Resource Pool Manger

Opening the Resource Pool Manager

Select Tools->Resource Editor and the Resource Pool Manager will be presented. The Resource Pool Editor allows you to create and manage the entries and attributes of the resources that are contributing to your project.

Resource may be either people, materials (expendable), or equipment.

The one shown already has a few resources in place - yours will be blank when first opened.

Resource Pool Manager Properties

Name    A resource name    Text describing a resource.

Short name    Letters and number.    Initials, nick name, or some other identifier for the resource.

Type    People, equipment, material    Resource classification.

Email    Resource email address    An email address for the resource of the form Someone@somewhere.com.

Max. Units    A percentage    The percentage of the total time available from this resource that may be applied to this project.

Std. Rate    Monetary units    The standard daily rate applicable to this resource.

Ovt. Rate    Monetary units    The overtime daily rate applicable to this resource.

Cost/Use    Monetary units    A fixed daily cost associated with each use of this resource.

Accrue At    When should the income for this resource be taken.
Start: income taken when the task is begun.
End: income taken when the task is complete.
Prorated: income is taken as the task proceeds. (i.e., 25% payment when the task is 25% complete).

Note    Information further describing the resource.

If you are using SharedPlan Pro and have a SharedPlan Central account with resources and resource packages created the Import... and Import Package... buttons will all you to load them into your project.