This is a batch operation reporting actual usage entries of project activity resources (such as personnel, assets etc.) daily. It is located under the Operations menu of Project Management module.
You can set filters to designate planned and actual resource usage entries of the required project or resources.
The filter options are:
Date Range | Start - End Date |
Project Status | All / Draft / Approved / Started / Stopped / Completed |
Project Code | Group / Range |
Project Description | Group / Range |
Resources | Employee / Asset / Outsourced Employee / Outsourced Asset / Temporary Employee / Temporary Asset |
Employee No | Group / Range |
Employee Name | Group / Range |
Employee Surname | Group / Range |
Fixed Asset Code | Group / Range |
Fixed Asset Description | Group / Range |
Outsourced Employee Code | Group / Range |
Outsourced Employee Name | Group / Range |
Outsourced Asset Code | Group / Range |
Outsourced Asset Description | Group / Range |
Temporary Employee Code | Group / Range |
Temporary Employee Name | Group / Range |
Temporary Asset Code | Group / Range |
Temporary Asset Description | Group / Range |
Resource Usage Entry | All / Actual / Planned |
Listing Method | By Resources / By Activities |
After applying the filters, Batch Resource Usage Entry window opens with two panes. Resources are listed on the left based on your selection in Listing Method filter. If you select "By Activities" in filter line, it lists project and activities primarily and Resources secondarily. If you select "By Resources" in filter line, it lists resources primarily and the related project and activities secondarily.
Records are listed on the right pane based on your selection in Resource Usage Entry filter. This filter determines the type of resource usage entry. If you select "All", both planned and actual resources and activities are listed. If you select "Planned", program lists activity resources for which planned value entry can be made in line with the activity status.
Activity statuses that will be checked are as below:
If status is Started, you can enter actual resource usage quantity.
If status is Completed, you can enter actual resource usage quantity.
If status is Stopped, you can enter actual resource usage quantity.
If status is Cancelled, you cannot make any entries.
After making entries for each resource, click Apply to apply changes.