Editing permanent resource properties

To edit a permanent resource's properties:

Right-click the permanent resource in Library Explorer then select Properties. The Permanent Resource Properties dialog appears.

This dialog may or may not display a number of tabs that contain advanced functionality. Click More >>> to display all of this dialog's tabs, or click Less <<< to hide the advanced tabs from view.
In the Names group on the Details tab enter name(s) and an email address for the permanent resource in the appropriate boxes.
From the Attributes group, select the resource's calendar, which defines the days and time on which the resource is available to work on the project. You can edit the selected calendar by clicking Properties.
In the Availability - Resource field, enter the total number of the resource that is available. For multi-skilled resources, enter the total availability of the resource under all of their skills.
For multi-skilled resources, in the Availability - Skill field, enter the number or proportion of the resource that is available under the currently-selected skill.
If the resource is only available after or before a particular date and time, enter the date(s) and time(s) in the Available from and to fields.
You can use the Not available for new assignments check box to prevent the permanent resource from being assigned to any tasks and to prevent an empty row being displayed for the resource in RBS views when the Show empty RBS/CBS lines check box is selected on the Allocations tab of the Format Bar Chart dialog. It is good practice to select this check box for permanent resources that are no longer actively engaged in your projects.
The controls in the Appearance group determine the foreground colour, background colour, pattern and line style of the resource as used in allocation bars and histograms. Drop down these controls to change each attribute in turn. If the resource has more than one skill, additional Skill Appearance controls are available so that you can set up an appearance for the resource in its current skill. The skill appearance is initially set to the resource appearance. To set up an appearance for the resource in another skill, you can select the skill under which you want to edit the permanent resource using the skill selector at the bottom of the dialog. You can then specify a different appearance for the resource in each skill.

By default, the outline style you select applies only to line-style histogram graphs that use the resource appearance. If you want the outline style to apply to the resource's allocations, select the Use Line Style On Allocations column check box against the resource in Library Explorer.

Click the Roll-ups button to access a dialog that displays information about the roll-up values of this resource and any subordinate resources in the hierarchy.

Click the Levelling button to access a dialog on which you can specify how resource levelling affects allocations of the selected resource. Select the Can be delayed, Can be split and Can be stretched check boxes to allow the resource allocation to be delayed, split or stretched by resource levelling.
Set up the default resource cost by assigning cost and income rates on the Cost/Income tab.
On the Assignment tab, set up the default allocation for this resource. After you have assigned the resource to tasks, you can edit this information for specific resource allocations.
Select the Use task calendar check box to make the resource use the calendar of the task to which it is assigned, rather than its own calendar. When this box is cleared the resource uses its own calendar; if the resource is assigned as a modelled allocation, this can affect the task duration.
Select the May be shorter than task check box to allow this resource's allocations to be shorter than the tasks to which they are assigned, leaving part of the task unallocated, or clear the check box to force the allocations to set the finish date of the task.
With the Allocate proportionally check box selected, when you assign a modelled resource to a task, the resource allocation is calculated so that it is the same duration as the task. When this option is cleared, if the allocation's calculated parameter is Duration, then the task duration is determined by the resource allocation (this option may not work correctly if the allocation's calculated parameter is anything other than Duration).
Select the Share effort check box for Effort on Allocation resources for which Duration is the calculated parameter if you want task effort to be shared between resources at the point at which they are assigned to the task.
Select the Lead resource check box to specify that the resource should be considered the lead resource when it is assigned to tasks. If you select this check box, the Lead resource check box will be selected by default on the Details tab of the allocation's properties dialog and tasks to which this resource is assigned will be displayed with the same appearance as this resource, if you choose to colour tasks according to the appearance of their lead resource.
For Work From Task modelled permanent resources, if you assign more than one permanent resource to a task, each resource is normally considered to be working on the task on its own, and the calculated parameter - for example the duration - is calculated from the allocation with the slowest work rate. This suits situations where a number of different resources - for example a Plasterer and a Plumber - work on the same task. If you have more than one allocation of the same type of resource working together to complete a task - for example, two roofers working together to tile a roof - select the Combine work rate check box to specify that their work rates should be combined, rather than considered separately.
Select the Accounted for elsewhere check box to exclude this resource's completed costs from any task cost calculations, including roll-up costs on parent tasks. You might want to enable this if you intend to represent the task's cost with a direct cost allocation rather than monitoring the costs of individual resources.
In the Nonlinearity group, specify whether the effort and allocation values of allocations of the resource should be linear or nonlinear:
- Click the Linear radio button to specify that allocations of the resource should be flat - linear - ie that allocation and effort values should remain constant throughout the duration of the resource's allocations.
- Click the Profile radio button to specify that allocation and effort values for allocations of the resource are not constant throughout the duration of the allocations, but are calculated using an individual profile that is built up using the values that you enter in the grid on the Nonlinear Allocation tab of the Permanent Allocation Properties dialog.
- Click the Resource curve radio button and select a resource curve in the field to the right of the radio button to specify that the allocation and effort values for allocations of the resource should be calculated using a resource curve. You can use resource curves to represent resource allocations in which - for example - the effort or quantity is greater at the start or end of an allocation, or peaks in the middle of an allocation.
For each resource, you can specify a milestone appearance to apply by default to zero duration allocations - ie milestones. You may want to apply a different milestone appearance to each resource to help differentiate between the zero duration allocations of different resources. Select the shape to apply to zero duration allocations of the resource by default in the Zero duration appearance field.
On the Codes tab, specify the codes that you want to assign to allocations of the resource by default.
On the Standard Work tab, assign standard work to the resource if required. Standard work is time during which the resource is not available to work on a project.