Many default functions are controlled via the Server Settings menu, including standard ResourceFirst system defaults (such as session timeout and page row count), Time tracking settings, thresholds for demand and forecast color coding, and report server settings.
The Server Settings menu can be accessed by clicking Administration->Server Settings).
There are four main sections in the Server Settings Menu. Use the +/- controls to expand/collapse each section and scroll bar to navigate if needed within a section.
Let's take a look at the General settings in more detail, referencing the image below:
Session Timeout - In minutes, how long the system should wait before timing out a user's session
Page Row Count - How many rows to show on each page
Maximum Comment Length - For comment fields, the maximum number of characters the user can type
Special authorizations: For the items bulleted below, the level of authority required to perform those functions (e.g., Edit Rights to the target project or resource, Node Admin rights to the WBS or OBS node that the target project or resource is associated with, or overall Administrator Rights).
- Project Initiation Approval
- Project Delete
- Resource Delete
- Assignment Delete
Enable Actual Edit on Assignment Views – allows editing of actuals when toggled to Actuals on Assignment Views. If not checked, the actuals shown are read only.
Enable Request - allows for requesting resources via the Requests button
Auto-Approve Requests - turns on automatic approvals for resource or skill requests, so the Resource Manager doesn't have to approve each request. The Request then becomes a Resource or Skill Assignment.
Enable Teams – Allows Teams functionality to be used.
Enable Agile – Allows Agile functionality to be used.
Auto-Approve Request From - Specifies which resource or skill requests should be auto-approved (requests from Project Managers, or only from those with Project Edit rights).
Comments on Project Saves - Allows the user to enter comments whenever a change to a project is saved.
Time Tracking Settings
The Time-Tracking section in Server Settings is as follows:
Time Tracking In - Enables time tracking to be done in hours, FTEs, or both.
Max Allowed Hours - Sets the maximum allowable hours in a day someone can work.
Min Allowed Hours - Sets the minimum allowable hours in a day someone can work.
Hours per 1 Day FTE - For FTE calculations, determines the hours to assume per FTE.
Exclude Inactive Resources from Compliance - Suppresses compliance alerts for inactive resources. This is useful if someone is away for an extended period, or for resources who have left the organization but are still in the system as inactive.
Exclude Weekends – Does not show weekends in timesheets.
Color Option Settings
In ResourceFirst, it's easy to set color thresholds for key dashboards and views.
Project Demand (i.e., Percent Filled)- On Project Demand Views, specifies the percentage of the demand that's been filled by resource assignments. In the example, if a resource demand is only 95% satisfied, the demand will show as yellow. If it's only 90% satisfied, it appears as orange. And if it's only 70% satisfied or less, it appears as Red.
NOTE: Skill Assignments (as opposed to Resource Assignments) are by default Red until they are filled with named resources. So a Project Demand row that's showing red could mean that it has resource shortfall or simply that it has skill assignments that haven't been filled yet.
Effort Forecast (Assignment) (i.e. Percent Filled) - On Assignment Views, specifies the percentage of the effort forecast that's able to be filled, given the overall capacity of the resource and the priority of this assignment relative to others for the resource.. In the example, if a resource assignment is able to only be 99% filled by the resource, the assignment will show as yellow. If it can only be 75% filled, it appears as orange. And if it can be 50% filled or less, it appears as Red, depicting a significant shortfall.
Resource Utilization (i.e. Percent Utilized) - On Resource Utilization Views, specifies the utilization percent of the resource. In the example, if a resource is 70% utilized or less, their utilization will be blue (under-utilized). If they're utilized 101% or more, their utilization will be red (overload situation). Normal utilization is always shown in white.
IMPORTANT NOTE: If you have Optimization turned on (Use Availability for Skill Assignments), the coloring thresholds in each area relate to the “State of Feasibility” as opposed to the “State of Allocation” in each case.
Reporting Server Settings
Reporting Server settings are part of the technical installation of the application, which PDWare will guide you through.