Accounting › Projects & Portfolios
Project Resources
Who is booked to what, and for how much of their week. A named person, or a requirement not yet filled — both are real and the second is what a resource manager works from.
Where to find it
- Module: Accounting
- Group: Projects & Margin
- Section: Projects & Portfolios
- Screen: Project Resources
Address in the console: /accounting/project-resources
List · 12 columns · 17 fields on its form · 1 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Project | Code | project_no |
| Person | Text | employee_name |
| Role | Text | role_name |
| Position | Text | position_title |
| From | Date | from_date |
| To | Date | to_date |
| Allocation % | Number | allocation_pct |
| Planned h | Number | planned_hours |
| Actual h | Number | actual_hours |
| Used % | Number | hours_used_pct |
| Billable | Amount | billable_value |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Project required | Choice | Looked up from existing records | |
| Work breakdown element | Choice | Looked up from existing records | |
| Activity | Choice | Looked up from existing records | |
| Person | Choice | Looked up from existing records | |
| Role | Text | ||
| Skill | Text | ||
| A named person (rather than a requirement) | Yes or no | ||
| From | Date | ||
| To | Date | ||
| Allocation % | Number | ||
| Planned hours | Number | ||
| Actual hours | Number | ||
| Cost rate | Number | ||
| Bill rate | Number | ||
| Currency | Choice | Looked up from existing records | |
| Status | Choice | requested, proposed, confirmed, active, released, cancelled | |
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.