Effort Management

To enter effort details for an element, follow the steps below:

1. Select the element in the Project Browser.
2. Select the View | Other Element Tools | Project Management menu option. The Project Management window displays, showing the Resource Allocation tab.
3. Click on the Effort tab.
4. Click on the New icon on the Project Management window toolbar.
    
   
    

The Effort tab enables you to enter the following data:

• A name for the effort (short description)
• The type of effort (click on the drop-down arrow and select, or type the name in; typed names are not added to the global effort type list)
• The time the effort will expend
• Some notes on the effort (this text is also displayed in the Notes window; it cannot be edited in that window).

To edit existing Effort items for this element, click on the required item in the:

• list panel to the left of the window, in Item mode
• list, in List mode, or
• Project Management folder in the Element Browser window; if this window is not displayed, click on the icon in the Project Management window toolbar. Effort item icons have an E in the bottom right corner.

To change the element to which to assign effort, select the required element in the Project Browser.