Requesting Resources Using Deliverables and Activities

Document owners can manage a project's resource plan using a deliverable or activity available in the project that is based on a Resource Plan template.

This topic describes the use of the simplest version of a resource plan template; however, Sopheon may have created a customized version of this template for use at your company. For detailed information about using a customized template, contact your Accolade administrator.

The most efficient way to use the basic resource plan template is for the Project Manager to add all the resources to the plan on the project's Resources page or through Resource Editor. Then, when the Document Owner downloads the document, the resources are already listed.

To request resources using a deliverable or activity:

1. Display the project and click the Stages page to display all deliverables and activities in the stage.

You can also access all documents assigned to you across multiple projects using the All My Work page available on the Workspace menu.

2. Identify the deliverable or activity that contains the resource plan and click to view all files available for download. Click to download the template and click if there is an existing version of the resource plan to modify.

3. If prompted, select the Project Resource Plan option to refresh resource data in the document.
4. In the Date Range field, select an item to refresh either the entire resource plan, future demands, or a specific date range of demands.
5. In the From and To lists, select dates in the enabled lists.
6. Click Refresh to overwrite the document with current data for the project

Click Do Not Refresh to continue working with the data that was last saved in the document.

7. Enter amounts in the time period columns of the plan and do one of the following to save a published or unpublished version of the document to the project:

• If you are using the Accolade Office Extensions add-in, save a version of the file back to Accolade using the Save to Accolade option in the application's menu.
• Save a document version from within Accolade.

Add a Resource to the Plan

If you need to add a resource that the Project Manager has not yet added to the project, you can do so manually, but you must make sure that all the data (resource pool name, whether the pool is active, unit of measure, etc.) is correct. Enter a unique value in the Custom Demand ID column, but leave the Demand ID column empty.

Notes:    Resource Planning is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support .