Resource tab
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
- Click the Add button located on the bottom left of the window. The Resource Assignment window opens.
- Use the information in the table below to complete the fields on this form.
- Click OK to save the form.
In this field: | Do this: | |
|---|---|---|
Resource Type | Select a resource type for the activity. Hard Booked resource costs roll up to the total activity cost as a labor cost.They are company defined and can be virtually anything from a person to something like pipe or concrete. Non-hard booked resource costs roll up to the non-labor costs of an activity. They are company defined as well, and can be virtually anything from a person to something like pipe or concrete. 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. If you selected a hard booked resource for the activity, you can use the Resource Picker to assign a resource to this activity. If you selected a non-hard booked resource, the Resource Picker is unavailable and you must enter the Resource Name. | |
Resource Name | View or enter the resource name. If you selected a hard booked resource, this field is automatically populated. If you selected a non-hard booked resources, you must enter the name of the activity resource. | |
Resource Code | View or enter the resource code of the assigned resource. If you selected a hard booked resource, this field is populated with the code of the selected resource. If you selected a non-hard booked resource, this field is editable and you can enter a value. | |
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. If a hard booked resource is selected, then this field is auto-populated. If a non-hard booked resource is selected, then this field is not populated. If a role data picker is on your form, and you selected a role using the picker, the Role Name is automatically populated. | |
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. If a hard booked resource is selected, this value is read-only and populated based on the rate at which the resource is booked. If a non-hard booked resource is selected, you must enter a rate. If you used a role data picker to select the role, the rate is pre-populated. | |
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 uDesigner to calculate the amount. | |
Role Amount | If this field is not on your form, disregard these instructions. If this field is on your form, this field is automatically calculated. | |
% Units | View or enter the percentage of the resource available for the activity If a hard booked resource is selected, enter the percentage. If a non-hard booked resource is selected,this field is unavailable. If a role is selected using the role picker, this field is automatically calculated. | |
% 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). | |