TocreatenewResourcesselecttheRESOURCEMode.TodothischooseENTERPRISE,RESOURCES
EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule(continued)
AfterselectingOKtodisplayallresourcesseveralNewResourceWizardDialogboxeswillappear.Thefirst dialogboxwillappearpromptingtheResourceIDboxaswellastheResourceNamebox.Usethenames postedbelowandSelectNEXT.
AfterselectingNEXT,thefollowingdialogboxaskingtoselectaresourcetype.SelectLABORandSelectNEXT.
EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule(continued)
ThelastscreenispromptingforUnits/TimesandPrices.ChangethePrice/Unitto$0/haswellastheDefault Units/TimeandMaxUnits/Time.Seegraphicbelow.SelectFINISH
IntheResourcesmode,clicktheDETAILStabintheActivitiesDetailwindow.MakesurethattheCALCULATE COSTSFROMUNITSisunchecked.Seegraphicbelow.
Makesurethisisset at0.00/hr
Makesurethisis Unchecked
EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule(continued)
SwitchtothePROJECTmode,selecttheCALCULATIONStabandthenmakesuretheRESETORIGINAL DURATIONandUNITStoREMAININGbuttonischecked.ImportantNote:Iftheotherselectionischecked thedurationswillbezeroedoutwhenattemptingtoputresourcesagainstanactivity.
VerifyyoursettingsBEFOREloading anymanhoursorcost
ResourceActivityAssignment
1. NavigatebacktotheActivitiesMode.ChoosePROJECT,ACTIVITIES
2. ChooseVIEW,COLUMNS
3. SelectRESOURCESfromtheLISTgroupingandmoveitoverintotheselectionoptionsbyclickingonthe rightarrowbutton.Seegraphicbelow.
ResourceActivityAssignment(continued)
4. ExpandtheUNITSselectionundertheAvailableOptionsandselectBudgetLaborUnitscolumn.
5.ExpandtheCOSTselectionundertheAvailableOptionsandselectBudgetLaborCostscolumn.
ResourceActivityAssignment(continued)
6.SelectallactivitieswhileintheRESOURCEcolumn,thenrightmouseclickandchooseASSIGN, RESOURCES
Afterrightmouseclickingadropdownmenuwillbedisplayedasdepictedinthegraphicbelow.
ResourceActivityAssignment(continued)
7.Thefollowingdialogboxwillappear.SelectwhichResourcetouseforactivitieswith.ChooseLUMPSUM, thenselecttheASSIGNbutton
Note:Theoneactivitythatdoesnothavearesourceassociatedwithitisamilestone.Noresourcesareon milestones.
ResourceActivityAssignment(continued)
AfterassigningresourcestotheactivitiesinacolumnselecttheRESOURCEtabintheActivityDetailsareaat thebottomofthescreen.AfterselectingtheRESOURCEtabnoticethattherearemanycolumnsofdata showinginthewindow.Tosimplifyworkingwithresourcescustomizethecolumnsthatareshowinginthe Resourcestab.Todothis,rightmouseclickintheareatotherightofthevisibletabsandselectCUSTOMIZE ACTIVITYDETAILS.Seegraphicsbelow.
RightMouseClickanywhereinthecolumnheadingtocustomizeyourcolumns
TheResourcetabshouldlooklikethegraphicbelow.
CostResourceActivityAssignment
1. Toviewtheresourcetabinthebottomwindowview,chooseVIEW,SHOWONBOTTOM,ACTIVITY DETAILS
2. ChoosetheResourcesTabintheActivityDetailswindow.ItispossibletoalsoaddormodifyResourcesto aspecificactivityfromtheActivityDetailswindow.
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CostandManhourResourceActivityAssignment(continued)
3. PopulatetheBudgetedManHourUnitsfirst,thentheBudgetedCosts.Clickinthefieldtoeditand manuallytypeinthespecificvalue.OnactivityC10000,intheBudgetUnitscolumntype320Unitsandin theBudgetedCostcolumn,type50,000.
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ResourceSpreadsheet
1. ChoosetheGroupandSortIcon
2. CleartheIndentCheckBoxandsettheGroupBytoPROJECTonly.
Uncheckanyindent ifchecked
NOTE:ToremovetheprojectnumberandtheStationNo.groupbyfields,selecttheDELETEbutton.
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ResourceSpreadsheet(continued)
3. ChooseVIEW,SHOWONBOTTOM,RESOURCEUSAGESPREADSHEET
4.
ChoosethenewlycreatedLUMPSUMresource.
5. SummarizethedisplayfortheLUMPSUMResourcebyclickingontheminussignintheupperlefthand cornerofthesecondsectionoftheResourceUsageSpreadsheet.
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ResourceSpreadsheet(continued)
6.ModifythecolumnsandaddacolumnforBudgetedUnits.Seegraphicbelow.
RightMouseClickin thecolumnheading
6a.IntheUNITSsectionoftheAvailableOptionsselecttheBUDGETEDUNITSandselecttherightarrow buttontomoveoverintotheSelectedOptionsarea.ThenselectAPPLYandifitlookscorrectclickOK.
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ResourceSpreadsheet(continued)
6b. Next addtheBudgetedUnitscolumninthespreadsheet(thirdwindow)aswell.Todothis,selectthe DISPLAYcommandintheupperlefthandcornerofthelowerrightwindow,forthedropdown,andthen selectSPREADSHEETFIELDS,BUDGETEDUNITSorCUSTOMIZEandselectfromtheAvailableOptionsinthe dialogbox.
MakesureBudgeted Unitsisshowinghere
NextFiltertheResourcesbyCURRENTPROJECTSRESOURCES.Todothis,clickonthedownarrownexttothe DISPLAY:commandintherighthandcornerabovetheResourceUsageSpreadsheet.Seegraphicbelow.
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ResourceSpreadsheet(continued)
7.RightClickintheResourceSpreadsheetareatoactivatetheDialogBox.ChooseSpreadsheetOptions.
RightClickinthisarea toactivatedialogbox
8.ChooseCalculateAverageaswellasBasedonHoursperTimePeriod.Thiswillshowthenumberofmen pertimeperiodratherthanthenumberofmanhourspertimeperiod.
9.ChangetheDivideIntervalTotalsByto172toindicatethenumberofmenrequiredpermonth.
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ResourceSpreadsheet(continued)
NOTE:Tochecktheresourcepreferences,selectEDIT,USERPREFERENCESandthenclickontheTIMEUNITS tab.Thistabwillsetunitsoftime,durationformat,unitspertimeandhourspertimeperiod.Thestandard defaultsarelistedinthegraphicbelow.
ThereareothervarioustabsthatcontrolvariousaspectsoftheUsersPreferencesandshouldbereviewedand orconsultedwiththeMCDeanSchedulingGroupbeforeanychangesaremade.
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ResourceSpreadsheet(continued)
TheaverageMENPERMONTHwillbedisplayedthespreadsheetsection.Ifthissectionisnotsummarized rollupthecentersectionbyclickingontheminussignunderneaththewordDisplay.
Rightmouseclickhere
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ResourceSpreadsheet(continued)
AlsomovetheBudgetedUnitsbackintotheTimeIntervalcategory.SelectAPPLY,thenOKifthecolumnis correct.
NextrightmouseclickthirdwindowoftheResourceUsageSpreadsheetandselectSPREADSHEETFIELDS, CUSTOMIZE.
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ResourceSpreadsheet(continued)
SelectTimeIntervalandselectBudgetedCosts.AlsomovetheBudgetedUnitsbackintotheTimeInterval category.
SelectAPPLY,thenOKifthecolumniscorrect. Thescreenshouldnowlooklikethegraphicbelow
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