Resource Information dialog box, General tab

Details

Resource identification

Resource name    Shows the name of the selected resource.

Initials    Shows the resource's initials or other abbreviation that identifies the resource. In some views you can use this abbreviation in place of the resource's name to save space.

Email    Specifies the resource's e-mail address. You can also obtain the resource's e-mail address from your MAPI-compliant, 32-bit e-mail system by clicking Details.

Group    Specifies the group to which the resource belongs. If you enter a group name, you can sort resources by group or apply a filter to show information about specific groups.

Windows Account    Opens and finds the Windows user account information in the address book and places this information in the Windows Account box for the selected resource. The Windows Account box identifies Microsoft Windows users to Microsoft Office Project Server 2007. To use this button, you must have entered a valid Office Project Server 2007URL in Project. To do this, on the Tools menu, point to Enterprise Options, and then click Microsoft Office Project Server Accounts. Click Add, and then enter the URL in the Project Server URL box.

Code    Specifies a code for the resource, such as a cost center code.

Booking type

Proposed    Specifies that the addition of this resource is considered tentative.

Committed    Specifies that the addition of this resource is considered definite. This is the default booking type.

Type

Work    Select this resource type for people, equipment, or facilities that are assigned to a task and are not consumed during the task. This is the default.

Material    Select this resource type to track consumable resources, such as steel, that are to be used in the fulfillment of the project.

Cost    Select this resource type to track budgetary items, such as travel costs, that are not dependent on the amount of work or the duration of a task.

Material label    If this is a material resource, this box becomes available. Enter the unit label for the material resource. For example, for lumber, you can enter Linear Feet, to track linear feet of lumber for the project.

Default Assignment Owner    Enter the default assignment owner, who is the individual with the responsibility for entering actual work or reporting on progress for an assignment. The default assignment owner becomes responsible for reporting on any assignments that do not have another assignment owner designated. This is often the project manager who publishes the project to the project server.

Check boxes

Generic    Specifies that the resource is an account of skills required for a task, rather than an actual resource.

Budget    Specifies that the resource is a budget item.

Inactive    Indicates whether the resource has been deleted or otherwise removed from the resource pool. For example, you might want to remove a resource from the list of enterprise resources before you move a resource from one department to another to keep the resource's work for the two departments separate.

Resource Availability table

Use this table to set a resource's start and finish date on the project. You can also use this table to set differing levels of maximum units availability at different times during the project. These settings, together with the resource's calendar, determine how much work a resource can do without being overallocated.

Available From    Enter the resource's start date for the current level of maximum unit availability. If NA is entered in the Available From field, this means that the resource's starting availability is the same as the project start date.

Available To    Enter the resource's finish date for the current level of maximum unit availability. If NA is entered in the Available To field, this means that the resource's ending availability is the same as the project finish date.

Units    Type the number of maximum units available for this resource during the period of time specified in the Available From and Available To fields. For example, you have a resource named Engineers, representing three individual engineers on your team. You can enter the maximum units for Engineers as 300 percent. You can schedule all three engineers for full-time work at one time without the Engineers resource being overallocated. You can also specify part-time availability with maximum units. For example, if you have a resource who is available to your project two days a week, you can enter the maximum units as 40 percent. You can enter maximum units as a percentage (50 percent, 100 percent, 300 percent), or as a decimal (0.5, 1, 3).

• Resource availability does not prevent you from assigning a resource to work beyond a period of availability or assigning more work than resource time available. A resource is considered overallocated when the sum of all assignment units for a given period exceeds the resource's maximum units.

• While the Resource Availability table changes a resource's maximum units over the life of the project, it does not change resource rates over time. To set differing resource rates, adjust the resource cost rate table. You can do this on the Costs tab of the Resource Information dialog box.

• If you want, you can enter dates in the Available To fields only. 

• There's a distinction between differing resource availability and work contours. The Resource Availability table adjusts maximum unit availability throughout a project, while work contours adjust varying levels of work throughout a specific assignment.

Command buttons

Change Working Time    Opens the Change Working Time dialog box, which you can use to change the working days and times for the selected resource.

Details    Opens a dialog box from your e-mail address book showing information about the selected resource.