Video - InEight Schedule
Managing Resources

TRANSCRIPT

In this video, we'll show you how to manage resources in an Age Schedule.

You'll learn how to add resources to your schedule, assign them to activities, and adjust resource units to align them with your project requirements. Let's

Adding Resources to Your Project

start by adding resources to your project. From the plan view, open schedule configuration, then move to the resources tab.

If you already have resources created in the knowledge base in Innate Schedule, you can import them with only a few clicks.

First, click the import resources icon.

In the import window, select knowledge base as your source.

Now choose the resources you want to bring into your project and click import.

The selected resources are now available for assignment.

Assigning Resources to Activities

Next, let's assign resources to activities.

In plan view, select the activity you want to assign a resource to.

Open the Iris panel, then choose resource assignments, and click modify.

In the resource assignments window, select a resource from the list.

Click the right arrow or simply double click the resource to assign it.

You can also use the search bar to quickly find resources.

If you can't find a resource you need, you can add it.

Click add new resource, and fill in the resource details, including the resource ID, name, category, default units per day, cost per unit, and select a color to represent the resource.

Once a resource is assigned,

you can fine tune its details.

Fine-Tuning Resource Details

Here, you can adjust fields like units per day, cost per unit, full time equivalent quantity, or the overall plan.

These adjustments help ensure your resource planning aligns with your project scope and timeline.

To add more detail to the activity, you can reuse a resource and update fields like cost, if you've got workers on different rates working on the same task.

Removing Resources from Your Schedule

At any stage, you can remove a resource by clicking the x icon here.

Bonus Tips for Efficient Resource Management

Here's a bonus tip. Use the fill down function to apply resources across multiple activities. Select a summary level planning package, click the Actions menu, and choose Fill Down.

You can fill down resources, calendars, or codes, saving time and assuring consistency.

You've now learned how to add resources, assign them to activities, and adjust their units in InEight Schedule. Thanks for watching, and happy scheduling.