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What does the “Help” button inside the “Resource Information” dialog do?
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The “Help” button inside the “Resource Information” dialog redirects you to the “Resource Information” article in our Online Help page.
What does the “Help” button inside the “Assignment Information” dialog do?
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The “Help” button in the “Assignment Information” dialog redirects you to the “Assignment Information” article in our Online Help page.
What does the “Help” button inside the Assign Resource dialog do?
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The “Help” button in the Assign Resource dialog redirects you to the “Assign Resource” article in our Online Help page.
Why is the resource allocation important?
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Resource allocation is an important aspect that shouldn't be neglected and it reflects the health of your project. You should avoid overallocation pitfalls by addressing the resource overallocation aspect before it affects your project's health. Resource overallocation is most likely to occur when there are multiple projects in a company and might present a risk, especially if your resources are small and involved in multiple tasks. How you plan your resource allocation is a key aspect in keeping your project on track and on budget with the outcomes you expect.
When I add the created material resource to a task, the work is directly changing to 0 hours. Why is this happening?
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The Work column is automatically calculated based on the work resources assigned to the task.
Why I can’t see the “Resouce Notes” button in ribbon on the Mac platform?
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If the “Resource Notes” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Resource Information” button in ribbon on the Mac platform?
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If the “Resource Information” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Manage Team Members” button in ribbon on the Mac platform?
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If the “Manage Team Members” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Manage Account” button in ribbon on the Mac platform?
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If the “Manage Account” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Delete Resource” button in ribbon on the Mac platform?
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If the “Delete Resource” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Assign” button in ribbon on the Mac platform?
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If the “Assign” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
What is Overallocation?
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The situation corresponding to a resource of type work who dedicates more than 8 hours a day to accomplish some tasks. Overallocation may have two distinct causes: 1) the resource is assigned to several tasks that are scheduled during the same period (i.e. the resource is supposed to work 4 hours at task1 and 8 hours at task2 in the same day); 2) the PM wants the resource to dedicate more time and assigns more than 100% units for that resource.
What is a Resource Assignment?
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It represents an association between specific tasks and the resources needed to complete them. Assigning resources to tasks will indicate who or what is needed to complete the tasks in your project. More than one resource can be assigned to a task. Both work resources (e.g. people) and material resources can be assigned to tasks.
How do I solve the overallocation on a resource assigned to 2 different tasks that are in progress at the same time?
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In Gantt Chart view, please insert the units allocated by the resource for a specific task. For example, if a resource allocates 50% for each task, in Resource Names column insert resource_name[50%].
Why some resources have the text color red?
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The application tells you that you have an overallocated resource by making the entire resource font with red in Resource Sheet view and displaying a warning icon.
How do I import my outlook contact into my Resource Sheet?
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We are sorry but at this point we don't support importing resources from Outlook.
Why I can't change values in the fields?
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In order to edit and save .mpp files, you need to have an active account with the role set as Editor. You can verify your role by accessing our Online Portal Page. Sign In with your email and password, click on Team Members tab and check your role.
Where can I find the "Overallocated" field?
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In order to insert the "Overallocated" field, please go to the Format menu and select "Insert Column" option. From "Field Name" select "Overallocation" and then click "OK" in the dialog.
Is the "Assignment Owner" field editable?
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We are sorry, but the Assignment Owner field isn't editable in our application at this point.
How to access Project Plan 365 Portal page?
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Please click on the following link to access our Online Portal page: https://www.projectplan365.com/ups/Account/SignIn
How to plan expenses related to the purchase of equipment and materials needed to implement projects?
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For expenses related to the purchase of equipment (fixed cost), in Resource Sheet view you can add a resource of type cost. Then, you can assign that resource to a specific task in Task Information dialog under Team tab.
How can I plan and control equipment orders and deliveries (logistics activities) in the project?
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For material resources, in Resource Sheet you can add a resource of type material. Insert the material label and the Std. Rate. In Gantt Chart view or in Task information dialog you can specify the units for that specific material.
How can I see the resources grouped by resource type at a specific date in the project?
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We are sorry, but at this point our application doesn't allow to see the resources grouped by resource type at a specific date.
How to rename a resource?
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In order to rename a resource, go to the Resource Sheet view and double click on the desired resource to open the Resource Information dialog. In the Resource Name field, type the new name of the resource and click "OK" in the dialog for the changes to take effect.
How to assign the specific user as a local resource?
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You can add in your plan the name and email address for that specific resource, but you cannot import the resource in your Team. To share a file with that resource, you can go to menu Share – Share and insert the email address for that specific resource.
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