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To create new Resources select the RESOURCE Mode. To do this choose ENTERPRISE, RESOURCES
A blank resource selection box will be displayed as shown in the graphic below. Select the ADD button on the right of the screen. After selecting the ADD button a display will ask to change the view to all resources. Select OK.
Enterprise Resources (Dictionary) – Creating Resources in the CPM Schedule ‐ (continued)
After selecting OK to display all resources several New Resource Wizard Dialog boxes will appear. The first dialog box will appear prompting the Resource ID box as well as the Resource Name box. Use the names posted below and Select NEXT.
After selecting NEXT, the following dialog box asking to select a resource type. Select LABOR and Select NEXT.
00/hr Make sure this is Unchecked 3 . Select FINISH In the Resources mode. click the DETAILS tab in the Activities Detail window.Enterprise Resources (Dictionary) – Creating Resources in the CPM Schedule ‐ (continued) The last screen is prompting for Units/Times and Prices. See graphic below. Make sure this is set at 0. Make sure that the CALCULATE COSTS FROM UNITS is unchecked. Change the Price/Unit to $0/h as well as the Default Units/Time and Max Units/Time. See graphic below.
And in the Resource tab make sure that the DRIVE ACTIVITY BY DEFAULT selection is checked in the Assignent Defaults section shown in the graphic on the bottom right. make sure the settings for the RESOURCE ASSIGNMENTS section are shown as displayed in the graphic below on the left.Enterprise Resources (Dictionary) – Creating Resources in the CPM Schedule ‐ (continued) Switch to the PROJECT mode. Verify your settings BEFORE you start loading any man hours or cost Under the Calculations tab. Verify your settings BEFORE loading any man hours or cost 4 . select the CALCULATIONS tab and then make sure the RESET ORIGINAL DURATION and UNITS to REMAINING button is checked. Important Note: If the other selection is checked the durations will be zeroed out when attempting to put resources against an activity.
Choose PROJECT. 5 . Select RESOURCES from the LIST grouping and move it over into the selection options by clicking on the right arrow button. See graphic below. Choose VIEW.Resource Activity Assignment 1. ACTIVITIES 2. Navigate back to the Activities Mode. COLUMNS 3.
5. Expand the UNITS selection under the Available Options and select Budget Labor Units column. Expand the COST selection under the Available Options and select Budget Labor Costs column. 6 .Resource Activity Assignment – (continued) 4.
then right‐mouse click and choose ASSIGN. RESOURCES Must be in the RESOURCE column when selecting all activities After right‐mouse clicking a drop down menu will be displayed as depicted in the graphic below.Resource Activity Assignment – (continued) 6. 7 . Select all activities while in the RESOURCE column.
8 . The following dialog box will appear. Choose LUMPSUM. then select the ASSIGN button Note: The one activity that does not have a resource associated with it is a milestone. Select which Resource to use for activities with. No resources are on milestones.Resource Activity Assignment – (continued) 7.
The Resource tab should look like the graphic below. which is where the selections reside and the Selected Options. which are the columns that will be showing in the box. in that order. Make sure the only columns showing are Resource Name. Budgeted Units and Budgeted Cost. Lump Sum Cost Holder will manage billing accounts Manpower Resource will manage manpower assignments 9 . right‐mouse click in the area to the right of the visible tabs and select CUSTOMIZE ACTIVITY DETAILS. To do this.Resource Activity Assignment – (continued) After assigning resources to the activities in a column select the RESOURCE tab in the Activity Details area at the bottom of the screen. See graphics below. To simplify working with resources customize the columns that are showing in the Resources tab. Right‐Mouse Click anywhere in the column heading to customize your columns The RESOURCE ASSIGNMENT COLUMN dialog box will appear with two options. After selecting the RESOURCE tab notice that there are many columns of data showing in the window. Available Options.
To view the resource tab in the bottom window view. choose VIEW. ACTIVITY DETAILS 2. It is possible to also add or modify Resources to a specific activity from the Activity Details window. Choose the Resources Tab in the Activity Details window. SHOW ON BOTTOM. Cost Resource Activity Assignment 1. 10 .
Cost and Manhour Resource Activity Assignment – (continued) 3.000. 11 . then the Budgeted Costs. Always load the UNIT value first. Click in the field to edit and manually type in the specific value. 4. On activity C10000. Class Exercise: Cost and Manpower Load the Training Schedule Always input the UNIT value first. then the COST value. then the COST value. then COST for each activity. Populate each activity with the Budgeted Man Hour Units and the Budgeted Costs from the data in the spreadsheet below. Populate the Budgeted Man Hour Units first. type 50. Remember to start by inputting UNITS first. in the Budget Units column type 320 Units and in the Budgeted Cost column.
12 . select the DELETE button. Resource Spreadsheet 1. Make sure SHOW GROUP TOTALS is checked Uncheck any indent if checked Take off the all but the PROJECT selection NOTE: To remove the project number and the Station No. group by fields. Clear the Indent Check Box and set the Group By to PROJECT only. Choose the Group and Sort Icon 2.
SHOW ON BOTTOM. 13 .Resource Spreadsheet – (continued) 3. Choose the newly created LUMPSUM resource. RESOURCE USAGE SPREADSHEET 4. Summarize the display for the LUMPSUM Resource by clicking on the minus sign in the upper left hand corner of the second section of the Resource Usage Spreadsheet. Choose VIEW. 5.
Modify the columns and add a column for Budgeted Units.Resource Spreadsheet – (continued) 6. Then select APPLY and if it looks correct click OK. 14 . In the UNITS section of the Available Options select the BUDGETED UNITS and select the right arrow button to move over into the Selected Options area. Right Mouse Click in the column heading 6a. See graphic below.
and then select SPREADSHEET FIELDS. for the drop down. 15 . Next add the Budgeted Units column in the spreadsheet (third window) as well. Make sure Budgeted Units is showing here Next Filter the Resources by CURRENT PROJECT’S RESOURCES. To do this. BUDGETED UNITS or CUSTOMIZE and select from the Available Options in the dialog box. click on the down arrow next to the DISPLAY: command in the right hand corner above the Resource Usage Spreadsheet.Resource Spreadsheet – (continued) 6b. See graphic below. select the DISPLAY command in the upper left‐hand corner of the lower right window. To do this.
Choose Spreadsheet Options. Choose Calculate Average as well as Based on Hours per Time Period.Resource Spreadsheet – (continued) 7. This will show the number of men per time period rather than the number of man hours per time period. Change the Divide Interval Totals By to 172 to indicate the number of men required per month. 9. Budgeted Units column should be showing Right Click in this area to activate dialog box 8. Right Click in the Resource Spreadsheet area to activate the Dialog Box. 16 .
The standard defaults are listed in the graphic below. 17 . units per time and hours per time period. There are other various tabs that control various aspects of the Users Preferences and should be reviewed and or consulted with the MC Dean Scheduling Group before any changes are made. This tab will set units of time. USER PREFERENCES and then click on the TIME UNITS tab. duration format. select EDIT.Resource Spreadsheet – (continued) NOTE: To check the resource preferences.
Expand the cost section and select Budgeted Costs. If this section is not summarized roll‐up the center section by clicking on the minus sign underneath the word Display. Right‐mouse click here 18 . Change the column in the center section of the Resource Usage Spreadsheet.Resource Spreadsheet – (continued) The average MEN PER MONTH will be displayed the spreadsheet section. To indicate the LABOR COSTS resource. CUSTOMIZE from the drop down menu that appears. right‐mouse click in the column area and select COLUMNS. 10. To do this.
Resource Spreadsheet – (continued) Also move the Budgeted Units back into the Time Interval category. 19 . Next right mouse click third window of the Resource Usage Spreadsheet and select SPREADSHEET FIELDS. CUSTOMIZE. then OK if the column is correct. Select APPLY.
then OK if the column is correct.Resource Spreadsheet – (continued) Select Time Interval and select Budgeted Costs. Select APPLY. Also move the Budgeted Units back into the Time Interval category. The screen should now look like the graphic below 20 .
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