Assign

This button allows you to assign resources so that you can schedule target remaining work.

You must then select one or more phases, the category , and one or more resources. Adding a resource will add it to the project team (see Setting).

This addition may not be possible if the role a license level that exceeds the current platform limit. See License management

Allocate resources

This button lets you assign resources more quickly than with the Assign. It can be accessed by hovering over a phase line. Resource filters are not displayed, but a search is possible. Select resources, then click on Cancel or Register Resource availability is shown in brackets.

Remove resource

This button allows you to remove the resource from phase(not only for scheduling remaining work), which is only possible if there are no completed entries completed for the resource. This button is available via the contextual menu of a resource.

Edit

This button is used to enter values for fields: representations remaining work, target, etc.

Update

This button recalculates the scheduling. A window opens: simply select an eligible date from the calendar. This button only appears when remaining work has been entered on the project. The date is grayed out if it turns out to be unselectable: either before the project start date, or after the project end date.

Reassign target

This button allows you to assign a target load target resource to other resources. For example, if the target load target 25, it will not be possible to exceed this number (resource 1 = 15, resource 2 = 10). You can select resources already present in the project or choose one of the resources from the platform.

Manage rates

This button is used to manage resource rates. The rate is initially entered in the resource profile. Profiles.

Reassign remaining work

This button allows you to transfer theremaining work from the resource to one or more other resources.

This button is available via the contextual menu of a resource or phase.

Validate entry

This button validates the entry: it will no longer be possible to make changes to the completed. scheduling can still be modified. Resources will no longer be able to enter completed as long as the lock is activated. A confirmation window appears to confirm that the entry has been validated.

Notify resources

By clicking this button, you can send an email to the assigned resources to inform them of their assignment to this phase. A window will appear, asking you to confirm or cancel the sending of the email.

Invalidate input

This button is used to cancel the validation of the entry, so that modifications can be made again. A confirmation window appears, confirming that the input validation has been cancelled.

Filter

This button allows you to filter the list of project resources using filter criteria or previously saved filters (public: Resource or private: Resource).

Here is the list of filter criteria (default) that can be used to select items:

• Contains
• Type
• category
• That assets
• Profile
• Attachments
• Generic resource

Unfold

This button, located to the left of a phase line, allows you to expand the assigned resources and enable modification of the boxes in a phase.

Fold

This button, located to the left of a phase line, allows you to collapse the assigned resources and prevent the resource boxes from being modified.

Group by

This button allows you to group resource data:

• by phase
• by gender
• by resource
• by profile

Unfold a level

Unfold a level on the board: unfold project phases, or phase resources, for example.

Folding a level

Allows you to fold a level on the board: fold project phases, or fold phase resources, for example.

Unfold all

This button allows you to expand all lines: projects and phases. This button is accessible from the header line of the resource summary, on the left.

Fold everything

This button allows you to collapse all lines: projects and phases.

This button is accessible from the header row of the resource summary screen, on the left.

Export

This button allows you to export resource data. The export is downloaded directly: EXPORT-DATE.xlsx This file contains the same data as on the screen (same representations).

Seehistory

Displays the list of changes made to this resource by all users.

Stocks are sorted from the most recent to the oldest date.

Reports

Reports can be run from this screen using this button. The following reports are available:

• Financial summary
• Review of resource availability (one report per resource category )

This button is available in the contextual menu of the screen.

View resource activity

This button takes you to the resource's activity entry screen. Activity entries. This button is available via the contextual menu of a resource.

Consult the resource sheet

This button is used to consult a resource's file. Resources. This button is available via the contextual menu of a resource.