Resource Assignment by Resource Type and Resource Effort
By default, users can select the names of hard booked resources in the Resource tab of an activity's Properties. These hard booked resources are named individual resources added through the Resource Manager or directly to an activity on the schedule sheet. Using the hard booked resources limits resource use to specific named individuals. It does not give insight into the effort expended by that resource, or the expense incurred due to that effort, both of which can be part of the calculation of activity progress. Also, this data can be captured and used as part of the earned progress calculation for use with Earned Value. See Accumulating and Calculating Progress Data for details on earned progress and Earned Value.
The deployment of the optional Resource Assignment Attribute form enables users to select Resource Types (non-booked, such as man hours or equipment) rather than specific individual (booked) resources, and to capture effort and expense incurred due to that effort. The Resource Assignment Attribute form allows users 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. Expenses associated with resources are treated as part of the overall cost to complete an activity. As part of resource assignment Unifier will allow the accumulation of the following data:
- Effort: Depending on the type of resource:
- Labor (number of hours)
- Equipment (number of pieces of equipment)
- Cost: Cost associated with each resource.
- Progress: Progress made by each resource in order to complete activity with respect to effort and not by a percentage value. For example, if the effort for a resource of the Resource Type Labor is 100 hours, then progress should be entered in number of hours and not by percentage. In this case the user should enter progress as 50 hours, not progress as 50%.
- Earned Quantity: Quantity that has been earned based on progress.
- ETC: Estimate to complete or estimate of effort that is still required to complete the task.
- Baseline: Baseline or snapshot of originally accepted effort and cost information.
- Resource Type: Assign a resource of a specific type (such as man hours or equipment), and not be a named user (hard booked resource).
The Activity Attribute form can also contribute to the earned progress calculation through the addition of the Earned Progress and Earned Amount data elements to the form.
Last Published Monday, June 3, 2024