usb barcode reader c# How the Resource Manager Interacts with Project Server in Microsoft Office

Generate QR in Microsoft Office How the Resource Manager Interacts with Project Server

How the Resource Manager Interacts with Project Server
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FIGURE 23-1 Build Team page includes buttons for adding and removing resources
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Work Resources Work resources are usually people This view can also be used for objects or spaces that have a cost and also require the use of resource-level calendars An example would be the robotics room described for the Material Resources View that required scheduling of use as well as scheduled downtime, perhaps for maintenance A Settings button on the top-right corner allows other configuration of the views on the page These options allow for sorting and locating specific resources or information about them: View Options These options allow for changing outline levels If the view is set to Outline Level 0 (zero), then material, cost, and work resources would roll up, as shown in Figure 23-2 Other outline levels show the same list of all resources unless additional hierarchical work has been done for resources (which is not likely to come up)
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PART V
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Part V:
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Project Server in Action
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FIGURE 23-2 Rolled-up build team in All Resources View
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The prebuilt filters can be very useful They include the following:
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All Resources (the default) Generic Resources Budget Resources Non-Budget Resources Resources with In-Progress Assignments Overallocated Resources Custom filters are also supported Search Simple search of this page only Grouping This filter can be used to group by field and can support up to a threelevel grouping, as shown in Figure 23-3 The resource manager can also navigate to view assignments or availability of the selected resources or synchronize to a resource plan
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23:
How the Resource Manager Interacts with Project Server
FIGURE 23-3
Setting a three-level grouping
Surrogate Timesheets
The resource manager is normally set up as the timesheet manager for the people they supervise Sometimes the resource cannot complete a timesheet and the timesheet manager must do it instead The timesheet manager, under a typical configuration, can complete a surrogate timesheet only for their own resources To do this, click on the My Timesheets link from the Quick Launch Bar and left-click the Surrogate Timesheet button In the next page, first browse to the name of the resource Next select one of the following settings: Create with Default Setting The default setting is usually Current Tasks, which makes the most sense in most cases Create with Projects Do Not Autopopulate Next, select the timesheet period and then click Create Timesheet You can then complete and submit the timesheet
PART V
Part V:
Project Server in Action
Timesheet Management
The resource manager is normally set up as the timesheet manager in Project Server The setting itself is done through the Enterprise Resource Pool or User Settings (Security) The Timesheet manager is the person who reviews submitted timesheets and takes action on the submission (usually to approve the timesheet) The process itself starts when the resource manager (for this discussion, assume that the resource manager is the timesheet manager) goes to the PWA Home Page If there are timesheets to approve, then there will be a count listed in the Approvals area of the page (see Figure 23-4) Note that in Figure 23-4, several other important pieces of information are included for the resource manager, William Endle The first is under the Timesheets section The count of unsubmitted timesheets is displayed During what is commonly a weekly cycle, this count can be used to track whether all time has been submitted To get to more detail, select the You Have x Unsubmitted Timesheets link From there, the next page, Timesheet Approvals, displays the details (see Figure 23-5)
FIGURE 23-4
PWA Home Page with timesheet counts
23:
How the Resource Manager Interacts with Project Server
FIGURE 23-5
Unsubmitted timesheets
Notice that this view displays the timesheets that are both in-progress and those that have not yet been created Also note that this view allows navigation to view timesheets in other states: Pending My Approval Approved by Me Available Timesheets to Adjust (you will learn more about this option shortly) You can export this page to Excel or send it to a printable grid by clicking the Actions button The resource manager can use this printable grid as a check list of sorts while he or she checks the timesheet completion status (see Figure 23-6)
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