A project manager can aggregate resource data and identify
allocated resources at the project level. By aggregating resource
data, you can roll up and view information for resources who are assigned
and can be assigned to the project.
Before you begin
Use the Resource and Profile
Assignment viewlet to perform this task. In the navigation bar, click Resources,
and click the Search and Assign tab.
About this task
To aggregate resource data at a project level:
Procedure
- Open the Resource and Profile Assignment viewlet.
From the WBS tree, select a work item type.
- Assign a resource to the work item type. For
more information, refer to Assigning resources to a work item type.
- After you assign a resource to the work item type, modify
the start date and the effort value in the lower grid.
- Click Assign. The
resources assigned to the project appear in the Resources Assigned
pane.
- Optional: In the Assigned Resources grid,
to define the effort required:
- Double-click the Start Date field and select
the date from the calendar.
- Double-click the Effort (h) field and enter
the number of hours.
When you modify the start date and effort, the end date and duration
are calculated automatically.
- Click Save.
- Select a work item type created under the project to view
the roll up of resources. The resource data is rolled
up and the details of the resources that are allocated to the project
and available to be assigned to the work item type are available at
the work item type level.