Resource Management

True/False - Resource Requests can only be created from the Project?

False - They can and should be created from the Opportunity

True/False - Resource Requests can be part of the Project template?

True

What 3 things can be done to Assignments using the planners?

Swap - Split - Clone

What are Skill Sets?

Skill Sets are grouping of Skills that have a common theme e.g. Migration. This means they can be assigned en masse expediting Skill assignment.

What is the Skills Matrix used for?

True or False - you can create new skills from the Skills Matrix?

Edit/manage the Skills, Certs and Ratings assigned to Resources.

False - you can not create skills here, just manage them

What are Skill Zones?

Skill Zones are a certain set of skills that are associated with an RPG. So only members of a particular RPG can see those skills.

What is the Resource Schedule and where is it found?

On the Resource Request, this allows users to search up to 200 Resources based on Role, RPG, Start/End Date and Skills/Certs.

How can an admin allow functionality to mark Skills as Essential/Desirable?

“Enable Desirable Skills” in skills management custom setting

Discuss the uses of the following Scheduling Strategies:

• Adjust Hours per Day

• Calculate End Date, Ignore Availability

• Calculate End Date, Level Schedule

• Custom

• % Allocation

• Zero-Hour Schedule

• Splits the hours of the Assignment equally between the Start and End Date. E.g. if the range is 5 days and the total hours are 10, the schedule will show 2 hours on each day

• Fills the days that the Resource is working (respecting the Work Calendar) but ignores availability

• Fills the days that the Resource is working (respecting the Work Calendar) but respects availability

• Enter a specific Schedule pattern

• Calculates hours per day based on a % allocation in the date range

• Creates Assignments with no planned Schedule

What two views are available on the Work Planner?

• Scheduler - gives a time-based view

• Allocation

The Work Planner is tailored to the User’s _____?

Job Role.

The WP is primarily for use by the Resource Manager, but other views include:

• Line Manager

• Project Manager

• Resource

The filters panel has different default settings depending on which view is being used. They are individual Lightning Components

True/False - you are unable to Swap - Split - Clone Assignments from the Work Planner?

False - you can do this. Just right click on the Assignment in the planner and the options will appear.

When creating a Resource Request what can be used to determine the Work Calendar?

RPG

When adding the Schedule to the Resource Request, what is the default repeated pattern?

Weekly.

This can be changed to 2- or 4-weekly in the dropdown.

The Work Planner can indicate whether a Resource is Over, Under Utilised or scheduled to work the correct number of hours. What is referenced to determine the users availability?

Work Calendar

How can I change the fields that are displayed when I create a new Resource Request/Assignment on the Work Planner?

Edit the Lightning Page Layout

What are the two ways in which Resources can be assigned to Project Tasks?

1. Create RR on Opp. When Project is created, build out the Tasks using the Gantt. From here create PTAs and convert these into Assignments.

2. Create RRs on the Opp and convert them into Assignments. As you build out your Tasks on the Project the Assignment can be linked to the Task, creating a PTA. One Assignment for the Project can be used on multiple Tasks (each with a PTA)