Day One:
Creating Resources and Roles
Describe resources and roles
Describe resource security
View the Resources window
Create a resource via New Resource wizard
View Resource Details
Assign resource codes
Define resource rates
Create a role
Add information in Roles dialog box
View the Resources window
Assigning Cost Accounts
Assign cost accounts to resource assignments
Assign cost accounts to expenses
Resource and Role Analysis
Analyze resource usage using Resource Usage Profile
Analyze resource usage using Resource Usage Spreadsheet
Compare staffed vs. unstaffed role allocation
Resource Assignments Window
Identify sections in the Resource Assignments window
Use the Resource Assignments window to view and edit resource allocation
Select data to display in the Resource Usage Spreadsheet
Case Study 1: Assigning and Analyzing
Day Two:
Manual Resource Allocation
Assign resource lag and duration to resource assignments
View and assign resource curves to manually spread allocation
Bucket Planning
View future period bucket planning
Edit future period buckets for a resource assignment
Track manual curves in the project
Leveling Resources
Define resource leveling
Set resource leveling options
Level a project to resolve resource conflicts
Analyze the effects of resource leveling
Level based on activity and project priorities Course Objectives
Storing Period Performance
Display financial periods as columns
Store past period performance
Resource Reporting
Describe reporting methods
Run a resource report
Create a resource report with the Report wizard
Create a report using the current layout
Case Study 2: Resolving Overallocation