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The bottom panel of the window displays the resource details.
[[Image:Ajob80.png]]
This section displays:
* '''Resource name''' – click to display the resource details screen.
* '''Disable button''' – click to disable the resource and suppress further timesheet submissions.
* '''Re-assign button''' – click to re-assign the resource. This technique is useful if you have used a proxy or generic resource to build the estimate, but now wish to assign the “real” resource.
You cannot re-assign a resource if timesheets have been entered and approved. You must:
* Disable the resource.
* Use the '''Add resource''' button to assign a non-budgeted resource.
* '''Effort''' – budget and actual, measured in hours.
* Direct, indirect and total costs – displayed in the [[User|user’s]] own currency. Clicking on the total costs budget or actual, will display the breakdown of the totals.
* '''Set Actual''' – used to directly set the actual cost.
* '''Timesheet View''' – used to view all the timesheets associated with this task and resource.
=Directly Updating a Task=
You will directly update this task.
1. Set the '''Start''' and '''End''' dates to the '''Estimate Start''' and '''End''' dates.
[[Image:Ajob81.png]]
2. Set the '''Percentage Complete''' to '''100%'''.
[[Image:Ajob82.png]]
3. Click the '''Update''' button.
The task is updated, but because no costs have been added the effect is minimal.
[[Image:Ajob83.png]]
You will now update another task, but this time the task will have started late, and takes longer than expected.
=Directly Setting Resource Costs=
You will now directly set some resource costs.
1. Click the '''Actual Costs Set''' button.
The '''Actual''' cost screen is displayed.
[[Image:Ajob84.png]]
2. Set the '''Effort''' to '''8'''.
The cost is calculated, and matches the total cost displayed at the bottom of the budget column.
[[Image:Ajob85.png]]
If there were any indirect costs associated with the direct costs, these would also be calculated.
3. Click the '''Update''' button.
4. Click the '''View Task''' tab.
[[Image:Ajob86.png]]
5. Click the '''View Project''' tab.
The project details have also been updated.
[[Image:Ajob87.png]]
[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]
[[Image:Ajob80.png]]
This section displays:
* '''Resource name''' – click to display the resource details screen.
* '''Disable button''' – click to disable the resource and suppress further timesheet submissions.
* '''Re-assign button''' – click to re-assign the resource. This technique is useful if you have used a proxy or generic resource to build the estimate, but now wish to assign the “real” resource.
You cannot re-assign a resource if timesheets have been entered and approved. You must:
* Disable the resource.
* Use the '''Add resource''' button to assign a non-budgeted resource.
* '''Effort''' – budget and actual, measured in hours.
* Direct, indirect and total costs – displayed in the [[User|user’s]] own currency. Clicking on the total costs budget or actual, will display the breakdown of the totals.
* '''Set Actual''' – used to directly set the actual cost.
* '''Timesheet View''' – used to view all the timesheets associated with this task and resource.
=Directly Updating a Task=
You will directly update this task.
1. Set the '''Start''' and '''End''' dates to the '''Estimate Start''' and '''End''' dates.
[[Image:Ajob81.png]]
2. Set the '''Percentage Complete''' to '''100%'''.
[[Image:Ajob82.png]]
3. Click the '''Update''' button.
The task is updated, but because no costs have been added the effect is minimal.
[[Image:Ajob83.png]]
You will now update another task, but this time the task will have started late, and takes longer than expected.
=Directly Setting Resource Costs=
You will now directly set some resource costs.
1. Click the '''Actual Costs Set''' button.
The '''Actual''' cost screen is displayed.
[[Image:Ajob84.png]]
2. Set the '''Effort''' to '''8'''.
The cost is calculated, and matches the total cost displayed at the bottom of the budget column.
[[Image:Ajob85.png]]
If there were any indirect costs associated with the direct costs, these would also be calculated.
3. Click the '''Update''' button.
4. Click the '''View Task''' tab.
[[Image:Ajob86.png]]
5. Click the '''View Project''' tab.
The project details have also been updated.
[[Image:Ajob87.png]]
[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]