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Resource Plan View (Resource Engagements) RRS feed

  • Question

  • We are running into an issue when trying to work with Resource Engagements. When we select the Resource Plan view, we are seeing ALL the work that has been assigned to the resource (across all projects), which is more information than what is needed. What we want to know is, if we have a Generic Resource (resource settings are Default Booking Type = "Proposed" and "Requires Approval for All Project Assignments" is checked) and add the resource to the Project for 160 hours worth of work.

    When we go to the Resource Plan view, we see "Work" for 586 hours (work across all Project that has the Generic Resource) and Proposed Work is NULL. Why would I just not see the 160 hours for this Project in order to properly complete the Resource Engagement form.

    Thanks in advance!

    Tuesday, August 28, 2018 10:42 PM

All replies

  • Hi,

    you will always see work across other projects

    • for projects, you are allowed to open and
    • if you activate "Load Summary Resource Assignments" - what is selected by default in Profile selection dialog after starting Project. If you don't see this selection, go to File - Info - Manage Accounts. Select "Choose an account" and restart Project.

    If you only want to see work of current project, you need to disable "Load Summary Resource Assignments" on start.

    Regards
    Barbara

    Wednesday, August 29, 2018 10:07 AM
    Moderator