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Entering Progress Data on the General and Resource Tabs of Activity Properties

The Resource Assignment Attribute form (when imported, replaces the Resources tab of the Activity Properties and provides data elements to other areas) contains fields related to resources assigned to an activity to that allow you to enter effort and expense information related to that effort. The Resource Assignment Attribute form allows you to assign a resource to a Resource Type, rather than to a hard booked resource. Also, it allows the capture of progress with respect to effort, and the base lining of resource assignment.

The Schedule Attribute form is used as the General tab of the Activity Properties can also include fields that allow you to enter progress and earned progress data.

The ability to enter progress and earned progress on the Schedule Attribute and the Resource Assignment Attribute forms is based on the options selected on the Budget and Progress Setup for a given activity. See "Setting Up the Budget and Progress Method". Fields on the forms are editable or read-only and calculated based on the option settings.

This progress or earned progress is time stamped when entered:

• For an activity:
• Date on which the progress or earned progress is entered or calculated.
• Activity % Complete value
• Earned Progress value
• For a resource:
• Date on which the progress quantity and or earned progress is entered or calculated
• Progress Quantity value
• Earned Progress value

You can access time stamped information through the Activity Progress Log or the Resource Progress Log. See "Using the Activity Progress and Resource Progress Logs" for details on the logs.

The calculations used to derive progress and earned progress are explained in "Progress and Earned Progress Calculations".

To enter data into the attribute forms

1 Navigate to a schedule sheet.
2 Click an activity name.
3 On the General tab, you can enter progress or earned progress data in these fields, depending on settings on the Budget and Progress Setup window, and if the data elements for these fields have been added to the Schedule Attribute form and that form has been imported:
• Earned Progress
• Earned Amount
• Forecast 1 Start
• Forecast 1 Finish
• Activity Percent 1
4 On the Resource tab, you can enter progress or earned progress data in these fields, depending on settings on the Budget and Progress Setup window, and if the data elements for these fields have been added to the Resource Assignment Attribute form and that form has been imported The fields you see may vary:
• Resource Name
• Role Name (Picker)
• Resource Type
• Quantity (Qty)
• UOM
• Amount
• % Units
• Earned Progress
• Earned Amount
• ETC
• ETC Amount
• Resource % 1

Note: You can double-click the resource name to view the Resource Assignment Attribute form in view-only mode.

5 Click Add.
6 Enter resource data as needed.
7 Click OK.

 

 

 

 

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