Configure resources

To get started with Resource management, you will need to enter some resources first. Go to the navigation pane and click Resource list.

Portfoleon will show a spreadsheet where you can enter your Organization resources. You have to have an Edit right in the organization to be able to enter resources.

Resource spreadsheet has the following information:

ColumnMeaning
CodeAny arbitrary code you can assign to your resource.
NameYour resource name. In most companies, the Resources function will be used to manage human resources, in this case this will be the name of a person.
FTE %Availability of your resource expressed in percent of Full time equivalent.
Starts onDate when your resource is first available. Capacity of the resource before that date will be counted as 0.
Stops onDate when your resource is last available. Capacity of the resource after that date will be counted as 0.
RolesRoles that your resource can take. To set up the role list click the Roles button on top.
LocationThe location of your resource. To set up the location list click the Locations button on top.
TeamThe team of your resource. To set up the team list click the Teams button on top.
EmailIf your resource has an email you can specify it here. Some automation rules may use this email to send notifications to your resource.
Linked userFor human resources who are also users of Portfoleon you can specify the link here. This link will help with filtering and time tracking.
ManagerIf your resource has a manager who is a user of Portfoleon you can specify the manager user here. This link will help with filtering and time tracking.
SlotsThis column will display all the budget slots your resource is assigned to. This column is read-only. You can edit budget assignments using the Assignments button on top.
Gaps?If your resource is assigned to budget slot(s), this column will show if there are any gaps in assignment.This column is read-only.
Overload?If your resource is assigned to budget slot(s), this column will show if there is any overassignment.This column is read-only.
EnabledThis column will show whether the resource is enabled.