Blog      Forums       Login      Create Account       Contact Us

• Home
• Product
• Customers
  • Testimonials
  • Case Studies
  • Our Customers
• Company
  • About Us
  • Partners
  • Management Team
  • Request Info
  • Values
• Community
  • Product Help
  • Forums
  • Blog
  • Release Notes
  • White Papers
  • Submit Ticket
  • Frequently Asked Questions
  • PDWare’s RPS 2012 Presenters

• PDWare Portfolio Topics
  • New Features in 6.0
    • Resource Row Totals
    • Using Display Candidates
    • Find Candidates Command
    • Search "All Resources"
    • Controlling Field Visibility
  • Key Definitions
    • Key Definitions
    • Resource Manager
    • Resource Assignment
    • Resource Demand
    • Allocation
    • Context Dependent
  • PDWare Portfolio Overview
    • PDWare Portfolio Overview
    • PDWare Portfolio Characteristics
    • PDWare Portfolio Architecture
  • Getting Started
    • Login Portfolio
    • Get Data Dialogue
  • Basic Application Characteristics
    • Commands
      • Basic Commands
      • Menu Bar
      • Toolbar
      • Right Click Menus
    • Basic Filtering
    • Sorting - Basic
    • Column Controls
      • Format Column Command
      • Displaying Selected Columns
    • Export Active Sheet
    • Module Navigation
  • Defining Projects
    • Project Data Sheet
    • Creating Projects
    • Edit Project Dialog
    • Deleting Records
  • Defining Resources
    • Resource Data Sheet
    • Creating Resources
    • Set Resource Capacity
    • Edit Resource
  • Defining Assignments
    • Effort Forecasts Sheet
    • Defining “Demand” in PDWare
    • Insert Assignments
      • Insert Assignment Dialog
      • Skill Assignments
      • Non-Labor Assignments
      • Edit Assignment
        • Edit Assignment
        • Change Resource Assignment to Skill Assignment with a Different Resource Node
  • Saving Data
  • Paste-Import
  • Resource Analysis
    • Resource Filtering
    • Resource Utilization Sheet
  • Replace Assignment
    • Replace Assignment
    • Resource Utilization Report
  • Responding to Requests
  • Cutomizing Sheet Views
    • Define View
    • Using Views
    • Modifing Views
  • Menu Structure
• PDWare Advanced Topics
  • Resource Baselines and Actuals
    • Resource Baselines and Actuals
    • Rights Required for Saving Data
    • Select Values for Sheet Display
    • Capture Resource Actual Effort
    • Set a Project Phase Baseline
    • Capture Forecast as Baseline
    • Save Baselines
    • Display Historical Baselines
    • Chart Baseline/Forecast/Actuals
  • Portfolio Analysis Module
    • Portfolio Analysis Module
    • Prioritized Resource Analysis
    • Project Analysis Sheet
      • Project Analysis Sheet
      • Drill Down Filtering
    • Project Priority Sheet
      • Conflict Analysis
      • Resource Conflict Analysis
      • Resource Conflict Highlighting if Target has Skill Assignments
      • Scenarios
        • Scenarios
        • Capturing Scenarios
        • Comparing Scenarios
  • Tools>Options, Filter Options
  • Modify Demand-Allocation Analysis
    • Committed Assignments
    • Convert Effort to Skill Assignment
    • Resource/Skill Allocation Analysis
      • Allocation Analysis of Skill Demand
      • Allocation Calculation
  • Insert, Replace Assignment Adv. Features
  • Dynamic Report Modules
    • Hierarchy Modules
      • Hierarchy Modules
      • Label Right Click Command Summary
      • Outlining
      • Resource Hierarchy Report
    • Skills Analysis Module
  • Customizing Views and Reports
    • Customizing Sheet Views
    • Defining and Using Reports
    • Using User Defined Reports
    • Optional Project Fields
      • Optional Project Fields
      • Current Phase
      • Non-Labor Categories
      • Non-Labor Values
      • Skill Values
      • Attrition
      • Formula Fields
    • Map Project Optional Fields
    • Optional Fields on a Project Custom Report
    • Formula Fields
    • Calculated Summary Fields
    • Map Resource Optional Fields
  • Reporting
    • Reporting
    • Report Descriptions
    • Export PDW Tables
    • Project Custom Report
    • Product Development Pipeline
    • Time To Market
    • Project Resource Snapshot
    • Cash Flow Charts
    • Cost Shale Charts
    • Portfolio Dashboard
  • Filtering
    • Filter Menu
    • Advanced Filtering
    • Overutilization Filter
    • Underutilization Filter
    • Show Shortfall Only
    • Set Priority Filter
    • Remove Priority Filter
    • Changed Record Filter
    • Hide External Projects
    • Hide External Resources
    • Remove Sheet Filter
    • Remove All Filters
    • Reset Filter Options
  • Resource Planning Templates
    • Functional Description
    • Resource Planning Template
  • Advanced Database Topics
    • Advanced Database Topics
    • Advanced Data Retrieval
    • Saving PDW Files Locally
      • Saving PDW Files Locally
      • Simulated Off-Line Operation
      • Work Off Line
      • Work On-Line
• Project Manager Topics
  • Project Manager Topics
  • Adjusting Project Demand
  • Resource Request Process
    • Resource Request Process
    • Requesting Resources
      • New Requests
      • Update Requests
    • Request Module
      • Request Module
      • Request States
      • Requests by Me
      • Finding Request Approvers
  • Project Status
    • Using the Status Module
    • Status Entry
    • Status History
    • All History Sheet
    • Phase and Milestone Charting
    • Optional project milestones
    • Controlled Status Fields
    • Submitting Status from Project Data
    • Status Optional Field Types and Behaviors
  • PDWare Portfolio Scheduler
    • PDWare Portfolio Schedule Planner
    • Task Level Planning
      • Scheduler Process
        • Scheduler Features
        • Gantt
        • WBS (Entry)
        • Task Usage
        • Work (Task Assignments)
        • Team (Resource Availability)
        • Scheduler Commands
        • Scheduler Menu Commands
        • Right Click Commands
        • Right click period value commands on sheet Task Usage
        • Right click period value commands on sheet Team
        • State and % Complete
        • WBS Field Definitions
      • Using the Scheduler Module
      • Entering Tasks_
        • Entering Tasks
        • Enter sub-tasks / milestones
        • Dates and Duration
        • Changing Task to Milestones
      • Create WBS structure
      • Enter Dependency Relationships
        • Enter dependency relationships
        • Dependency Link Toolbar Button
      • Creating the Resource Plan for a New WBS Project (1)
        • Team Members Defined by Resource Managers
        • Project Manager Adds Team Members
      • Create task assignments
      • Analyze work required versus resource availability
      • Define work effort for tasks
      • Convert task work to team forecast
      • Save-Request Effort
      • Request the resource plan
    • Use Cases
      • Create and Schedule Tasks
        • Open the Scheduler module
        • Dates for Phases/Milestones
        • Sub-tasks / Additional Milestones
        • Create WBS Structure
        • Dependency Relationships
        • Schedule the Project
      • Create a Resource Plan
        • Define the team
        • Create task assignments
        • Define work effort for tasks
        • Analyze work required versus resource availability
        • Convert task work to team forecast
        • Save-Request Effort
      • Create the Work Plan with Skill Requests: Staff the tasks using Resource Manager Responses
        • Define the team
        • Create task assignments
        • Request the resource plan
        • Exit Scheduler and wait for Resource Manager Response
        • Examine the Assignments on the PDWare Effort Forecast Sheet
        • Replace task skill assignments with resource assignments
    • Action Summary
      • To create new tasks
      • To link tasks in predecessor-successor relationships
      • To request a resource for your project team
      • To request a resource be removed from your project team
• Capacity Module
  • First Look
    • First Look
    • Capacity Model Sheet
    • Project Results Sheet
    • Skill Impact Sheet
  • Row Colors – Capacity Model
  • Cell Colors – Project Results
  • Available Commands – Capacity Model
  • Available Commands – Capacity Model - Project Results Tab
  • Capacity Model Options
    • Capacity Model Options
    • Date Range
    • Rollup Level - Capacity Model
    • Value Type
  • New Model
    • Creating a New Capacity Model
    • Demand Shortfall
    • Unutilized
    • Current Capacity
    • Change
    • Model Result
  • Capacity Model Factors
  • Show Capacity
  • Capacity Model Manipulation
  • Cost Mode Calculation
  • Protected Rows
  • Model Evaluation
  • Saving Models and Using Them Later
  • Apply Model (Capacity Model Command)
• Administration
  • Installation and Configuration
    • Database
    • Client
    • Configuration
      • Microsoft SQL Server or Microsoft Oracle Database Provider
      • Oracle Database Provider
      • Other Connection Parameters
    • Updating Connection
    • Testing Connection
    • Locking a Connection
    • Sharing a pdwdata.xml file
  • Administration Overview
  • List Administration Module
    • Administer Lists Data Entry
    • User Interface - List Lookups
      • Pasting Long Lookup Lists
      • Edit Lookup List Dialog
    • User Interface - List Look-ups
    • Status Field List
    • List and Field Definition
    • Controlling field visiblity with user rights
    • Creating a list of optional milestones
    • Administer Lists Module
    • Field Description
      • Field (Column) Titles
      • Field Visibility Control
  • Frontend Adminstration Menus
    • Frontend Administration Menus
    • Edit Rights
    • OBS Locks
    • Node List Filters
    • Period Locks
    • Save Column Headings
    • Update License
    • Check License
    • Set LDAP
    • MSP Map Field
• PDWare iTeam
  • Introduction
  • Login
  • Default Screen
  • iTeam Functionality
  • Timetracking
    • Time Tracking Overview
    • Time Tracking
    • Create Timesheet
    • Delete Timesheet
    • Adjust Timesheet
    • Reopen Timesheet
    • Working with Timesheets
      • Add Project to Timesheet
      • Entering Time
      • Saving Timesheet Values
      • Submit Timesheet
  • Resource Managers
  • Portfolio Management
    • Effort Forecast
    • Manage Assignment Requests
    • Assignment Request History
    • Project Data_iTeam
    • Manage Project Requests
  • Administration
    • Customize Forms
• Portfolio Analysis Topics
  • Move/Extend Project Demand

Resource Assignment

This Document can be found in the following categories:

A resource assignment is an association of a resource listed on the Resource Data sheet with a project listed on the Project Data sheet. This association is then displayed in the Effort Forecast sheet.