Resource overview screen
This screen shows different representations (target, completed, remaining work...) assigned to resources and project phases.
It is possible toFilter the list of project resources using the filter criterion or the
Resource or private filters
Resource.
Un cockpit permet de visualiser la tendance de la charge/disponibilité sur une phase donnée. Cet alerteur est piloté par la consolidation des alerteurs de la représentation réestimé.
Vous pouvez afficher les ressources et affectations dans une liste paginée (voir bas de l’écran : 25, 50, 100, 200). Le choix de la pagination est mémorisé, même si l’on change de page.
Button name | Description |
---|---|
This button validates the entry: it will no longer be possible to make changes to completed. The 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.
💡 If a focus on a phase is performed, then this button will appear grayed out.
Rights required : | |
This button is used to cancel the validation of the entry, to enable modifications to be made again on completed
. A confirmation window appears to confirm the cancellation of the validation of the entry.
Rights required : | |
This button is used to recalculate scheduling. A window opens: simply select an eligible date from the calendar.
This button only appears when remaining work has been entered for 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.
Rights required : | |
Ce bouton permet d'affecter des ressources afin de pouvoir planifier leur cible et leur reste à faire.
Un ajout de ressource peut l’ajouter à l’équipe projet (voir | |
This button is used to manage resource rates.
The rate is initially entered in the resource profile. | |
This button displays comments added to the timesheet of assigned resources 🚩 This button is available at contextual menu . | |
Ce bouton permet d'exporter les données de synthèse des ressources : un fichier avec pour titre EXPORT-DATE.xlsx sera directement téléchargé. Ce fichier reprend les même données qu'à l'écran (mêmes représentations) 🚩 Ce bouton est disponible dans le menu contextuel de l'écran. | |
Reports can be run from this screen:
- | |
Ce bouton permet, à gauche de la ligne d'une phase, de plier les ressources affectées et de rendre impossible la modification des cases d'une ressource. 🚩 Un clic sur une ligne plie/déplie les affectations ressource | |
To the left of a phase line, this button unfolds the assigned resources and makes it possible to modify the boxes of a phase. 🚩 Clicking on a line folds/unfolds the resource assignments. | |
Allows you to fold a level on the board: fold project phases, or fold phase resources, for example. | |
Unfold a level on the table: unfold project phases, or phase resources, for example. | |
Ce bouton permet de plier toutes les lignes : projets et phases 🚩 Ce bouton est accessible depuis la ligne d'en-tête de la synthèse des ressources, à gauche. | |
Ce bouton permet de déplier toutes les lignes : projets et phases 🚩 Ce bouton est accessible depuis la ligne d'en-tête de la synthèse des ressources, à gauche. | |
This button is used to group the various elements of the table : - by phase - by genre - by resource - by profile | |
This button is used to enter values for fields: representations remaining work, target, etc.
Rights required : | |
This button lets you assign resources more quickly than with the | |
Allows you to modify a phase directly.
🚩 This button is available at contextual menu . phase
Rights required : | |
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 on the project's / phase's contextual menu . | |
This button takes you to the resource's activity entry screen. | |
This button is used to consult a resource's file. | |
Ce bouton permet de transférer de la charge (reste à faire) de la ressource vers une ou plusieurs autres ressources.
Droit requis : | |
This button allows you to refuse validation of an entry sheet, for example by a project manager, directly via a phase project and for a specific resource. The activity entry sheet will no longer appear in the status | |
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 : | |
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 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 : | |
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 a resource's contextual menu |
Voici les champs retrouvés dans cet écran :