Resource Project Load
The Resource Project Load page displays a Resource's Norm Time Capacity and how many hours the Resource has been budgeted on Projects. The hours are identified in 2 ways:
- Hours budgeted on Projects with a Status of ‘Order’ (Hours Order)
- Hours budgeted to Projects with a Status of‘Quote’ (Hours Quote).
The report shows the number of hours remaining for a Resource for new Assignments (‘Net Customer Hours 1’ and ‘Net Customer Hours 2’).
This is an administrative tool that provides an overview of the following:
- Total Capacity (number of Hours for the Resource for the period of time selected for the Project Load report).
- Amount of Time spent on Customer Projects.
- Number of Hours for the Resource in a Sales Quote.
- Number of Hours for the Resource in a Sales Order.
- Total Hours booked.
Use the first set of filters at the top of the page to select the Budget Versions, the Type of Projects, and whether the results should show Active or Non-Active Budget Versions.
The second set of filters at the top of the page are related to Departments, Resources/Resource Groups and Dates.
| Field Name | Description |
|---|---|
| Quote Budget Version |
Specifies, if a Quote Budget Version is entered, to filter results based on that Quote Budget Version. |
| No. | Specifies the Number of the Resource Project Load. |
| Open Budget Version | Specifies, if an Open Budget Version is selected, to filter results based on that Open budget version. |
| Internal Customer Filter | Specifies, if the results should be Projects that are Internal, Customer or Internal and Customer. |
| Active Budget Version filter | Specifies, if Yes, to filter results to Active Versions, if No, results are for all Budget Versions. |
| Global Dimension 1 Filter | Specifies, if a Global Dimension 1 Code is selected, to filter results based on that value. |
| Resource Group Filter | Specifies, if a Resource Group is selected, to filter results based on that Resource Group Number. |
| Start Date | Specifies the beginning Date for filtering the Resource Project Load. |
| End Date | Specifies the last Date for filtering the Resource Project Load. |
| Show Group Results | Specifies, if selected (true), to include the total hours for each Resource Group. |
Resource Project Load Lines Subform
| Field Name | Description |
|---|---|
| Type |
Specifies if the line is for a Resource or a Resource Group, if “Show Group Results” is selected. |
| No. | Specifies the Resource or Resource Group number, if “Show Group Results” is selected. |
| Project No. | Specifies the Project Number to which the Hours Order or Quote have been assigned. |
| Norm Time | Specifies the Capacity or total hours that a Resource can be budgeted within the time period chosen. If no date filter is selected, the total time will be the Capacity generated for the period selected when the Update Capacity function was processed. |
| Hours Order | Specifies how many hours the Resource is budgeted on Projects that have an ‘Order’ status. |
| Net Norm Time 1 | Specifies the net hours that are left after deducting Hours Order from Norm Time. |
| Hours Quote | Specifies how many hours the Resource is budgeted on Projects that have a Quote’ status. |
| Net Norm Time 2 | Specifies the net hours that are left after deducting Hours Quote from Net Norm Time. |
| Customer Hours | Specifies the how many hours the Resource is forecasted to use on related activities from posted Forecast Journal Entries. This is the sum of the Client Total (Base) field posted to Forecast Journal batches for the Resource and time period. |
| Net Customer Hours 1 | Specifies how many hours the Resource has left after deducting Hours Order from Customer Hours. |
| Net Customer Hours 2 | Specifies how many hours the Resource has left after deducting Hours Orders and Hours Quote from Customer Hours. |
