Resource Management using ProjectWork
Add resources to project
The role Resource Manager gives the opportunity to share the resources of this project with one or more other projects.
Add Resources to a Project in four steps:
Steps 2, 3 and 4 are to be repeated for multiple projects using the resources from the same Resource Manager.
The status of the link between resource and Project Manager is displayed with a color:
NOTE: Resource updates between files are included when opening a file and after a page refresh or reload (Ctrl+L).
A Resource Manager adds files to share its resources with. In the example, there are three linked projects that receive resources. A color code is visible that gives the status of the linking.
The Resource Manager can determine for each project what resources he provides. He does this by clicking on the project as Shared project #2 in the example above and by clicking on the desired resource(s) in the Resources list. Selecting can also be done by hovering several rows while keeping the left mouse button pressed. By clicking a resource again the selection toggles. The selection is saved by clicking Save.
After closing the dialog with X at the right top the normal task and resource selection returns.
A Project Manager receives files with resources. In the example below, this is among others file Shared resources #1 from the example below Resource Manager with the resources R1, R2, R3.
Any extra custom columns are not copied from the Resource Manager. Rates per resource are in the currency of the Resource Manager and are not converted to the currency of the project.
The receiving Project Manager can assign the resources to tasks in his project. He can also use his own resources. The Resource Manager can see the tasks of the project and the assignments of his resources.
If a Resource Manager edits a resource than the change is incorporated in all projects. If a shared resource is removed, it is shown grey and in italics for the Project Manager; the assignments and costs to tasks are kept but the resource is not updated by the Resource Manager anymore.
When a Resource Manager removes a project after completion than this is marked with a red color for the Project Manager. By checking the file the Project Manager can disconnect the resources. In case of a mistake the Resource Manager can add the project and resources again and the warning disappears. After a reload the Project Manager will receive the resources with all assignments intact.