In this tutorial, you will learn how you to set up, create, and
run a resource query. You will also learn how to assign resources to a project
and replace profiles with resources.
In the resource management phase of your planning, you will
acquire, organize, and manage project teams. Project teams consist of resources
who are entrusted with roles and responsibilities for executing the project.
In this tutorial, you will use the resource query editor to create and run
a query. Also, you will use the resource assignment viewlet to allocate resources
to a project, which will make the resources available for assignment to project
tasks.
The lessons in this tutorial are supported by videos. Watch
these short videos to see the steps in each lesson performed in the interface.
Learning objectives
After completing this
tutorial, you will be able to do the following tasks:
- Understand the concept of querying for resources
- Use conditions and attributes within a query
- Create and run a resource query
- Allocate resources to a project
- Assign resources to a task
Time required
This tutorial takes approximately
60 minutes to finish. If you explore other concepts that are related to this
tutorial, it could take longer to complete.
Audience
- Resource managers
- Project managers
System requirements
Before you begin, you must have
the following installed:
Prerequisites
For your project, you must complete
the following tasks:
- Plan for human resource
- Analyze resource requirements
- Identify the roles, responsibilities, and competencies for
each resource
Expected results
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