Resources Overview

Understanding Resources and Roles Video

The Resources app supports workspace- and project-level dictionaries for the resources and roles you will be using in your projects. Create resources and roles, and then provide general details, work availability periods, and variable price rates.

At the project, program, and workspace levels, you can monitor assignment and usage data and identify staffing and allocation issues. At the portfolio level, perform high-level demand planning on the projects in your portfolio.

Key Features

• Create and manage resources and roles at the workspace and project levels.
• Enter resource and role details, work availability, and rates.
• Review projects for unstaffed resources and roles.
• Ensure resources and roles are working on the right assignments within and across projects.
• Identify resources and roles that are overallocated or underallocated.
• Specify high-level project role demands for portfolio resource planning.