In order for an entity to appear in one of the grids above, it must have the following properties.
1.) It must be defined as ‘Use for Resource Management’ on the Entity level General Settings tab in Admin.
2.) It must have an RM Function defined against the following properties in Admin.
Role or Resource – Which of these property types is defined with this RM Role controls which section of the Resource Management grid the entity appears in, planning can occur at the Role and/or Resource level.
Status – Used to determine whether or not the piece of work is complete. This must be a mandatory single select property.
Duration – Must be present to determine how long a piece of work will take. It is a mandatory property.
Current Estimate – Holds the time in Hours and/or Minutes that this piece of work is expected to take. This must be a mandatory Integer type property with a format of ‘Time’.
Role Multiplier – For Role based entities only, this is an optional integer property that determines how many resources from this Role are required to perform the task. So, if a multiplier of 2 is specified and the piece of work has a current estimate of 7 hours, it will actually take 14 man hours (2 x 7).
Priority – For Resource based entities only, an optional integer property which determines the importance of this piece of work in relation to all others. A task with a priority of 1 will be scheduled before a task with a priority of 2. A priority of zero is the lowest priority.
It is possible that only one grid type will appear in Resource Management, depending on how the entities have been configured. At least one must be configured in order for the Resource Management button to appear at all on the Qualify toolbar. If data is not appearing for an entity when you expect it to, open the Diagnostics from the File menu, messages in here will explain if any configuration details are incorrect.
For Resource type entities, a non-top level entity must exist as a tab on the main entity which enables time to be recorded against a task. This must be defined on the Entity General Settings tab as a ‘Resource Management Time Entity’ and one of each of the following properties must have an RM Role defined.
Resource – Holds the resource who has recorded time against the piece of work. This property is mandatory.
Date – The date on which time was recorded against this piece of work. This property is mandatory.
Actual Hours – Holds the time in Hours and/or Minutes that this resource has recorded against this piece of work is expected to take. This is a mandatory Integer type property with a format of ‘Time’.