Resource Window
Resources are Skilled Humans (having specific disciplines, either individually or in teams), Equipment, Services, Supplies, Commodities, Materials, Locations, Budgets or funds utilised by a project to achieve its goals.
Resources can be used by assigning them to Tasks, with an assigned Resource being used for the entire Task duration.
Each Resource assigned to a Task can have its utilisation percentage set to reflect partial or full use during the duration of the Task.
Resources are owned by Companies, and are divided into 4 main types for ease of selection and assignment:
Each type of Resource can be sub-divided into groups allowing teams or trades to be created for improved navigation and management.
Each Resource has a number of characteristics, or properties, that are set by default and can be configured.
The Resources List provides the following context menu
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Add Equipment
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See Adding a Resource
See Adding a Resource
See Adding a Resource
See Adding a Resource
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Add Human
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Add Location
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Add Material
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Rename
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To edit the Resource name
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Delete
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See Delete Selected Objects
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Cut
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The Cut command is used in conjunction with the Paste command to move Resources in the Resource tree
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Copy
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Copies the Resource (Shortcut: Ctrl+C)
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Paste
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Pastes a previously copied resource as a child of the selected Resource. Select the Resource type node (eg. Human Resources) to paste at root level. (Shortcut: Ctrl+V)
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Paste As Text
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Paste plain text into the currently displayed Resource list overwriting the current cell contents
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Fill Down
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Copy a value from a single parameter to any number of selected non-contiguous rows. See Fill Down
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Select All Resources
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Raises dialog to choose whether to Select all Resources (all in project) or Select only visible Resources (in table) (resources hidden by column filters will not be selected). Shortcut: Ctrl+A
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Open URL
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Opens the Resources URL (if specified) in the Browser Window
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(Re)assign IDs
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Assigns IDs to the currently selected Resources using rules as set in the dialog
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Filters
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Provides a quick way to create a Column Filter that Equals or Does Not Equal selected cell value
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Collapse
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Collapse the resource tree (either for the currently selected node, or all nodes). See List Navigation
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Expand
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Expand the resource tree (either for the currently selected node, or all nodes). See List Navigation
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Collapse To
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Use the Collapse To command to collapse or expand the tree to a specified level. See List Navigation
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Scroll
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Scroll up or down to the next selected Resoure in the list. See List Navigation
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Assign to Selected Task(s)
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See Assign to Selected Task. (Shortcut: Ctrl+Alt+Shift+A - assigns all selected resources to all selected tasks. This is different than Ctrl+Shift+A which assigns only 3D Resources even if non-3D resources are also selected)
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Unassign from All Task(s)
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See Unassign from All Task(s)
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Select Assigned Task(s)
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See Select Assigned Task(s)
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Create Task(s)
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See Create Task
| TIP: | Listed Resources can be used to generate new Tasks and be automatically assigned. If Resources are grouped, selecting a group of Resources will generate a Task for each Resource and maintain the hierarchy that existed in the Resource groups. |
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Resource Groups
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See Resource Groups
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Find...
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Displays the Find resource dialog...
| 1. | Click in the column you want to search in, or select Search in all columns |
| 2. | Type in the text you wish to find in the Resources table |
| 3. | Optionally, select Match whole word and/or Match case |
| 4. | Check Use wildcards to enable searching using wildcards |
| Ø | ? sign matches any character, except an empty string. |
| Ø | * sign matches any string inclusive an empty string. |
| Ø | \? or \* sequences to search for '?' and '*' symbols inside the string |
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Replace...
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Find and Replace in the selected column. Shortcut: Ctrl+H
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Spell Check
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Opens the Spell Check dialog to check and correct spelling in the Resources table
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Resource Properties
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Opens the Resource Properties Window
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Right click in the header row of the Resources table to be presented with the following context menu:
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Tree/Custom/Code
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Choose how to structure the Resource list
| Ø | Tree: Parent-child relationships that roll up to the file name. Sorting is applied to the bottom level resources within each branch only. |
| Ø | Custom: Only bottom level Resources (parent Resources are hidden) in a flat list. Select Group in the context menu to group the list by any Resource parameter (eg. User Field values) |
| Ø | Code -group the bottom level Resources (parent Resources are hidden) by Resource Codes. Code summary bars can be easily reorganized using the arrows in the Codes window |
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Customise Columns
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The default columns are Name, Type, Supplier, Calendar, and 3D (lists the number of 3D objects associated with the resource; for parent resources, this is a sum of all the 3D objects assigned to the child resources)
Select Customise Columns... to add or remove columns. The properties relating to the selected Resource can be displayed via tabs in the Resources Properties window or by adding the desired columns to the Resources table.
To auto-fit the column width to the content, double click on the column divider in the header row
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Sort
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Use the Sort... command to open the Sort dialog to sort the table by multiple parameters
The Sort dialog can be used to sort the table by any visible columns. Right click in the column header area to access the context menu and select Sort to access the dialog.
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| 1. | Click Add to insert a new row. From the new row, select the parameter to be sort by from the Sort by drop down menu. Only columns visible in the table are available in the drop-down menu. |
NOTE: To add additional columns to the table, use Customise Columns
| 2. | Choose the desired Order: Ascending or Descending |
| 3. | Use the Up and Down buttons to change the order of the parameter to be sorted by. Items at the top of the list will be sorted first |
| 4. | Use the Remove button to remove the selected parameter from the list. Use the Remove All button to start over again. |
| 5. | Press OK to save and exit the dialog |
TIP: Any sorting that was applied via left clicking in the table column headers will be pre-populated in the Sort dialog when opened and can be edited.
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TIP: You can also sort on any column simply by left click in the column heading you want to sort - sort Ascending will be applied. A small arrow icon on the right of the column will indicate the sort direction. Left click again to sort Descending. A third left click will remove sorting from that column.
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Group
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Only available when View Mode is set to Custom. Opens the Group dialog to allow grouping by any Resource parameters (Properties, Codes, User Fields)
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Custom Filter
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Right click in the header of the column you wish to filter by and select Custom Filter... to open the Filter dialog
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Clear Filter
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To remove a column filter, right click in the header of the desired column and select Clear Filter
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Clear All Filters
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Clear All Filters removes custom Filters from ALL columns
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Conditional Formatting
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Add or edit conditional formatting of the column cells based on value
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Justification
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Right click in the header of the column you wish to edit Justification and select Left, Centre, or Right to format the text in the column
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Related Topic(s):
Resource Properties
Customise Columns
Adding a Resource
Removing a Reources From a Group
Creating Tasks from Resources
