Resource Planning Portlets Set Up

The following table describes the tasks to set up the Resource Planning portlets:

Portlet	Task
Gantt Chart Portlet	Create a Project Schedule – Create a project plan to lay out the timeline for delivering the project. To create a project schedule, see Working with the Project Schedule. Create a Project Task or Milestone Task – A Gantt chart requires at least one milestone task or project task to display the data on the portlet. To create a project task, see Creating a Project Task Record. To create a milestone task, see Creating Milestone Tasks.
Resource Allocation Chart/Grid Portlet	Enable the Resource Allocations Feature – You must enable the Resource Allocations feature to install the Resource Allocation Chart/Grid SuiteApp. See Enabling Features. Install the RACG SuiteApp – Install the Resource Allocation Chart/Grid SuiteApp 2.0 to access the features and display the data specific to RACG. See Installing the Resource Allocation Chart/Grid SuiteApp. Grant New Custom Roles with Access to RACG. – After customizing a role to access the Resource Allocation Chart/Grid, an Administrator must also add these new roles to the script deployment. For more information, read Granting Custom Roles Access to Resource Allocation Chart/Grid. Run the Required Script – After granting access, you can proceed with running the PSA RACG SU Main script. See Running Scripts for Resource Allocation Chart/Grid.
Milestones Portlet	Create a Milestone Task – Create milestones to mark a significant progress toward the goal of the project. To create a milestone task, see Creating Milestone Tasks.
Timesheet Tracking Portlet	Enable the Required Feature – You must enable the Weekly Timesheets feature to view the data on the portlet. For more information, See Enabling Features.
Actual Hours vs. Planned Hours by Resources Portlet	Set Project Preferences – Check the Allow Time Entry and Create Planned Time Entries boxes on the Preferences subtab of the project record. Assign a Resource to a Project Task – Assign a resource to a project task to generate the planned time. For more information, see Assigning Project Resources. The Actual Hours data on the graph are shown after the project managers approve the timesheets submitted for the project.

Portlet

Task

Gantt Chart Portlet

Create a Project Schedule – Create a project plan to lay out the timeline for delivering the project. To create a project schedule, see Working with the Project Schedule.
Create a Project Task or Milestone Task – A Gantt chart requires at least one milestone task or project task to display the data on the portlet.

To create a project task, see Creating a Project Task Record.

To create a milestone task, see Creating Milestone Tasks.

Resource Allocation Chart/Grid Portlet

Enable the Resource Allocations Feature – You must enable the Resource Allocations feature to install the Resource Allocation Chart/Grid SuiteApp. See Enabling Features.
Install the RACG SuiteApp – Install the Resource Allocation Chart/Grid SuiteApp 2.0 to access the features and display the data specific to RACG. See Installing the Resource Allocation Chart/Grid SuiteApp.
Grant New Custom Roles with Access to RACG. – After customizing a role to access the Resource Allocation Chart/Grid, an Administrator must also add these new roles to the script deployment.

For more information, read Granting Custom Roles Access to Resource Allocation Chart/Grid.
Run the Required Script – After granting access, you can proceed with running the PSA RACG SU Main script. See Running Scripts for Resource Allocation Chart/Grid.

Milestones Portlet

Create a Milestone Task – Create milestones to mark a significant progress toward the goal of the project.

To create a milestone task, see Creating Milestone Tasks.

Timesheet Tracking Portlet

Enable the Required Feature – You must enable the Weekly Timesheets feature to view the data on the portlet. For more information, See Enabling Features.

Actual Hours vs. Planned Hours by Resources Portlet

Set Project Preferences – Check the Allow Time Entry and Create Planned Time Entries boxes on the Preferences subtab of the project record.
Assign a Resource to a Project Task – Assign a resource to a project task to generate the planned time. For more information, see Assigning Project Resources.

The Actual Hours data on the graph are shown after the project managers approve the timesheets submitted for the project.

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