Set up the Resource Manager in a project or Shell template

You are here: Primavera Unifier Administration Mode > Resource Manager Setup > Setting up the Resource Manager in Projects > Set up the Resource Manager in a project template

Set up the Resource Manager in a project or Shell template

In a project or shell template, you can set up the Resource Manager as you would within a project or shell. You can also set up a project/shell level resource allocation sheet if the Resource Manager configuration is set to allow allocations at the project/shell level.

To set up the Resource Manager in a project template

Go to the Company Workspace tab and switch to Admin mode.

Click Templates in the left Navigator.

•

For a project, click Projects (Standard) > [project].

•

For a shell, click Shells > [shell].

Primavera Unifier displays the Template Log in the right pane.

Double-click the name of the template in which you want to set up the Resource Manager.

In the Navigator, click Setup > Resource Manager.

On the right pane, select Resource Manager and click Open. The Configuration window opens.Complete the window as described in the table in "Set up the Resource Manager in a project/shell".

Complete the window as described in the table in "Set up the Resource Manager in a project/shell".

Click OK.

To set up a resource allocation sheet in a project/shell template

Go to the Company Workspace tab and switch to Admin mode.

Click Templates in the left Navigator.

•

For a project, click Projects (Standard) > [project].

•

For a shell, click Shells > [shell].

Primavera Unifier displays the Template Log in the right pane.

Double-click the name of the template in which you want to set up the allocation sheet.

In the Navigator, click Resource Manager > Resource Sheets.

On the right pane, double-click the Resource Allocation sheet. The Resource Allocation sheet opens.

Primavera Unifier automatically creates an allocation sheet when the Resource Manager is activated in the project/shell.

To add resource allocations to the template, click the Add button. The Resource Allocation window opens.

Complete the window:

•

Role Name: Click Select, choose a role, and click OK.

•

Date From: Click the calendar and choose the start date for the allocation.

•

Date To: Click the calendar and choose the end date for the allocation.

•

Allocated Hours: Primavera Unifier automatically calculates the allocated hours and displays them in this field. You can edit the hours, if necessary.

Click OK.

Oracle Corporation