Here you can assign resources and roles to an activity using the Schedule Sheet Resource Assignment form, which can be different than the one shown here. Fields can be in a different order on the form, the form can include additional fields than this form, and the form can dynamically change, depending on field selections.
Before you begin, be sure your administrator defined resources and roles in the company-level Resource Manager.
To add or edit a resource
1 | Click the Add button located on the bottom left of the window. The Resource Assignment window opens. |
2 | Use the information in the following table to complete the fields on this form. |
In this field: |
Do this: |
|||||||||
Resource Type |
Select a resource type for the activity.
Note: Data set values for this drop-down field must start on row 1 and cannot be 0 (zero). |
|||||||||
Resource Picker |
Select a resource for the activity.
|
|||||||||
Resource Name |
View or enter the resource name.
|
|||||||||
Resource Code |
View or enter the resource code of the assigned resource.
|
|||||||||
Role Data Picker |
If this field is not on your form, disregard these instructions. If this field is on your form, you can select a role for the activity. See Role-related calculations for instructions on working with this field. |
|||||||||
Role Name |
This is a read-only field where you can the role of the resource assigned to the activity.
|
|||||||||
Quantity (Qty) |
Enter the resource quantity, for example tonnage or number of days, as suitable for the resource. |
|||||||||
UOM |
Select the unit of measure associated with the effort. For example, if the Resource Type is Man-hours, the unit of measure is hours. |
|||||||||
Rate |
View or enter the unit rate of the effort.
|
|||||||||
Amount |
View or enter the amount or cost of the effort. If the resource selected is hard booked, this field is read-only and the value is calculated automatically by multiplying Quantity (Qty) with Rate. Otherwise, this data element is editable. You can enter a value in Primavera Unifier or a formula can be defined in Primavera uDesigner to calculate the amount. |
|||||||||
Role Amount |
|
|||||||||
% Units |
View or enter the percentage of the resource available for the activity
|
|||||||||
% Complete |
this is a read-only field that shows the percentage completion of the activity.The value of this data element is calculated using Progress Quantity / Quantity (Qty). |
3 | Click OK to save the form. |
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.