Page 34 - Unanet AE: Using Project Management

9. Select the Add button. A rate will not populate until you enter a value in Allocated
Hours.
10. Type 40 in the Allocated Hours cell for Architect 1.
11. Type 40 in the Allocated Hours cell for Engineer 1.

Resource Schedule

Resource Schedules allow Project Managers to spread unit and dollar budgets for
resources across time. Resource Schedules can be entered into the Resource
Schedule pane before or after Allocations. This allows Project Managers to schedule
their allocations or use the Project Rollup feature to define Allocations from Resource
Schedules. Resource Schedules are typically entered here in Project Planning per
project but they can be viewed in aggregate across all projects via the Resource
Scheduler applet for load balancing purposes.

To add more detail to a Project Plan, select the lowest level node from the Project pane
to filter the Resource Schedule pane to the node for scheduling resources.

You can also determine if you want to schedule by Day, Week, or Month by clicking on
the corresponding buttons on the Resource Schedule toolbar.

Timeline & Window Range Filter: You can slide the window view to change the date
range visible for scheduling. You can expand or shrink it to focus on a specific date
fame to schedule. Alternatively, you can click the Timeline button to turn off filtering so
the Resource Schedule will show all dates between the Start Date and End Date on the
node.

View Units/Hours, Dollars, or Both

By default, you will see units/hours columns for scheduling resources, but you can
change this by clicking the small buttons in the bottom right of the Resource Schedule.
Click the u button to show units (units/hours), the $ button to show dollars, or the u/$
button to see both units and dollars.

Adding a Resource

You can manually add resources one by one by typing in their Resource Code or by
clicking on the magnifying glass within the Resource Code field to look up a resource.

Add Multiple Resources through Project Preferences

You can auto-fill the resources from the assigned Rate Schedule or employees
associated to the project via the Project Members tab in the Projects applet.

When Rate Schedule is selected, resources defined in the assigned Rate Schedule will
automatically populate the Resource Schedule. Either generic resources or specific
employees, based on the configuration of the Rate Schedule is structured.

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