Viewing Resource Capacity & Managing Resource Attributes

The Resource Capacity page can be accessed by clicking on a resource's name from either the Resource Pools page or the Plan Projects page. You can view a resource's details and manage attributes on the left of the screen, and view the resource's demands and capacity on the Gantt on the right of the screen.

This page provides a view of all work that is currently planned for the resource, allowing users to gauge if or when the resource is available for additional work, or if work schedules need to be adjusted. You can view the resource's remaining availability, view and edit their capacity, and set their default capacity. Both assigned and requested demands are displayed on the Gantt, with requested demands identified by a hashed mark border. However, the resource's remaining availability is not affected by requested demands. The remaining availability is calculated by deducting the sum of all assigned demands from the resource's set capacity.

To maintain and add resource attributes:

1. Ensure that you have set up resource attributes (e.g., Skill Sets, Location, Roles, etc.) and corresponding values in the resource attributes reference table, i.e., ACC_ResourceAttributes. Pool Extended Fields live in the resource attributes reference table as well, and can be maintained from there. For more on reference tables, see Adding Reference Tables and related topics.

2. Navigate to Resource > Pools or Resource > Plan Projects, and select a resource's name.

3. On the left panel, resource attributes are displayed. Enter appropriate attribute values for the resource.

4. Click on Save & Exit.

To set or edit default resource capacity:

1. Navigate to Resource > Pools or Resource > Plan Projects, and select a resource's name.

2. On the left panel, locate the Default Capacity field.

3. Enter this resource's default capacity, and set the relevant unit.

4. Select the date range for which this capacity must be applied to the resource.

5. Click on Save, located at the top right of the page.

Note:  Setting a default capacity allows Resource Planners to efficiently update a resource’s capacity for an extended period of time. This value is editable as needed, and can be updated on the Gantt chart for specific periods. To edit a resource's capacity on the Gantt chart, click on the Capacity value corresponding to the month you need to update.

My Future Work Page

The My Future Work page is a page visible to every resource. This page contains a Gantt chart of their own current and upcoming work, with both assigned and requested demands displayed. You can hover over each month on the Gantt to view your remaining availability as well. Both assigned and requested demands are displayed, with requested demands identified by a hashed mark border, but resource capacity is not affected by requested demands.