Resource development

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Table of contents

Resource evolution screen

Resource development

This screen shows the evolution of resources on a given period : representation completed in particular.

It is therefore possible to see on which phase and for which resource the availability and the load were the most important.

Le statut du thème est affiché en haut à droite de l'écran : validé / à valider.

You can view the resource evolution table at category .

General actions

Save

🚦

Rights required :

Consult project resources

Resource evolution screen: availability resources table

A availability resources table is displayed, according to the period selected. It displays availability by month and in total for the period selected, regardless of the grouping chosen. When hovering over a cell, two pieces of data appear: Load (target, planned, estimated...) / capacity, giving availability in the cell capacity-Load.

Button name	Description
Add a phase	This field is used to add a phase : with or without template ➡️ Creation and modification of a phase
Validate entry	This button validates the entry: it will no longer be possible to make modifications, either on this screen or on the Summary of the project Resources will no longer be able to enter completed for past periods. A confirmation window appears to confirm that the entry has been validated. Rights required : Validate the project
Invalidate input	This button cancels the validation of the entry, to allow modifications to be made again, either on this screen or on the Summary of the project. A confirmation window appears, confirming the cancellation of the input validation. Rights required : Invalidate the project
Manage rates	This button is used to manage resource rates. The rate is initially entered in the resource profile. Profiles
Fold	Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected)
Unfold	Unfold a table row: display certain elements (depending on the grouping selected)
Fold everything	This button folds all lines: projects and phases 🚩 This button can be accessed from the header line of the resource evolution table, on the left.
Unfold all	This button unfolds all lines: projects and phases 🚩 This button can be accessed from the header line of the resource evolution table, on the left.
Other categories	Displays other resource categories Catégories that have not been assigned to the project or one of its phases
Select to assign	Allows you to assign a resource directly to a project or phase (resource list, filter criteria and search appear in a pane on the left of the screen. 🚩 This button is available for a project or a phase (grouped by phase)
Notify resources	By clicking on this button, you can send an e-mail to assigned resources, informing them of their assignment to this project/this phase A window appears, offering confirmation or cancellation of the e-mail. 🚩 This button is available via the contextual menu of the project or of a phase (grouped by phase)
Remove	This button is used to remove the resource from phase/from the project (not only for scheduling from remaining work), only possible if there is no completed registered for the resource. Rights required : Delete assignments from theme resource 🚩 This button is available at contextual menu of a resource line.
View resource activity	This button takes you to the resource's activity entry screen. Activity entries 🚩 This button is available at contextual menu . 🚩 Before the v6.4.3this action was only possible on non-generic resources Rights required : View all activity tracking 🚩 This button is available at contextual menu of a resource line.
Consult the resource sheet	This button is used to consult a resource's file. Resources with its calendar 🚩 This button is available at contextual menu . Rights required : Consult resources 🚩 This button is available at contextual menu of a resource line.
schedule by the day	Instead of entering planned for a phase, this button allows you to define planned for specific days. This button appears if the resource can enter activities. 🚩 This button is available via the contextual menu of a resource line.
Reallocate target	This button is used to assign a load target from one resource to other resources. For example, if the load target is 25, it will not be possible to exceed this number (resource 1 = 15, resource 2 = 10). It is possible to select resources already present on the project or to choose one of the platform's resources. Rights required : UP resource selection 🚩 This button is available at contextual menu of a resource line.
Reallocate planned	This button is used to allocate a planned load from one resource to other resources. For example, if the planned load is 25, it will not be possible to exceed this number (resource 1 = 15, resource 2 = 10). It is possible to select resources already present on the project or to choose one of the platform's resources. Rights required : UP resource selection 🚩 This button is available at contextual menu of a resource line.
See the history	This button displays thehistory list of modifications to resource entries: date, user, action, object, property, value... Actions are sorted from the most recent date to the oldest. 🚩 This button is available via the contextual menu of a resource line.
Circular diagram	This is one of the possible displays of resource evolution
Bar diagram	This is one of the possible displays of resource evolution
Stacked bars	This is one of the possible displays of resource evolution
Stacked bars (%)	This is one of the possible displays of resource evolution
On line	This is one of the possible displays of resource evolution
Staircase	This is one of the possible displays of resource evolution
Areas	This is one of the possible displays of resource evolution
Stacked areas	This is one of the possible displays of resource evolution
Table of values	This is one of the possible displays of resource evolution
Percentage table	This is one of the possible displays of resource evolution
Reverse the axes	This button inverts the axes on the graph: period / load, for example.
Toggle X axis values	This button displays X-axis text rotated by 90°.
Export to Excel	This button exports the information displayed on the screen to an .xls file. The category selected and the period selected are similar to those found in the export. The data will appear in the form of a table of values. The file will be named `Graph_of_repartition_in_time_DATE.xls` or `Evolution_of_cumulus_over_time_DATE.xls` and will be downloaded directly