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ResourceAssignmentConcept
Assign 1 Person, Per Day to Each Activi ty
ResourceOverallocation:Trade
Contractorassertsinstallation
of3,000sqft/dayutilizing3
crewstodothework.
Limitthresholdof9,000sq
ftperdaysetinthe
ResourceDetailssection.
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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule
TocreatenewResourcesselecttheRESOURCEMode. TodothischooseENTERPRISE,RESOURCES
Ablankresourceselectionboxwillbedisplayedasshowninthegraphicbelow. SelecttheADDbuttonon
therightofthescreen. AfterselectingtheADDbuttonadisplaywillasktochangetheviewtoallresource
SelectOK.
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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule (continued)
AfterselectingOKtodisplayallresourcesseveralNewResourceWizardDialogboxeswillappear.Thefirst
dialogboxwillappearpromptingtheResourceIDboxaswellastheResourceNamebox. Usethenames
postedbelowandSelectNEXT.
AfterselectingNEXT,thefollowingdialogboxaskingtoselectaresourcetype.SelectLABORandSelect
NEXT.
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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule (continued)
ThelastscreenispromptingforUnits/TimesandPrices.ChangethePrice/Unitto$0/handtheMax
Units/Timeto0/d. TheDefaultUnits/Timeshouldbesetat8h/d.Seegraphicbelow. SelectFINISH
IntheResourcesmode,clicktheDETAILStabintheActivitiesDetailwindow.MakesurethattheCALCULA
COSTSFROMUNITSisunchecked.Seegraphicbelow.
Makesurethisis
Unchecked
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SettingProjectDefaultsforCalculationsandResources
SwitchtothePROJECTmode,selecttheCALCULATIONStabandthenmakesuretheRESETORIGINAL
DURATIONandUNITStoREMAININGbuttonischecked. ImportantNote:Iftheotherselectionischecke
thedurationswillbezeroedoutwhenattemptingtoputresourcesagainstanactivity.
AlsoUndertheCalculationstab,makesurethesettingsfortheRESOURCEASSIGNMENTSsectionaresho
asdisplayed
in
the
graphic
below
on
the
left.
SettingProjectDefaultsforCalculationsandResources(continued)
VerifyyoursettingsBEFORE loading
anymanhoursorcost
Verifyyoursettings
BEFOREyoustart
loadinganyman
hoursorcost
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Select theRESOURCEStabmakesurethattheDRIVEACTIVITYDATESBYDEFAULTselectionischeckedin
theAssignmentDefaultssection.AlsomakesurethatundertheRESOURCEASSIGNMENTSthatthe
Resourcescanbeassignedtothesameactivitymorethanonceisuncheckedasshowninthegraphicon
thebottom.
VerifyyoursettingsBEFORE loading
anymanhoursorcost
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ResourceActivityAssignment
1. NavigatebacktotheActivitiesMode. ChoosePROJECT,ACTIVITIES
2.
Choose
VIEW,
COLUMNS
3.
SelectRESOURCES
from
the
LIST
grouping
and
move
it
over
into
the
selection
options
by
clicking
on
th
rightarrowbutton. Seegraphicbelow.
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ResourceActivityAssignment(continued)
4. ExpandtheUNITSselectionundertheAvailableOptionsandselectBudgetLaborUnitscolumn.
5. ExpandtheCOSTselectionundertheAvailableOptionsandselectBudgetLaborCostscolumn.
ResourceActivityAssignment(continued)
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TheSelectedOptionscolumnshouldbesetuplikethegraphicbelow.
6. SelectallactivitieswhileintheRESOURCEcolumnbyselectingthefirstactivitythenholddownthesh
key,nextrightmouseclickandchooseASSIGN,RESOURCES
Afterrightmouseclickingadropdownmenuwillbedisplayedasdepictedinthegraphicbelow.
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ResourceActivityAssignment(continued)
7. Thefollowingdialogboxwillappear. SelectwhichResourcetouseforactivitieswith.Choose
LUMPSUM,andthenselecttheASSIGNbutton
Note: Theoneactivitythatdoesnothavearesourceassociatedwithitisamilestone.Noresourcesareo
milestones.
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ResourceActivityAssignment(continued)
AfterassigningresourcestotheactivitiesinacolumnselecttheRESOURCEStabintheActivityDetailsare
atthebottomofthescreen. AfterselectingtheRESOURCEtabnoticethattherearemanycolumnsofdat
showinginthewindow. Tosimplifyworkingwithresourcescustomizethecolumnsthatareshowinginth
Resourcestab. Todothis,rightmouseclickintheareatotherightofthevisibletabsandselectCUSTOM
ACTIVITY
DETAILS.
See
graphics
below.
TheRESOURCEASSIGNMENTCOLUMNSdialogboxwillappearwithtwooptions;AvailableOptions,which
wheretheselectionsresideandtheSelectedOptions,whicharethecolumnsthatwillbeshowingintheb
MakesuretheonlycolumnsshowingareResourceName,BudgetedUnitsandBudgetedCost,inthatorde
TheResourcetabshouldlooklikethegraphicbelow.
ManpowerResourcewill
managemanpower
assignments
LumpSumCost
Holderwill
managebilling
accounts
RightMouseClickanywhereinthecolumnheadingtocustomizeyourcolumns
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CostResourceActivityAssignment
1.
Toviewtheresourcetabinthebottomwindowview,chooseVIEW,SHOWONBOTTOM,ACTIVITY
DETAILS
2. ChoosetheResourcesTabintheActivityDetailswindow. ItispossibletoalsoaddormodifyResource
toaspecificactivityfromtheActivityDetailswindow.
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CostandManhourResourceActivityAssignment(continued)
3. PopulatetheBudgetedManHourUnitsfirst,thentheBudgetedCosts.Clickinthefieldtoeditand
manuallytypeinthespecificvalue.OnactivityC10000,intheBudgetUnitscolumntype320Unitsand
theBudgetedCostcolumn,type50,000.
4. PopulateeachactivitywiththeBudgetedManHourUnitsandtheBudgetedCostsfromthedatainthe
spreadsheetbelow.RemembertostartbyinputtingUNITSfirst,thenCOSTforeachactivity.
ClassExercise: CostandManpowerLoadtheTrainingSchedule
TIP:Alwaysloadthe
UNITvaluefirst,then
theCOSTvalue.
AlwaysinputtheUNIT
valuefirst,thenthe
COSTvalue.
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ResourceSpreadsheet
1. ChoosetheGroupandSortIcon
2. CleartheIndentCheckBoxandsettheGroupBytoPROJECTonly.
NOTE: ToremovetheprojectnumberandtheStationNo.groupbyfields,selecttheDELETEbutton.
Uncheckanyindent
ifchecked
Takeofftheallbut
thePROJECT
selection
MakesureSHOW
GROUP
TOTALS
is
checked
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ResourceSpreadsheet(continued)
3.ChooseVIEW,SHOWONBOTTOM,RESOURCEUSAGESPREADSHEET
4. ChoosethenewlycreatedLUMPSUMresource.
5.SummarizethedisplayfortheLUMPSUMResourcebyclickingontheminussignintheupperlefthand
cornerofthesecondsectionoftheResourceUsageSpreadsheet.
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ResourceSpreadsheet(continued)
6. ModifythecolumnsandaddacolumnforBudgetedUnits. Seegraphicbelow.
7. IntheUNITSsectionoftheAvailableOptionsselecttheBUDGETEDUNITSandselecttherightarrow
buttontomoveoverintotheSelectedOptionsarea. ThenselectAPPLYandifitlookscorrectclickOK
RightMouseClickin
thecolumnheading
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ResourceSpreadsheet(continued)
8. NextaddtheBudgetedUnitscolumninthespreadsheet(thirdwindow)aswell. Todothis,selectthe
DISPLAYcommandintheupperlefthandcornerofthelowerrightwindow,forthedropdown,andthen
selectSPREADSHEETFIELDS,BUDGETEDUNITSorCUSTOMIZEandselectfromtheAvailableOptionsint
dialogbox.
9. NextFiltertheResourcesbyCURRENTPROJECTSRESOURCES. Todothis,clickonthedownarrownex
totheDISPLAY:commandintherighthandcornerabovetheResourceUsageSpreadsheet. Seegraphic
below.
MakesureBudgeted
Unitsisshowinghere
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ResourceSpreadsheet(continued)
10. RightClickintheResourceSpreadsheetareatoactivatetheDialogBox.ChooseSpreadsheetOptions
11.Choose
Calculate
Average
as
well
as
Based
on
Hours
per
Time
Period.
This
will
show
the
number
of
menpertimeperiodratherthanthenumberofmanhourspertimeperiod.
12. ChangetheDivideIntervalTotalsByto172toindicatethenumberofmenrequiredpermonth.
RightClickinthisarea
toactivatedialogbox
BudgetedUnits
columnshouldbe
showing
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ResourceSpreadsheet(continued)
NOTE:Tochecktheresourcepreferences,selectEDIT,USERPREFERENCESandthenclickontheTIMEUN
tab. Thistabwillsetunitsoftime,durationformat,unitspertimeandhourspertimeperiod. Thestanda
defaultsarelistedinthegraphicbelow.
ThereareothervarioustabsthatcontrolvariousaspectsoftheUsersPreferencesandshouldbereviewed
andor
consulted
with
the
MC
Dean
Scheduling
Group
before
any
changes
are
made.
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ResourceSpreadsheet(continued)
TheaverageMENPERMONTHwillbedisplayedthespreadsheetsection. Ifthissectionisnotsummarized
rollupthecentersectionbyclickingontheminussignunderneaththewordDisplay.
13.ToindicatetheLABORCOSTSresource.
ChangethecolumninthecentersectionoftheResourceUsageSpreadsheet. Todothis,rightmouseclick
thecolumnareaandselectCOLUMNS,CUSTOMIZEfromthedropdownmenuthatappears. Expandthe
costsectionandselectBudgetedCosts.
Rightmouseclickhere
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ResourceSpreadsheet(continued)
AlsomovetheBudgetedUnitsbackintotheTimeIntervalcategory. SelectAPPLY,thenOKifthecolumn
correct.
NextrightmouseclickthirdwindowoftheResourceUsageSpreadsheetandselectSPREADSHEETFIELDS,
CUSTOMIZE.
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ResourceSpreadsheet(continued)
SelectTimeIntervalandselectBudgetedCosts. AlsomovetheBudgetedUnitsbackintotheTimeInterv
category.
SelectAPPLY,thenOKifthecolumniscorrect.
Thescreenshouldnowlooklikethegraphicbelow
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ResourceSpreadsheet(continued)
14.RightClickinthespreadsheetareatoDisplaySpreadsheetOptions.CleartheCalculateAveragebox.
MakesureboxisNOT checked.
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ResourceSpreadsheet(continued)
15.Rollupthelowercenterwindowifitisnotsummarized. Next,rightmouseclickonthetimescaleinth
ResourceUsagespreadsheetandselectTIMESCALE. Adjustthetimeintervalsettingsifnecessary.
NOTE:TocanchangetheTimescaleintervalsselecttheDATEINTERVALdropdownandchooseQUARTER
MONTH,YEAR/MONTH,WEEK/DAY,etc,etc. Donotchangethetimescaleatthistime.
Rollupifactivities
arenotsummarized
Clickdownarrowfor
dateintervalselection
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ResourceSpreadsheet(continued)
16.P6willdisplaythemonthlybillingestimate.
MonthlyBilling
Estimate
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ResourceProfileCreatingGraphsforManpowerandCost
1.ChooseVIEW,SHOWONBOTTOM,RESOURCEUSEAGEPROFILE.
TheManPowergraphispresentbecausethedefaultsettingisforUNITS. ChangethistoCOST.
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ResourceProfile(continued)
2.ChooseDISPLAY,RESOURCEUSEAGEPROFILEOPTIONS
3.OntheDATAtabselectDISPLAYCOSTandchangethedefaultgraphsettings.
Makesureyouhave
selectedtheLUMPSUM
Resource
Select
COST
to
show
budgetedcost
amounts.
SelecttheBudgeted
andRemainingEarly
Boxes
ChangeBarColorsto
whatisshownhere
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ResourceProfile(continued)
ThegraphicbelowindicatestheCostusageovertimegraphically.
4.ForgraphicalmanpowerrepresentationsselecttheUNITSselectionintheResourceUsageProfileOptio
ClickDISPLAYtochangetheResourceUsageProfileOptionstoUnits. Seegraphicsbelow.
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ResourceProfile(continued)
Toshowthecumulativecurve,selecttheCUMULATIVEselectionboxes.LeavetheSHOWLIMITbox
uncheckeduntilfinalizingtheresourceparameters.
Thegraphshouldlooksimilartothegraphicbelow. Noticethecumulativecurvelinepresent.
IfthebarsdonotlooksimilartotheonesaboveselectEDIT,USERPREFERENCESandselecttheRESOURC
ANALYSIStabandmakesuretheIntervalforTimeDistributedResourceCalculationsissettoDAYS.
SelectUNITStoshow
budgetedman
hour
figures.
ChangeBarColorsto
whatisshownhere
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ResourceProfile(continued)
ThiswilldisplaytheManpowerunitsspreadacrosstimeasagraph. Seegraphicbelow. Bydoubleclicking
onthecumulativecurvelinetheunitsatthatmomentintimewillbedisplayed. Seegraphicbelow
Adjustmentscanbemadetothetimescaledensityordisplaybyrightclickinginthetimescalearea(in
green).TochangegraphicalcolorsorotherparametersrightclickinthegraphandselecttheResource
UsageProfileOptions. Seethegraphicbelow.
ResourceActivityAssignmentAssigningQuantitiestoActivities
ForTIMESCA
changes
ForGRAP
changes
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Asstatedearlier,P6hastheabilitytodistinguishbetweenlabor,nonlabor,andmaterialsintheactivitys
resources. Havingalreadycreatedalaborandnonlaborresourcenowcreateamaterialresourceforthe
trainingschedule.Makesuretheactivitiesdetailsviewispresentatthebottomofthescreen. VIEW,SHO
ONBOTTOM,ACTIVITYDETAILS.
RememberthestepsforaddingaResource.
1. SelectEnterprise,Resources. ThiswilldisplayALLResources. OrselecttheResourcesmode.
2.
SelectDISPLAY,FILTERBY,CURRENTPROJECTSRESOURCEStoonlyshowthecurrentprojects
resources. Seegraphicstepsbelow.
3.
SelecttheADDbuttononthecommandbarmenuontherightofthescreentoaddanewresource.A
dialogbox
will
appear
stating
that
the
module
needs
to
display
ALL
resources.
Select
OK.
AfterselectingOK,theResourceWizarddialogboxwillappeartostarttheprocessofcreatinganew
resource.
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ResourceProfileAssigningQuantitiestoActivities(continued)
4. ThefirstdialogboxistheResourceIDandNameselection. UsetheResourceIDandNameshown
below,thenselectNEXT. Seegraphicbelow.
5.
ThenextdialogboxistheResourceType. SelectMATERIALtorepresentQuantities,thenselectNEXT
movetothenextdialogbox. Seegraphicbelow.
Makesureyou
populateboth
boxes,thenselect
NEXT.
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ResourceProfileAssigningQuantitiestoActivities(continued)
6. ThefinaldialogboxforquantitiesistheUnitandTimePricesselection.
Aswiththeotherresources,settheDefaultUnits/TimeandMaxUnits/Timeto0/d. SelectFINISHas
thisisthelastscreenneededtopopulatewithinformation.
DevelopmentoftheCostCodeStructure
BeforeCostCodescanbecreated,itmustbeunderstoodhowtheprojectisgoingtobebuiltout. Ideally,
theCPMschedulehasbeennegotiatedinamannerthatbenefitsM.C.Dean.Thephilosophyshouldalway
be;howwearegoingtoattacktheprojectsothatitmaximizescrewflowefficiencies. Alwayslookfor
repetitivetasksthatcanbelinkedtogethertocreatecrewflow.Someexamplesofcrews: Underslab,
ElectricRoom,CommunicationRoom,Substation,PowerDistribution,MechanicalRoom,WallRoughin,
OverheadRoughin,UnderfloorRoughin,FireAlarm,Security,etc
Toaccurately
develop
aCost
Code
Structurefor
any
Project,
it
must
be
done
by
having
adetailed
review
processforeveryContractDrawingSheet(EffortleadbytheProjectSuperintendent). TheFollowingsteps
shouldbeappliedtoeachContractDrawingSheetwhenreviewingtoestablishLaborCostCodes.
1.
CCS1: DeterminetheBuildingandLevel
2.
CCS2: DeterminetheArea,CrewAreaandSequence
3. CCS3: DeterminetheSpecialSystems
4. CCS4: DeterminetheTrackingSystemsActivities
ResourceProfileAssigningQuantitiestoActivities(continued)
SelectFINISH
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ThegraphicbelowrepresentsathegenericCostCodeStructureforuseonallMCDeanProjects.
CCS1 CCS2 CCS3 CCS4
Building Level . Area CrewArea Sequence . Spec.System . Activity
0
00
.
0
0 0 . 00 .
0000
CCS1consistsof3digits;building(1)andlevel(2).
CCS2consistsof3digits;area(1),crewarea(1)andsequence(1).
CCS3consistsof2digits;specialsystems(2);
CCS4consistsof4digits;activity(4).
CCS5consistsof3digitsandshouldonlybeusedinspecialcircumstances,otherwisethedefaultis
000.
ReviewtheCostCodeStructureexamplesbelowbeforeproceedingtotheCostAccountexercise.
EB1.1B1.00.0400EastBuildingLevelB1.Area1.Bathroom#1.PowerSystem.Fixtures
EB1.1C1.00.0400EastBuilding.LevelB1.Area1.TelecomRoom#1.PowerSystems.Fixtures
Note:WhentheSpecialSystemisnotapplicableuse00.
7. ThenextstepintheprocessistocreateCostCodestoaccompanytheresourcequantities. Select
ENTERPRISE,COSTACCOUNTS.
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ResourceProfileAssigningQuantitiestoActivities(continued)
8. TheCostAccountsdialogboxwillappearaskingtodisplayallcostaccounts. SelectOK.
9. InthenewlycreatedCostAccountentry,populatetheCostAccountIDandCostAccountNamefields
UsetheIDandNameshowinthesecondgraphic. Seegraphicsbelow.
SelectOK
to
see
allCostAccounts
IDandNamecan
beenteredin
eitherlocation.
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ResourceProfileAssigningQuantitiestoActivities(continued)
10. AftercreatingtheResourceQuantitiesandCostCodes,thenextstepistoassignthemtotheproper
activities. SelecttheACTIVITIESModeandmakesuretheActivitiesDetailswindowisopenatthe
bottomofthescreenwiththeRESOURCEStabselected. Seegraphicbelow.
11. RightmouseclickanywhereintheActivityDetailssectionandselectCUSTOMIZERESOURCECOLUMN
FromtheResourceAssignmentColumnsdialogboxchooseCOSTACCOUNTundertheGENERAL
selectionintheAvailableOptionssection. Seegraphicsbelow.
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ResourceProfileAssigningQuantitiestoActivities(continued)
12.WiththenewlycreatedCostAccountcolumnadded,assignanewResourceQuantityandCostCodeto
ActivityC10000. SelectAddResourcebuttonatthebottomoftheActivityDetailsintheResourcetab
Seegraphicbelow.
13.NextassignthenewlycreatedResourceQuantity0100 1/2to11/4Conduitbydoubleclickingont
codeintheAssignResourcesdialogboxorbyselectingtheAssignbutton . Seegraphicbelow.
14.
AfterassigningtheResourceQuantitynowassigntheamount. ForactivityC10000assign800LF.
Seegraphicbelow.
ResourceProfileAssigningQuantitiestoActivities(continued)
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15. Inconjunctionwithloadingquantities,costcodescanalsobeassignedtotheResourceQuanitity.Inth
CostAccountcolumn,selectthelowerrighthandcornerofthecellwhichwillbringupaselection
dialogbox. SelectB05ER0PS0100fromtheavailableCostAccountIDs. Seedialogboxbelow.
ThefollowinggraphicdisplaysthecorrectresourcesresidingintheResourcetabforactivityC10000.
AssigntheCostCodein
thiscolumn
Lookfor
smallbox
withdots
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ResourceProfileAssigningQuantitiestoActivities(continued)
ClassExercise:
FromthetablebelowfirstcreateeachResourcethencreatethecorrespondingCostCodeintheBASE
projectsResourceandCostAccountdictionary. Thenpoulateeachoftheactivitieshighlightedinyellow
with
the
corresponding
quantities.
The
units
(LF
or
Ea)
are
listed
for
each
activity
as
well
in
the
chart
belo
CostAccountIDResourceID ResourceName CostAccountNa
Quantitiesforeach
activitybyResourceID
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ResourceProfileAssigningQuantitiestoActivities(continued)
WhenalltheMaterialResourceQuantitieshavebeencreated,assignedthemtothecorrectactivities,give
individualquantitymeasures,andassignedthecorrectCostCodescheckwheretheyarelistedinthebody
theresourcedictionary.
1.
To
do
that
switch
to
the
RESOURCE
mode.
In
the
RESOURCE
mode
scroll
down
to
where
the
newly
createdcodesappear.
NOTE: InitiallytheCurrentProjectsResourceswillnotbedisplayeduntiltheyhavebeenassignedtoan
activity(s).MovingtheResourceQuantitiesupandundertheexistingLUMPSUMresourcecodehelpsloca
thecodesquickerwhenassigningcodesforthefirsttime.
2. MovetheResourceQuantitycodesupandindentthemunderneaththeexistingLUMPSUMResource
Code. SeeGraphicbelow.
ThenextstepistoviewtheindividualResourceQuantitygraphs.
3. SwitchbacktotheACTIVITIESmodeanddisplaytheRESOURCEUSAGEPROFILE,byselectingVIEW,
SHOWONBOTTOM,ResourceUsageProfile.
Moveupandindentunder
LUMPSUMResource
MakesureyourUnitofMeasure
categoryispopulated
UsetheMOVE
keystomoveup,
indentoroutdent
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ResourceProfileAssigningQuantitiestoActivities(continued)
4. SelecteachResourceQuantityonthelefthandsideoftheResourceUsagewindowtoviewthegraph
therighthandsideofthebottomdisplay. Seegraphicsbelow.
ForQuantityResource01001/2to11/4Conduit
ForQuantityResource011011/2to5Conduit
ForQuantityResource0200PullWire#6&Smaller