DOCUMENTATION - Resource view

The Resource View   ResourceView_Icon.png

The Resource View shows you all jobs and tasks in a resource-centric view but without displaying the assignment to resource groups. This can be especially useful if you have resources that are assigned to multiple groups.

Resource View - easy time and resource scheduling

The design of the Resource View is based on the structure of a Gantt chart. On the left, there is a table, displaying resources and their relating tasks as table rows.

On top of the right part of the Resource View a time scale is displayed, below it the chart of your schedule shows the tasks which are assigned to the respective resources as bars. Calendar grids in white or grey indicate working (white) and non-working times (grey) of the resources.

Below you will find detailed information of the Resource View's structure and its manifold ways of editing resources and tasks.

Collapse/Expand

To see/hide the tasks that are assigned to a resource, click the corresponding icon

collapsed.png Click to expand resource
   
Collapse2.png Click to collapse resource

 

Collapsed resource

The resource is displayed as table row in the table area while in the diagram area the bars, each representing one task of a specific job assigned to that resource, are arranged as chain, one row per task.

jpi_task_collapsed


Expanded resource

Each task is shown in a single table row while in the diagram area each task of this resource is displayed as bar. 


jpi_task_expanded_2

Information and editing options in the table area

Copy.png The selected resource will be copied and inserted at the end of the respective resource group.
   
delete2.png The resource will be deleted.
   
Edit.png Opens the "Manage Resource Details" dialog where all the resource's details like resource name, resource group, and work time can be edited. 
   
ResourceView_InfiniteResource.png The infinity symbol to the left of the resource name indicates that the respective resource is defined as infinite. This means that this resource can be allocated to an unlimited number of tasks at one time. 
   
jpi_red_exclamation The red exclamation mark left to the resource name indicates a capacity overload at the respective resource, that can occur using the manual (and hybrid) scheduling mode. 
At the same time, a small red bar appears below the corresponding task(s) in the diagram area.

 

Information and editing options of the diagram area 

jpi_resource_view_job_delayed Red bar indicates delay of task
 jpi_resource_view_mark_all_jobs  
Clicking a bar will mark all bars of the corresponding job 
   
Overlapping_Resources.png

A small red bar below the tasks indicates a capacity overload at the respective resource, that can occur using the manual (and hybrid) scheduling mode. 
At the same time, a red exclamation mark appears in the table area left to the resource name.

   
 context_menu_resource_view Right-click on a bar calls a context menu to edit the Task Details, to set or remove constraints,  to modify the sequence number, or to show this specific task in the Job View and directly scrolling to it.
   
vertical line for release and due date in the resource view When hovering over a task  you will see the release date and the due date of the respective job shown as a vertical line. In case the job is late, the due date line will turn red.