Help ELMA Projects+

Project Resources

Project resources – are human, technical and material resources, used when executing project tasks, which allows achieving the project goals.

These are the resource types in ELMA:

Human resources – are ELMA users and other employees, involved in the project. You can select a personal calendar for each human resource;
Technical resources – e.g. equipment, involved in the project;
Material resources – expendable materials, involved in the project.

Resources can be used correctly, only if you fill in the required objects (Material Resource, Technical Resource, Human Resource), in Objects – Projects+. The system administrator assigns access to objects in Administration – Users – Access Settings – Global Access Settings – ELMA Designer – Access to all objects.

To monitor resource workload in ELMA, you can user the resource optimizer. To learn more about it, see the respective Help page.

Working with resources

After filling in the required resource objects, you can add resources to tasks.

To add a resource to a task, use the dialog box for creating and editing project plan tasks.

To add a human, technical or material resource, click Resources in the toolbar of the task creation or editing form (fig. 1).

Fig. 1. Dialog box for creating a task. Resources button

After that, you will see a window with three tabs: Human Resources, Technical Resources, and Material Resources (fig. 2),

Fig. 2. Resources window. Human Resources

All the added resources are displayed as a table. The table columns depend on the selected resource type.

To add a new resource, click Add Resource (fig. 2), and in the opened dialog box (fig. 3 – 5), fill in the required fields and click Add. Ti cancel this action, click Cancel.

To edit an entry, click

next to it (fig. 2).

To delete an entry, click

(fig. 2). In the opened dialog box, confirm deleting.

Human resources

You can add human resources to a task.

When adding a human resource, select a resource and specify its workload (fig. 3).

Fig. 3. Adding a human resource

You can select only human resources in this window.

If an Executor is not specified for a task, and the option Add human resources to task executors/co-executors option is enabled in the ELMA Projects+ settings, then the human resource you add to the task will be assigned the task executor.

The added human resources are displayed as a table with two columns (fig. 2):

After adding a human resource, check the box next to the one you want to assign the task executor (fig. 2). All the other human resources will be automatically moved to co-executors. As the task executor, you can select only one human resource, which is not a task co-executor.

Technical resources

You can add technical resources to a task.

When adding a technical resource, select a resource and specify its workload (fig. 4)

Fig. 4. Adding a technical resource

You can select only technical resources in this window.

The added technical resources are displayed as a table with two columns (fig. 2):

Name;
Workload.

Fig. 5. Resources window. Technical resources

Material resources

You can add material resources to a task.

When adding a material resource, select a resource and specify the quantity (fig. 4)

Fig. 6. Adding a material resource

You can select only material resources in this window.

The added material resources are displayed as a table with two columns (fig. 2):

Name;
Quantity.

Fig. 7. Resources window. Technical resources