RESOURCE MANAGEMENT IN CHANGEPOINT

About the resource management worksheet

• Introduction (1 min 45 Sec) LAUNCH
• Accessing the resource management worksheet (1 min 55 Sec) LAUNCH
• Navigating the resource management worksheet (6 min 45 Sec) LAUNCH

Filtering the resource management worksheet

• Filtering the resource management worksheet - Introduction (4 min 15 Sec) LAUNCH
• Creating a resource management worksheet filter (6 min 45 Sec) LAUNCH
• Adding filter criteria for an entity to a filter (7 min 40 Sec) LAUNCH
• Editing a filter (1 min 45 Sec) LAUNCH
• Deleting a filter (1 min 15 Sec) LAUNCH

Resource management worksheet views

• Introduction to views (2 min 20 Sec) LAUNCH
• Creating a view (5 min 20 Sec) LAUNCH
• Previewing a new view (1 min 55 Sec) LAUNCH
• Setting up availability thresholds in a view (3 min 50 Sec) LAUNCH
• Setting the colour of demand items in a view (2 min 30 Sec) LAUNCH
• Editing a view (1 min 40 Sec) LAUNCH
• Deleting a view (1 min 30 Sec) LAUNCH

Resource management worksheet basics

• Expanding and collapsing groups (2 min 45 Sec) LAUNCH
• Viewing errors (1 min 45 Sec) LAUNCH
• Resizing and arranging columns (1 min 35 Sec) LAUNCH
• Selecting multiple rows (1 min 40 Sec) LAUNCH
• Sorting rows (1 min 20 Sec) LAUNCH
• Refreshing the worksheet (1 min 15 Sec) LAUNCH
• Printing the worksheet (1 min 30 Sec) LAUNCH
• Viewing an entity profile (1 min 25 Sec) LAUNCH
• Viewing and editing resource qualifications and functions (2 min 30 Sec) LAUNCH
• Exporting the worksheet to Microsoft Excel (1 min 55 Sec) LAUNCH

Editing data

• Editing data - Introduction (3 min 45 Sec) LAUNCH
• Changing the validation settings (1 min 45 Sec) LAUNCH
• Validating changes manually (2 min 15 Sec) LAUNCH
• Navigating daily or fiscal periods (2 min 20 Sec) LAUNCH
• Locking and unlocking rows (2 min 0 Sec) LAUNCH
• Deleting a demand item (2 min 30 Sec) LAUNCH
• Preventing time entry on a task assignment (2 min 0 Sec) LAUNCH
• Setting a task assignment to Completed (2 min 20 Sec) LAUNCH
• Discarding uncommitted changes (2 min 40 Sec) LAUNCH

Reassigning demand

• Reassigning demand - Introduction (1 min 40 Sec) LAUNCH
• Reassigning demand using drag and drop (6 min 25 Sec) LAUNCH
• Reassigning a demand item using the Reassign Demand Items dialog box (6 min 30 Sec) LAUNCH
• Displaying original values (1 min 20 Sec) LAUNCH
• Displaying availability based on committed demand only (1 min 20 Sec) LAUNCH
• Displaying availability based on demand for selected items only (1 min 20 Sec) LAUNCH
• Displaying actual hours (1 min 10 Sec) LAUNCH
• Displaying the original availability (1 min 25 Sec) LAUNCH
• Pinning rows (2 min 15 Sec) LAUNCH

Resource management scenarios

• Introduction to scenarios (1 min 44 Sec) LAUNCH
• Saving and displaying a scenario (3 min 25 Sec) LAUNCH
• Adding uncommitted changes to a scenario (2 min 10 Sec) LAUNCH
• Deleting a scenario (1 min 50 Sec) LAUNCH
• Using the resource management worksheet with a comparison scenario (3 min 40 Sec) LAUNCH

About saving (committing) changes

• Saving changes (3 min 10 Sec) LAUNCH

Resource requests

• Resource requests - Introduction (2 min 40 Sec) LAUNCH
• The Edit Resource Request dialog box (3 min 0 Sec) LAUNCH
• Viewing resource requests associated to a resource management scenario (2 min 0 Sec) LAUNCH
• Exempting resources from the resource request process (1 min 50 Sec) LAUNCH


This series of lessons introduces you to the features of the resource scheduling calendar in Changepoint.

Using the resource scheduling calendar

• Introduction (2 min 15 Sec) LAUNCH
• Accessing the resource scheduling calendar (2 min 20 Sec) LAUNCH
• Filtering resources in the resource scheduling calendar (1 min 30 Sec) LAUNCH
• Creating an appointment for a resource (2 min 35 Sec) LAUNCH
• Managing appointments in the personal calendars of resources (2 min 5 Sec) LAUNCH
• Viewing a resource profile from the resource scheduling calendar (2 min 15 Sec) LAUNCH
• Checking for resource capacity conflicts (2 min 30 Sec) LAUNCH