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Configuring Resource Management Preferences

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The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Understanding Resource Management Preferences

As a system administrator you can configure the Resource Management Preferences for your system. 

The Resource Management preferences determine how user availability and FTE are calculated for the Resource Planner. (edit this when more functionality is added to this area)

For more information about calculating user availability, see "Calculating User and Role Availability in the Resource Planner."  

(the name of this article changed to this: "Calculating Hours and FTE for Users and Roles in the Resource Planner" - same link)

Configuring Resource Management Preferences

(edit this when more functionality is added to this area) 

  1. Navigate to the Setup area in your Global Navigation Bar.
    Short_setup_with_avatar_-_Jackie_Simms_copy.png
  2. Click Resource Management.
  3. Select to calculate the availability of users in Workfront using one of the following methods:
    • The Default Schedule: Workfront uses the Default Schedule of the system and the individual FTE of the user to calculate the Available Hours of the user in the Resource Planner.
      For more information about schedules, see "Creating Schedules."
      For more information about the value of the user FTE, see "Editing User Accounts."
      The Available Hours for the user are calculated by this formula:
      User Available Hours = Default Schedule Hours * User FTE value
      For example, if the Default Schedule is 40 hours a week and the FTE in the profile of the user is 0.5, the user is available to work for 20 hours a week. 
    • The User's Schedule:Workfront uses the Default Schedule of the system and the schedule of the user to calculate the Available FTE value of the user in the Resource Planner. The value of the FTE of the user is ignored. This is the default setting.
      For more information about how user availability and FTE are calculated for the Resource Planner, see "Calculating User and Role Availability in the Resource Planner."
      The Available FTE for the user is calculated by this formula:
      User Available FTE = Hours from the Schedule of the User/ Default Schedule Hours
      For example, if the Default Schedule is 40 hours a week and the schedule of the user is 30 hours a week, the FTE of the user is 0.75. 
      Res_management_user_s_schedule.png
  4. Click Save
    NOTE Because this is a global setting, this selection affects all the calculations for the entire system, for all users, in the Resource Planners of all Resource Managers, and for all Resource Pools. 

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KEEP THIS:

Linked to lots of articles for resource planning.

LINKED TO CONTEXT SENSITIVE HELP - DO NOT CHANGE OR REMOVE! 

Edit the first part, once they add more settings in the Res Management Preferences - right now, only the FTE calculation is there, but there will be more settings added.