Questions

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When a Task closes on a project that's time is managed by plan, does the unused scheduled time come off of the resource's schedule?

I manage my projects schedules by plan.
When a task is completed in less time than the estimate will the remaining time get added back to the resource's schedule?
1 Answer
Jeffrey Wormley Last activity on 8/1/2023 4:31:55 PM by Mark Sayers

Contact vs Resource in the Ticketing app

When I go to the People tab in a ticket, there's a Contacts section and a Resorces section. What's the difference between these two sections? How come I can add Contacts, but the Resources are already assumed and can't be changed?
2 Answers
Amber Ziegler Last activity on 12/17/2020 9:58:30 AM by Amber Ziegler

Unapproved or Pending Resource Request Reports

Hi - I need a report to show pending resource requests by resource pool manager. As a PM, I submit resource requests to the managers and wait for them to approve the resources. I need to be able to identify resource pool managers who are not co...
1 Answer
Barbara Jones Last activity on 4/5/2019 9:33:42 AM by Mark Sayers

Unable to remove a resource

Hi, I am the manager on a project and I'm trying to remove a couple of staff resources from it but for some reason is it not allowing me to remove certain resources and I can't figure out why.
In the project's General page, it is set up as a...
4 Answers
Robin West Last activity on 3/6/2017 9:14:37 AM by Mark Sayers

Projects

Good Morning,

Is there a way to automatically add each manager (not project manager) to every project that is created? Right now we have to add the manager of each team as a resource on the project. Is that the only way to give them access t...
2 Answers
Dawn McIntosh Last activity on 6/14/2016 10:24:14 AM by Mark Sayers

sups and project tasks

Is there (including v 9.3) a way for supervisors to see the project tasks their employees are assigned to, even though the supervisor is not assigned as a resource on those projects?
Thanks.
1 Answer
Jeff Chatham Last activity on 5/27/2016 2:39:41 PM by Mark Sayers

Count of projects by resources (by type)

In our efforts to model Agile organizations, we are not using resource management from an hours perspective, but instead focusing on establishing WIP limits to use within various teams and/or types of projects. I'm trying to produce a report that...
1 Answer
Bob Black Last activity on 4/20/2016 3:45:13 PM by Mark Sayers

Resource Inactive on a Project

A PM added a resource to a project. The resource informed me that they could not see the project in their Projects list or see any tasks assigned in "My Assignments". The resource could also not put time against the project. From the Ad...
2 Answers
Andrew Lutzuk Last activity on 12/1/2015 5:24:28 PM by Matt Sayers

report for all projects by resource

I would like to create a report that shows each resource and then below each resource shows all projects to which they are assigned as resources, regardless of whether they currently have any scheduled hours. I tried to create this under Resource...
1 Answer
Janine Gentile Last activity on 10/8/2015 10:03:49 AM by Jamey Stock

unable to add resource to project

I am unable to add Leah Bosch to one of my projects because she does not come up in the search. She has been a resource on other projects so I'm not sure what I am doing wrong. See screen capture below.
1 Answer
Janine Gentile Last activity on 9/4/2014 11:20:39 AM by Drake Sigler