Use the Settings detail window available from the Administration Resources tab to define settings for the resource, such as the resource calendar and default units/time, as well as P6 Team Member settings. If you subsequently change a setting, it affects only new assignments, not existing ones.
To configure resource settings:
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Resources tab.
- On the Resources tab, select the resource for which you want to define general settings.
- Click the Settings detail window, review the following options and make selections based on your project needs.
Calendar: Click Select to assign a calendar to the resource that is different from the default calendar. Click Create Personal Calendar to create a unique calendar for the resource, or select an existing calendar, and click Select.
Calculate Costs from Units: Select this option to indicate that any new assignment for this resource will have its cost recalculated whenever any quantity changes occur, such as changing an activity's remaining duration.
Auto Compute Actuals: Select to automatically calculate the selected resource's actual quantity of work according to the project plan rather than reported hours in the Timesheets tab of P6 Team Member. Clear this option if the user will use timesheets.
Overtime Allowed: Select to enable the labor resource to record overtime hours for activities.
Default Units/Time: Use the default value or change the default units/time value. Enter these values as units per duration or as a percentage, depending on your choice in the Units/Time Format area of the My Preferences page.
Currency: Click Select to select a currency that is different from the default currency, and click Select.
Overtime Factor: Type the number by which the resource's standard price should be multiplied to determine the resource's overtime price.
Team Member: Configure timesheet settings for the selected resource.
- Click Save.