to several people and therefore to several users/resources.

To find out more...

Assign a resourceAssign a resource

schedule resourcesschedule resources