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Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

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Page 1: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the
Page 2: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Agenda

• Key information needed for Resource Management

• Review of all Resource Management related reporting that is included in

BrightWork

• Deep dive into the Usage Report and Over Allocation Alerts

• Configuration of the Usage Report to demonstrate resource usage and

over allocation information via the Reporter Web Part.

Please use the Question Pane in GoToWebinar to ask questions throughout the webinar!

Page 3: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Key Information for Resource

Management

Page 4: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Key Information

• By Project

• By Function

• 6-8 Week look ahead

• Over Allocations and Conflicts

Page 5: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Resource Reporting

in BrightWork

Page 6: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

What is Already There?

Page 7: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Work Reports

Assignment based List Reports

Page 8: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Resource Usage

Work allocation across time

Page 9: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Resource Over

Allocation Alerts

Page 10: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Resource Allocation Alerts

Reporting over allocations

Page 11: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Configuring Resource

Usage Reports

Page 12: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

Resource Report Settings

Configuration

Page 13: Agenda€¦ · Agenda •Key information needed for Resource Management •Review of all Resource Management related reporting that is included in BrightWork •Deep dive into the

DEMO

Please use the Question Pane in GoToWebinar to ask questions throughout the webinar!