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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule

TocreatenewResourcesselecttheRESOURCEMode. TodothischooseENTERPRISE,RESOURCES

Ablankresourceselectionboxwillbedisplayedasshowninthegraphicbelow. SelecttheADDbuttononthe

rightofthescreen. AfterselectingtheADDbuttonadisplaywillasktochangetheviewtoallresources.

SelectOK.

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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule (continued)

AfterselectingOKtodisplayallresourcesseveralNewResourceWizardDialogboxeswillappear.Thefirst

dialogboxwillappearpromptingtheResourceIDboxaswellastheResourceNamebox. Usethenames

postedbelowandSelectNEXT.

AfterselectingNEXT,thefollowingdialogboxaskingtoselectaresourcetype.SelectLABORandSelectNEXT.

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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule (continued)

ThelastscreenispromptingforUnits/TimesandPrices.ChangethePrice/Unitto$0/haswellastheDefault

Units/TimeandMaxUnits/Time.Seegraphicbelow. SelectFINISH

IntheResourcesmode,clicktheDETAILStabintheActivitiesDetailwindow.MakesurethattheCALCULATE

COSTSFROMUNITSisunchecked.Seegraphicbelow.

Makesurethisis

Unchecked

Makesurethisisset

at0.00/hr

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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule (continued)

SwitchtothePROJECTmode,selecttheCALCULATIONStabandthenmakesuretheRESETORIGINAL

DURATIONandUNITStoREMAININGbuttonischecked. ImportantNote:Iftheotherselectionischecked

thedurationswillbezeroedoutwhenattemptingtoputresourcesagainstanactivity.

UndertheCalculationstab,makesurethesettingsfortheRESOURCEASSIGNMENTSsectionareshownas

displayedinthegraphicbelowontheleft. AndintheResourcetabmakesurethattheDRIVEACTIVITYBY

DEFAULTselectionischeckedintheAssignentDefaultssectionshown inthegraphiconthebottomright.

VerifyyoursettingsBEFORE loading

anymanhoursorcost

Verifyyoursettings

BEFOREyoustart

loadinganyman

hoursor

cost

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ResourceActivityAssignment

1. NavigatebacktotheActivitiesMode. ChoosePROJECT,ACTIVITIES

2. ChooseVIEW,COLUMNS

3. SelectRESOURCESfromtheLISTgroupingandmoveitoverintotheselectionoptionsbyclickingontherightarrowbutton. Seegraphicbelow.

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ResourceActivityAssignment(continued)

4. ExpandtheUNITSselectionundertheAvailableOptionsandselectBudgetLaborUnitscolumn.

5. ExpandtheCOSTselectionundertheAvailableOptionsandselectBudgetLaborCostscolumn.

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ResourceActivityAssignment(continued)

6. SelectallactivitieswhileintheRESOURCEcolumn,thenrightmouseclickandchooseASSIGN,

RESOURCES

Afterrightmouseclickingadropdownmenuwillbedisplayedasdepictedinthegraphicbelow.

Mustbeinthe

RESOURCEcolumn

whenselectingall

activities

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ResourceActivityAssignment(continued)

7. Thefollowingdialogboxwillappear. SelectwhichResourcetouseforactivitieswith.ChooseLUMPSUM,

thenselecttheASSIGNbutton

Note: Theoneactivitythatdoesnothavearesourceassociatedwithitisamilestone.Noresourcesareon

milestones.

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ResourceActivityAssignment(continued)

AfterassigningresourcestotheactivitiesinacolumnselecttheRESOURCEtabintheActivityDetailsareaat

thebottomofthescreen. AfterselectingtheRESOURCEtabnoticethattherearemanycolumnsofdata

showinginthewindow. Tosimplifyworkingwithresourcescustomizethecolumnsthatareshowinginthe

Resourcestab. Todothis,rightmouseclickintheareatotherightofthevisibletabsandselectCUSTOMIZE

ACTIVITYDETAILS. Seegraphicsbelow.

TheRESOURCEASSIGNMENTCOLUMNdialogboxwillappearwithtwooptions;AvailableOptions,whichis

wheretheselectionsresideandtheSelectedOptions,whicharethecolumnsthatwillbeshowinginthebox.

MakesuretheonlycolumnsshowingareResourceName,BudgetedUnitsandBudgetedCost,inthatorder.

TheResourcetabshouldlooklikethegraphicbelow.

ManpowerResourcewill

managemanpower

assignments

LumpSumCost

Holderwill

managebilling

accounts

RightMouseClickanywhereinthecolumnheadingtocustomizeyourcolumns

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CostResourceActivityAssignment

1. Toviewtheresourcetabinthebottomwindowview,chooseVIEW,SHOWONBOTTOM,ACTIVITYDETAILS

2. ChoosetheResourcesTabintheActivityDetailswindow. ItispossibletoalsoaddormodifyResourcestoaspecificactivityfromtheActivityDetailswindow.

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CostandManhourResourceActivityAssignment(continued)

3. PopulatetheBudgetedManHourUnitsfirst,thentheBudgetedCosts.Clickinthefieldtoeditandmanuallytypeinthespecificvalue.OnactivityC10000,intheBudgetUnitscolumntype320Unitsandin

theBudgetedCostcolumn,type50,000.

4. PopulateeachactivitywiththeBudgetedManHourUnitsandtheBudgetedCostsfromthedatainthespreadsheetbelow.RemembertostartbyinputtingUNITSfirst,thenCOSTforeachactivity.

ClassExercise: CostandManpowerLoadtheTrainingSchedule

AlwaysloadtheUNIT

valuefirst,thenthe

COSTvalue.

AlwaysinputtheUNIT

valuefirst,thenthe

COSTvalue.

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ResourceSpreadsheet

1. ChoosetheGroupandSortIcon

2. CleartheIndentCheckBoxandsettheGroupBytoPROJECTonly.

NOTE: ToremovetheprojectnumberandtheStationNo.groupbyfields,selecttheDELETEbutton.

Uncheckanyindent

ifchecked

Takeofftheallbut

thePROJECT

selection

Makesure

SHOW

GROUPTOTALSis

checked

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ResourceSpreadsheet(continued)

3.ChooseVIEW,SHOWONBOTTOM,RESOURCEUSAGESPREADSHEET

4. ChoosethenewlycreatedLUMPSUMresource.

5.SummarizethedisplayfortheLUMPSUMResourcebyclickingontheminussignintheupperlefthandcornerofthesecondsectionoftheResourceUsageSpreadsheet.

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ResourceSpreadsheet(continued)

6. ModifythecolumnsandaddacolumnforBudgetedUnits. Seegraphicbelow.

6a. IntheUNITSsectionoftheAvailableOptionsselecttheBUDGETEDUNITSandselecttherightarrow

buttontomoveoverintotheSelectedOptionsarea. ThenselectAPPLYandifitlookscorrectclickOK.

RightMouseClickin

thecolumnheading

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ResourceSpreadsheet(continued)

6b. Next addtheBudgetedUnitscolumninthespreadsheet(thirdwindow)aswell. Todothis,selectthe

DISPLAYcommandintheupperlefthandcornerofthelowerrightwindow,forthedropdown,andthen

selectSPREADSHEETFIELDS,BUDGETEDUNITSorCUSTOMIZEandselectfromtheAvailableOptionsinthe

dialogbox.

NextFiltertheResourcesbyCURRENTPROJECTSRESOURCES. Todothis,clickonthedownarrownexttothe

DISPLAY:commandintherighthandcornerabovetheResourceUsageSpreadsheet. Seegraphicbelow.

MakesureBudgeted

Unitsisshowinghere

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ResourceSpreadsheet(continued)

7. RightClickintheResourceSpreadsheetareatoactivatetheDialogBox.ChooseSpreadsheetOptions.

8. ChooseCalculateAverageaswellasBasedonHoursperTimePeriod.Thiswillshowthenumberofmen

pertimeperiodratherthanthenumberofmanhourspertimeperiod.

9. ChangetheDivideIntervalTotalsByto172toindicatethenumberofmenrequiredpermonth.

RightClickinthisarea

toactivatedialogbox

BudgetedUnits

columnshouldbe

showing

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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,rightmouseclickinthecolumnareaandselectCOLUMNS,CUSTOMIZEfromthedropdownmenuthatappears. Expandthecost

sectionandselectBudgetedCosts.

Right

mouse

click

here

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ResourceSpreadsheet(continued)

AlsomovetheBudgetedUnitsbackintotheTimeIntervalcategory. SelectAPPLY,thenOKifthecolumnis

correct.

NextrightmouseclickthirdwindowoftheResourceUsageSpreadsheetandselectSPREADSHEETFIELDS,

CUSTOMIZE.

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ResourceSpreadsheet(continued)

SelectTimeIntervalandselectBudgetedCosts. AlsomovetheBudgetedUnitsbackintotheTimeInterval

category.

SelectAPPLY,thenOKifthecolumniscorrect.

Thescreenshouldnowlooklikethegraphicbelow