Moving from Legacy Resource Center to New Resource Center

Overview

The Resource Center interface gives you a comprehensive overview of resources, project timelines, planned and projected budgets, and team member information—including skills, roles, and allocated hours—across all projects that you have access to see. All of this helps you easily staff projects, keep an eye on budgets in real-time, and shift resources around as needed.

Within the legacy tabs, you are limited to a few pieces of static information to help inform these decisions.

Similar to the new Resource Center tabs, this page is divided into two sections:

• The Team Member or Projects list on the left
• The timeline on the right

The functionality of the list and the timeline vary slightly depending on which tab you've selected.

When initially collapsed, each row in the list provides a quick summary of project, resource, and allocation information. Each row can be expanded to see additional information, such as the individual projects that resources are allocated to or scheduled on, whether resources are over- or under-allocated, and the individual tasks that resources are assigned to.

Team Member and Projects List

The lists displays resource, project, and task information in collapsed rows by default—with only the primary rows visible. The order in which these different types of rows appear depends on if you are in the Team Members tab or Projects tab, displaying either resources or projects at the top level. The task row is always the third-level row.

By default, the Resource Center hides resources (in the Projects tab) and projects (in the Team Members tab) when they do not have assignments, allocated hours, or scheduled hours. Applying specific filters may completely prevent some top-level rows from displaying while hiding some secondary or tertiary rows. For more information on how filters affect what displays in the Resource Center, see Resource Center Filters.

When rows are hidden, you can click Show to reveal the hidden information and then click Hide when you are finished reviewing the hidden rows.

Timeline

The timeline in the new Resource Center tabs contains all the same functionality as the legacy tabs, however, there is additional functionality available in the new tabs and there are some slight color differences.

In the legacy tabs, each bar in the task row is a visual representation of how many hours per day each resource is scheduled to work on a given task in a project. The color of each bar corresponds to the project color. If project color is not activated for your account, the bars are blue.

The information displayed on the timeline is largely determined by the Display Preferences accessible from the Actions(“   ”) menu located to the right of the calendar controls. The Hours View Preference section gives you three choices for viewing the timeline:

Red-highlighted cells quickly show you when someone is:

• Overallocated—In the Allocated Hours and Compare Scheduled vs. Allocated views, the red highlighting indicates that a resource has allocation hours assigned to them that are higher than the number of hours they are allotted to work in a day, week, or month based on their workweek hours.
• Overscheduled—In the Scheduled Hours and Compare Scheduled vs. Allocated views, the red highlighting indicates that a resource has scheduled hours assigned to them that are higher than the number of hours they are allotted to work in a day, week, or month based on their workweek hours.

In the Team Members tab, there is only red highlighting if the hours exceed the maximum number allowed in the selected time period. For example, 45 hours in a week where a resource has a 40-hour workweek when the Week view is selected.

In the Projects tab, there is red highlighting if the hours exceed the maximum for the currently selected time period view or lower. For example, 12 hours in a day where a resource has an 8-hour workday whether the Day, Week, or Month view is currently selected.

Differences between the Legacy Tabs and the New Tabs

In addition to an updated look and a more flexible, customizable resourcing experience, the new Projects tab gives you access to new tools and features that are not available in the legacy tab. Below is a comparison of the differences between the new and old layout to familiarize yourself with the new page and help you learn how to complete the actions you normally would.

Static List vs. Customizable List

In the legacy tabs, the Projects and Team Members lists are small—with no way to adjust the size—and contain static information that always appears at the project, resource, and task level.

In the new tabs, you can choose what information is important to each unique view by doing the following:

• Adding and removing columns in each view
• Including information from custom fields for users, resources, or projects
• Including new columns that are not available in the legacy tabs like Future Scheduled Hours, Future Allocated Hours, Request Status, EAC (Projects tab only), a project’s Start Date and Due Date (Projects tab only), and the Provider Lead (Projects tab only
• Setting up different views for unique processes that showcases important information for that particular view
• Resizing the list side of the page to show more of the columns or of the hours on the timeline

Hours Display

In the legacy tabs, the hours in each row are rounded to the nearest hour—due to space constraints.

In the new tabs, you can see the exact breakdown of hours and minutes for all hour types.

More Visual Context

The new tabs include additional icons that help you quickly identify row types:

• Project rows are marked with a Folder(“   ”) icon.
• Secondary rows—the resource row in the Projects tab and the project row in the Team Members tab—have a unique Expand(“   ”) icon and a profile picture.

Maximum Display of Tasks, Projects, and Resources

In the legacy tabs, you can view a maximum of 100 tasks, projects, and resources per page and information is hidden based on filter criteria.

In the new tabs, you are no longer limited to 100 rows. You can load a maximum of 50 resources, projects, or tasks on a page by default to improve speed, then you can then drill into a specific resource or project, loading more rows in increments of 100.

Display Order

In the legacy tabs, projects and resources are ordered alphabetically, with unnamed resources always appearing before named resources.

In the new tab, you can choose how information should be sorted in each view based on the column sorting applied for the resource, project, and task rows. The default sorting behavior for the new tabs vary based on the selected tab:

• Team Members— Named and unnamed resources are sorted alphabetically, projects are sorted by the number of future allocated hours or future scheduled hours (depending on your selected display preference), and tasks are sorted alphabetically.
• Projects—Projects, resources, and tasks are sorted alphabetically—with unnamed resources appearing before named resources within projects. You can choose how information should be sorted in each view based on the column sorting applied for the resource, project, and task rows.

Hiding Resources without Future Hours

In the legacy tabs, you can show all or hide some of a resource’s assigned projects—with projects being automatically hidden when they had no future allocations or didn’t match filter criteria.

In the new tabs, you can sort your projects and resources by future allocated hours—or future scheduled hours if you have Scheduled Hours selected as your Hours View Preference in display preferences—to move these resources and projects further down instead of being hidden.

If you like the experience of automatically hiding projects and resources that don’t have future hours, you can replicate this behavior using the Remaining Hours filter.

Filters

All filters available in the legacy tabs are available in the new tabs. The new Team Members tab has additional filters available.

The Remaining Hours filter can hide projects and resources that don’t have future hours, which includes any hours assigned on the current day. Specify if these future hours need to be Soft Allocations, Hard Allocations, or Scheduled Hours. You can also decide if you want projects to appear when a resource has All of the selected hour types in the future or if they are assigned Any of the selected hour types in the future.

The Out of Office filter allows you to quickly see only named resources that have holidays or scheduled time off on their calendars in the selected time frame. You can select a specific number of the next few weeks or choose a specific timeframe of workweeks to include.

Saved Views

The functionality of Saved Views is the same in both the legacy and new tabs, and any views you created previously will be available in the new tabs.

In addition to saving filter selections and the columns that appear, each individual view in the Resource Center now also includes:

• The width of individual columns
• The width of the list side of the Resource Center.
• The order of columns
• Column sorting selections for project, resource, and task rows.
• User and resource custom fields that have been added as columns.
• Available on October 14: Project custom fields that have been added as columns—in the Projects tab only

List Actions

The actions that you can perform from the list are the same. For example, in both legacy and new tabs, you can:

• A–Access all More(“   ”) menu options.
• B–Expand all rows from the top of the list.
• C–Add people to projects.
• D–View other assignees on tasks.
• E–Show all or hide some of a resource’s assigned projects—with projects being automatically hidden when they have no future allocations or don’t match filter criteria.
• F–Edit resource estimated hours.

Refer to the image below to see where to access these actions in the legacy tabs.

Refer to the image below to see where to access these actions in the new Team Members tab.

Refer to the image below to see where to access these actions in the new Projects tab.

Side Panels

In the legacy tab, you have access to the following side panels within Resource Center:

• User side panel—To access, click the name of a user in the Team Members tab. The User side panel is not accessible in the legacy Projects tab.
• Resource side panel—To access, click the resource label of an unnamed resource in both tabs or the name of a user in the Projects tab.
• Project side panel—To access, click the Side Panel(“   ”) icon in the project row.

Additionally, you can click the task name in the task row to open the Task side panel in Task Tracker in a new tab. When you click the project name in the project row, a new tab will open with the project’s Resourcing tab.

In the new Team Members tab, you have access to the following side panels:

• User side panel—Click the Side Panel(“   ”) icon in the actions column of the team member row for a named resource.
  
• Resource side panel—Click the Side Panel(“   ”) icon in the actions column of the project row for named and unnamed resources.
  
• Project side panel—Click the project name in the Project column in the project row. You can still navigate to the full project page via a Go to Project link in the Project side panel's header.
  
• Task side panel—Click the Side Panel(“   ”) icon in the actions column of the task row.
  

In the new Projects tab, you have access to the following side panels:

• User side panel—Click the name of a named resource.
  
• Resource side panel—Click the Side Panel(“   ”) icon in the actions column of the resource row for named and unnamed resources.
  
• Project side panel—Click the project name in the Project column. You can still navigate to the full project page via a Go to Project link in the panel's header.
  
• Task side panel—In the task row, click the Side Panel(“   ”) icon in the actions column of the task row.
  

Resource Requests

In the legacy tabs, you can only see when Resource Requests are submitted, indicated by an Envelope(“   ”) icon.

The new tabs feature a dedicated Request Status column where you can view all statuses, such as Approved, Submitted, Rejected, or Cancelled. The Approved status only appears for named resources, which means you can see which named resources were staffed via a resource request instead of being directly added to a project by an approver without a resource request being submitted.

Allocating Resources

When Resource Requests are not activated, an Add Member(“   ”) icon appears in the legacy tab allowing you to replace an unnamed resource with a named resource. This action can also be completed by opening the Resource side panel.

In the new tab, you can simply open the Resource side panel to convert an unnamed resource to a named resource when Resource Requests are not activated.

Team Builder

In the Legacy tabs, the Team Builder(“   ”) icon always appeared on the right side of the list—only appearing for unnamed resources in the secondary row in the Team Members tab and appearing in the top-level row in the Projects tab.

In the new Team Members tab, the Team Builder(“   ”) icon still only appears for unnamed resources in the secondary row.

In the new Projects tab, Team Builder can be accessed when the Resources column is visible by clicking the Team Builder(“   ”) icon. You can also choose where in the row you want this column to appear. By default, it appears to the right of the Project column.

Time Off and Holidays

In the legacy Team Members tab, a dedicated row appears just above a resource’s projects when the resource row is expanded to show when time off is scheduled. If time off exists, it is indicated within the affected date range with a triangle in the upper-left corner of the resource row and the amount of time off appears below it in the dedicated Time Off row. Holidays do not appear on the timeline, but any non-working day—due to holidays, time off, or workweek schedule—is indicated with diagonal, gray striping across the day.

In the new Team Members tab, non-working days are still indicated with diagonal, gray striping across the day. Both Time Off(“   ”) and Holiday(“   ”) icons appear in-line with the project row column header, with a dark amber line appearing at the bottom of the allocations row, top of the scheduled hours row, or between the two hours in the respective hours display preference that is selected.

Timeline Colors

In the legacy tabs, allocations and scheduled hours appear differently depending on your selected hours view preference and which tab you are viewing. See the timeline information above for details on timeline appearance.

Like the legacy tab, the new Projects tab matches the project colors for allocated and scheduled hours bars on the timeline, with blue being the default color if project colors aren’t activated in the account settings.

The new Team Members tab behaves the following way based on your selected hours view preference:

• Allocated Hours—The top-level row is bluish-gray, with the shading of each bar getting darker as the total allocated time for the resource increases. Once overallocated, the bar changes to a light pink color in the top-level row only. The project and task rows match the project colors for allocated hours.
  
• Scheduled Hours—The top-level row is bluish-gray with a purple line on the top, with the shading of each bar getting darker as the total allocated time for the resource increases. Once overallocated, the bar changes to a light pink color with a red line on the top in the top-level row only. The project and task rows match the project colors for allocated hours.
  
• Compare Scheduled vs. Allocated—The top-level row is split with allocations on top and scheduled hours on the bottom. Allocations are indicated by a bluish-gray bar, with shading that gets darker as the total allocated time for the resource increases. Scheduled hours are indicated by a purple line at the top of the scheduled hours section. Once overallocated, the allocations bar on top changes to a light pink color in the top-level row only. Once overscheduled, the scheduled hours line on bottom changes to a red line in the top-level row only.