EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule

TocreatenewResourcesselecttheRESOURCEMode.TodothischooseENTERPRISE,RESOURCES

Ablankresourceselectionboxwillbedisplayedasshowninthegraphicbelow.SelecttheADDbuttononthe rightofthescreen.AfterselectingtheADDbuttonadisplaywillasktochangetheviewtoallresources. SelectOK.

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.

Verifyyoursettings BEFOREyoustart loadinganyman hoursorcost

UndertheCalculationstab,makesurethesettingsfortheRESOURCEASSIGNMENTSsectionareshownas displayedinthegraphicbelowontheleft.AndintheResourcetabmakesurethattheDRIVEACTIVITYBY DEFAULTselectionischecked in theAssignentDefaultssectionshown in thegraphiconthebottomright.

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

Mustbeinthe RESOURCEcolumn whenselectingall activities

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

TheRESOURCEASSIGNMENTCOLUMNdialogboxwillappearwithtwooptions;AvailableOptions,whichis wheretheselectionsresideandtheSelectedOptions,whicharethecolumnsthatwillbeshowinginthebox. MakesuretheonlycolumnsshowingareResourceName,BudgetedUnitsandBudgetedCost,inthatorder.

TheResourcetabshouldlooklikethegraphicbelow.

LumpSumCost Holderwill managebilling accounts ManpowerResourcewill managemanpower assignments

 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.

AlwaysloadtheUNIT valuefirst,thenthe COSTvalue.

4. PopulateeachactivitywiththeBudgetedManHourUnitsandtheBudgetedCostsfromthedatainthe spreadsheetbelow.RemembertostartbyinputtingUNITSfirst,thenCOSTforeachactivity. ClassExercise:CostandManpowerLoadtheTrainingSchedule

AlwaysinputtheUNIT valuefirst,thenthe COSTvalue.

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 ResourceSpreadsheet
1. ChoosetheGroupandSortIcon

2. CleartheIndentCheckBoxandsettheGroupBytoPROJECTonly.

MakesureSHOW GROUPTOTALSis checked

Uncheckanyindent ifchecked

Takeofftheallbut thePROJECT selection

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.

BudgetedUnits columnshouldbe showing

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.

10.ToindicatetheLABORCOSTSresource. ChangethecolumninthecentersectionoftheResourceUsageSpreadsheet.Todothis,rightmouseclickin thecolumnareaandselectCOLUMNS,CUSTOMIZEfromthedropdownmenuthatappears.Expandthecost sectionandselectBudgetedCosts.

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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