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Resource development
This screen shows the evolution of resources over a given period : representation completed in particular.
It is therefore possible to see on which phase and for which resource availability and load were the most important.
The status the theme is displayed at the top right of the screen: validated / to be validated.
It is possible to view the resource evolution table according to one resource category or another.
Rights required :
Consult project resources
A resource availability table is displayed, according to the period selected. It displays availability by month and in total for the selected period , regardless of the grouping chosen. When hovering over a cell, two data are displayed: Chargetarget, planned, estimated...) / capacity, which gives the availability in the cell being capacity.
Button name | Description |
|---|---|
This field is used to add a phase : with or without template ➡️ Creating and modifying a phase | |
This button validates the entry: it will no longer be possible to make modifications, either on this screen or on the | |
This button cancels the validation of the entry, to allow modifications to be made again, either on this screen or on the | |
This button is used to manage resource rates.
The rate is initially entered in the resource profile. | |
Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected) | |
Unfold a table row: display certain elements (depending on the grouping selected) | |
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. | |
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. | |
Displays other resource categories | |
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 phase (grouped by phase). | |
By clicking on this button, you can send an e-mail to assigned resources, informing them of their assignment to this phase . A window appears, offering confirmation or cancellation of the e-mail. 🚩 This button is available via the contextual menu of a project or phase (grouped by phase). | |
This button is used to remove the resource from the phase(not only for scheduling the remaining work), only possible if there is no completed registered for the resource.
Rights required : | |
This button takes you to the resource's activity entry screen. | |
This button is used to consult a resource's file. | |
Instead of entering planned for a phase, this button lets you 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. | |
This button is used to assign a target load from one resource to other resources.
For example, if the target 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 : | |
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 : | |
This button displays thehistory 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. | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This is one of the possible displays of resource evolution | |
This button inverts the axes on the graph: period / load, for example. | |
This button displays X-axis text rotated by 90°. | |
This button exports the information displayed on the screen to an .xls file.
The selected category and the selected period are similar to those found in the export.
The data will appear in the form of a table of values.
The file name will be |
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