Enter Activity Units

Units entered on an activity indicate the amount of effort that will be required to complete the work on the activity. Units can be defined at the activity level if you do not plan to assign resources or roles to your schedule, or you can enter units on individual resource and role assignments for each activity. If assignments exist on the activity, units entered at the activity level are distributed among assignments with the same type (Labor or Nonlabor) as the activity field. Units entered on assignments roll up to activity fields of the same type as the assignment.

In general, the work performed on any activity has a cost. The cost of your activities is determined by multiplying work units by the rate price of each work unit. Entering units on an activity or assignment may affect corresponding costs, and entering costs on an activity may affect its units. For a detailed explanation of unit and cost fields and the rules for entering values on these fields, see Understanding Activity Units and Costs.

To enter activity units:

  1. Navigate to the Activities page
  2. On the Layout menu, select Activity Details, and then select an activity in the table.
  3. To enter units at the activity level, do either of the following:
    • In the table, enter cost, unit, or duration values in the appropriate fields. To add columns to the view, select the Open Column Selector icon in the column header or the Settings icon in the page toolbar.
    • Select the Status detail window. In the header of the Units or Costs column, select the unit or cost type that you want to edit. To edit actual values, the activity must be In Progress or Completed. To edit duration values, update the values in the Duration column of the detail window.
  4. To enter units at the assignment level, do the following:
    1. Select the Resource Assignments detail window, and then select a resource or role assignment.
    2. Modify cost, unit, duration, or units/time values for the assignment.
  5. All changes made to this page are saved automatically.

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