Resource Board

The Resource Board shows Work Assignments in a calendar view for all Resources in an organization. Filters can be used to show an individual Resource or a Resource Group.

From the Role Center, select Resource Planning > Resource Board.

Resource Board > Home

Important

When 2 dots are used before a date, all entries prior to the date will be reassigned, adjusted, copied, or deleted. When 2 dots are used after a date, all entries after the date will be affected. Filters provide additional options to specify the entry(s) selected, e.g., Resource, Project, and Task numbers.

Note

The starting time on the calendar will be shown based on the system time zone. The Work Assignment shows the actual time for the work being done.

Reassign work...

Reassign work is used to assign another Resource or Resource Group to existing Work Assignments.

1. Click Home > Reassign work...

   • The Reassign Work Assignments page opens.

   

   • Options:

   Field Name	Description
   New Resource Number	Specifies the number of the Resource that will replace the existing Resource on that Work Assignment.
   New Resource Group Number	Specifies the number of the Resource Group that will replace the existing Resource Group on that Work Assignment.
   Filter: Work Assignment	Add filters to narrow the Work Assignments being reassigned.
   + filter	Additional filters are available by clicking on + Filter...

Adjust work assign. dates

Adjust work assign. dates is used to change one or multiple Work Assignments using a formula.

1. Click Home > Adjust work assign. dates...

   • The Move Work Assignments page opens.

   

   • Options:

   Field Name	Description
   Date Change Formula	This field specifies to what date entries will be moved. Use the date formula+1W for example, to move to one week later than the date shown for each Work Assignment. Dates can be changed to either earlier or later.
   Filter: Work Assignment	Add filters and narrow the Work Assignments being moved.
   +Filter...	Additional filters are available by clicking on +Filter...

Copy Work Assignments

Copy Work Assignments is used to copy one or multiple Work Assignments.

1. In the Resource Board, select a Resource and a Work Assignment within the grid.

2. Click Home > Copy work assignments.

3. The Copy work assignments page opens.

   

   • Options:

   Field Name	Description
   Date Change Formula	This field specifies to what dates entries will be copied. Use the date formula +1W for example, to copy to one week later than the date shown for each Work Assignment. Dates can be changed to either earlier or later.
   Filter- Work Assignment	Add filters and narrow the Work Assignments being copied.
   + Filter	Additional filters are available by clicking on + Filter...

Delete Work Assignments

Delete Work Assignments is used to delete a section of Work Assignments.

1. Click Home > Delete work assignments...

2. The Delete Work Assignments page opens.

   • Options:

   Field Name	Description
   Delete completed	Select Delete Completed (true) if completed Work Assignments should be deleted.
   Filter: Work Assignment	Add filters to narrow the Work Assignments being deleted.
   + Filter	Additional filters are available by clicking on + Filter...

Import Budget

Import Budget is used to import entries from Project Budgets as Work Assignments.

1. Click Home > Import Budget.

2. The Proj. Budget to Res. Plan page opens.

   • Options:

   Field Name	Description
   Use Start and End Time	Specifies that the start and end times from the budget entry will be used on the Work Assignment Card.

   Important

   The following field (Disregard Capacity (<24h) is only displayed if the Include Start and End Time field is selected (true).

   Disregard Capacity (<24h)	Specifies, if selected (true) that assignment of less than 24 hours will use the exact budgeted date and time, even if there is no capacity. Examples:

   Budget Entry	Use Start and End Time	Disregard Capacity (<24H)>)	Result
   5 hours (8:00am-1:00pm)	FALSE	FALSE	The Work Assignment has no specific start and end time, i.e., it is from midnight to midnight.
   5 hours (8:00am-1:00pm)	TRUE	FALSE	The Work Assignment start and end time matches the Budget Entry.
   12 hours (8:00am – 8:00pm)	TRUE	FALSE	The Work Assignment does not go over Capacity, it instead covers multiple days. The Work Assignment start time matches theBudget Entry; the end time is undefined (at midnight)
   12 hours (8:00am – 8:00pm)	TRUE	TRUE	The Work Assignment goes over Capacity. The Work Assignment starts end time matches the budget entry.

Field Name	Description
Filter Project	Enter the number of the Project from which to import Budget Entries as Work Assignments. Additional filters are available by clicking on + Filter...
Filter totals by:	Click + Filter... to see additional fields available for filtering.
Filter	Project Budget Entries: Add filters to narrow the Work Assignments being imported. Additional filters are available by clicking on + Filter..

Resource Board > Filter

1. Filter > Filters: Used to set filters that define which Resources and/or Resource Groups are shown on the Resource Board.

   Tip

   CTRL+F will also display the Resource Board Filter parameters.

   

2. Edit - Resource Filters page opens.

   

3. Add filters to narrow the which Resources and/or Resource Groups are shown on the Resource Board.

   • Additional filters are available by clicking on + Filter...

Resource Board > Display

Set Coloring

The Display > Set Coloring is sed to create or select a rule that defines the colors used on the Resource Board.

1. From the Resource Board, select Display > Set Coloring.

2. The Style Rule Sets (Planning) page opens.

   

3. Select +New to create a Rule.

   Note

   + New must be used to create the Rule. Using the existing blank does not.

   Field Name	Description
   Code	User defined to identify the Rule.
   Description	Free form text information for the Rule.

4. Click OK to create the Style Code.

5. From the menu, click the ellipsis Show as menu for coloring Work Assignments.

6. Click Setup to open the Style Rules page.

7. On the Style Rules page, click on + New to set up the following:

   Field Name	Description
   Code	Specifies a unique code that identifies the Rule.
   Priority	Specifies the ordering of the Rule in relation to other rules.
   Conditions	Specifies the filters which, when met, will trigger the Rule. Click the field to open the Filter page. Use the filters to narrow the results to those conditions to which the Rule should be applied. The conditions will populate the field after selection. The color will be displayed on the Work Assignment on the calendar.

   

8. Click OK to return to the Style Rules page.

   Field Name	Description
   Color	Specifies the unique name identifying the color. When the filtered condition is met, the Work Assignment will be highlighted with this color.

9. Click in the Color field.

   

10. Choose a color or click on Select from full list. The Select - Planning Colors page opens.

    

11. Choose a color or sSelect +New to create a custom color. The Hex Value will be needed.

12. Edit List allows you to change a Hex Value or delete colors. - Click OK to exit.

Resource Board > Select View Template

From the Resource Board, select Display > Select View Template.

1. The View Templates page opens.

   Field Name	Description
   Code	User defined to identify the Template.
   Usage	Identifies where the Template is used in Resource Planning.
   Description	Free form text information for the Template.
   Default	Specifies if this Template will be used by default.

View Template Card

1. Select +New to create a Template (or select an existing Template).

2. The View Template Card page opens. Card should be completed with an understanding of the fields and their usage.

   

General FastTab

Field Name	Description
Usage	Specifies the use of the Template. Options:
	Resource Board
	Individual Resource Board
	Individual Project Resource Board
	Project Resource Planner
Code	Specifies a unique code that identifies the Template.
Description	Specifies information about the Template.
Row Height	Specifies the row height in Schedule views. Options are Auto, Single, or Double.
Show Line 2	Species, if selected (true), that line 2 will be displayed on appointments in Schedule views.
Default	Specifies the value of the Default field. If selected (true), the values in the View Template are used as the default.
Load Work Type	Specifies the way to define the date range for the initial loading of Work Assignments. Options:
	- Date Formula
	- Fixed Range
Load Work Start Date Formula	Specifies the date formula to determine the starting date of the view based on today's date for the initial loading of Work Assignments.
Load Work End Date Formula	Specifies the date formula to determine the ending date of the view based on today's date for the initial loading of Work Assignments.
Hide Capacity Indicators	Specifies whether to hide capacity indicators on each cell. This can improve performance.
Initial State	Specifies how lines will be expanded or collapsed when opening the page. Options:
	- All Expanded
	- Group Collapsed.

The information in the following section specifies the content to be shown in the Resource Board. Select options to display in the dropdown fields for each field:

Field Name	Description
Line 1	Select fields to display on Line 1 in the Template.
Field No.	Click the ellipse and select the Field No. to display the values that display for the option selected in Line 1 columns.
Field Name	System defaults the Field Name from the value selected in Field No. field.
Postfix	Specifies the postfix content to be shown after the field.

Tooltip FastTab

The Tooltip FastTab of the View Template Card controls what can be seen when you hover over the Resource Work Assignment.

1. Type
   • Work Assignment Field
   • Resource Field
   • Project Field
   • Project Task Field
   • Work Assignment Symbol
2. Field No.

• Select field to include from the drop-down list.

1. Field Name: Select field to include from the drop-down list.
2. Postfix

Manage

From the View Template list, select the ellipsis – Manage.

• Select Edit to view or edit the Template settings for the Template Code.
• Select View to see the settings for the Template Code.
• Select Delete to remove the Template Code from the list.

Timelines

From the View Templates list, select the ellipsis - Related > Timelines. The View Template Timelines page opens.

• Select + New to create a new Usage entry

  Field Name	Description
  Edit List	Select to make changes to the information in the matrix.
  Usage	Identifies where the Template is used in Resource Planning.
  Period Type	Specifies the possible time periods for Resources, e.g., week, month. Used to allow a selection of the time periods to display information on the Resource Board calendar.
  Label	Information identifying the Period Type, e.g., week, month.
  Period Length	Determines how the Period Type is displayed.
  Show Weekend	If selected, the calendar will include weekend days, Saturday, and Sunday.
  Sequence	Determines the order in which the “Labels” will appear on the Resource Board page.
  Enabled	If selected, true, the Timeline will be available for the user to select.