Using the Planning attributes
Planning attributes are designed to define and work on attribute-based resource mapping in Resource Management and to generate labor costs for these resources in financials.
An attribute is a property or a characteristic defined as a resource or a task type, which is considered for attribute-based planning. These attributes can be used for resource management and financial planning.
After the planning attributes are identified, as an admin, you can create or edit planning attributes based on project requirements and metadata available from the resource table. Working on creating planning attributes involves identifying and defining the attributes to use for a project planning process.
| Role | Advantages |
|---|---|
| Resource Manager \(Resource Management\) | - Add any resources to a planning level. - Use the resource grid to plan any attribute or make the required detailed changes. - Allocate a heatmap to view and manage weekly or monthly allocation conflicts. |
| Project Manager \(Project Financials\) | - Attribute-based creation of labor costs based on the new Resource Management. - Automatically generate labor costs for the external resources. - View the labor costs by the expense type based on the tasks assigned to your resources. - View the financial forecasts for split up labor costs. |
The following attributes are enabled by default for attribute-based resource mapping and to generate labor costs using financials.
| Attribute name | Resource Management | Financials |
|---|---|---|
| Employee Type |
Yes|\[Omitted image "icon-check-mark-green.png"\] Alt text: Yes|
|Expense Type|
No.|\[Omitted image "icon-check-mark-green.png"\] Alt text: Yes|
|Group|
Yes|\[Omitted image "icon-error-red-x.png"\] Alt text: No|
|Role|
Yes|\[Omitted image "icon-check-mark-green.png"\] Alt text: Yes|
|Skill|
Yes|\[Omitted image "icon-error-red-x.png"\] Alt text: No|
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