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Resource Workspace Overview

This article gives an introduction to the Individual Resource Workspace, which provides information about a particular resource.

Overview

When working with assignments (or doing other activities), it is sometimes preferable to drill down and see or modify information specific to an individual resource or project.  Wherever the Resource or Project name appears, you can click on the name and a hyperlink will take you to the Individual Resource Workspace or Individual Project Workspace, respectively.

Selecting an Individual Resource Workspace

Individual resource workspaces are accessed by clicking on the resource name hyperlink in rows (records) on other pages such as Resources > Data or Resources > Assignments or Projects > Assignments:

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Clicking on the resource name brings up the individual resource workspace:

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These workspaces provide information specific to particular resources, including Assignments, Team Allocation, Skills and Utilization.

Viewing the Resource Workspace

The individual Resource Workspace appears upon clicking on a resource, presenting the following page:

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These workspaces provide information specific to particular resources, including Assignments, Team Allocation, Skills and Utilization.

Resource Info (in upper left)

Presents the resource name, Role (Primary Skill), associated user name and email of the user, and uploaded image if provided.

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Assignments

Where assignments for this resource may be viewed, entered and modified. See Assignments Overview and its related sub-articles for more.

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Team Allocation

Shows allocation of this resource to teams, if any.

Skills

Shows the overall skills for the resource (Assigned Skills), how many times each is being used in assignments (Assignments by Skill), and allocation of effort by skill (Skill Usage). Skills can be added or deleted in the Assigned Skills part of the page. Skill Proficiencies can also be added or modified. Don’t forget to save when working with skills. The Assignments by Skill and Skill Usage charts are read only.

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Utilization

Provides a read only summary view of utilization per period of this resource, including a chart and table. Details are provided on demand, feasible allocation assuming 100% is achievable, shortfall, capacity and utilization.  Data on actuals is also represented.

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