How do I enable the Resource Tools feature for work lists?

In this article, you will learn how to enable the Resource Tools feature in a List App.  This is a feature that is only for scheduled work.  This is not related to the Portfolio Tools for Cost & Resource Management. This feature is only applicable to “work” lists, such as Task Center, Issues, Risks, etc. (lists that have items that are assigned to users and configured as work lists).

Note: The instructions in this article are applicable to Administrators in the Top Level Site as well as to Power Users who have Owner permissions on a workspace.

1. Navigate to the List Settings

Navigate to the List App.  

  1. On the View Toolbar, select the Settings Gear.

2. Open General Settings (EPM Live)

Under the General Settings heading, select General Settings (EPM Live).

3. Use Resource Tools

Use Resource Tools: When checked/enabled, users may find resources to assign to a List App item and check that the resources selected aren’t overbooked.  This setting is most applicable for List Apps that are "Work Lists," such as Tasks, Issues, etc.  

Note: Rather than use this feature, users should launch the resource planning tools and reports from the Resource Pool.

3.1. Resource Tools in Use

When the Resource Tools feature is enabled, the Edit Form of a work item will have two icons: Find Resources and Check Resources.  

  • Find Resources: launches the SSRS Report Resource Work vs Capacity
  • Check Resources: the check resources button is non-functional and not supported.

4. Save and Close General Settings

When finished, click Save.

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