Defining Resources and Roles 111
Viewing and Adding Resources
Use the Resources window to view and add the resources required to complete all projects across the organization. Structure the hierarchy of resources according to the work performed. For example, you may have various teams comprised of individuals in several resource groups in the organization. You can set up the hierarchy so that the people managing these groups are at a higher level than the resources in the groups.
You can set up multiple root, or top-level, elements in a resource breakdown structure (RBS). A root RBS element serves as the lead person (such as a manager), instead of a division or a department. For this reason, you cannot roll up lower-level resources to the root resource.
You can also open the Resources window at the global level—without any projects open.
Team leaders, project managers, and resource managers in charge of teams or groups in the organization should jointly establish the resource hierarchy. The program manager and/or project controls coordinator may need to participate in this process to make sure resources are distributed consistently based on availability.
Primavera - Project Management
112 Part 2: Structuring Projects
To change the resource display from hierarchy to list view, click the Resource ID column label. A triangle symbol in this column label indicates a list display. You can sort resource information in a list display by clicking a column label.
View resources Choose Enterprise, Resources, or click Resources on the Home workspace. Click the Display Options bar, then choose one of the following:
nTo view detailed information about a specific resource, choose Details, then select the resource whose information you want to view.
n To view resources as a chart, choose Chart View.
nTo select the columns to include in the display, choose Columns, Customize, or one of the predefined column displays.
nTo select the resources to display, choose Filter By, then choose All Active Resources, All Resources, or Current Project’s Resources.
nTo organize the resource hierarchy, choose Group and Sort By, and choose one of the predefined groupings or customize your own.
If resource security is enabled, the module only displays the resources you have access rights to view. Refer to the
Primavera Administrator’s Guide for more information.
Add a resource Choose Enterprise, Resources. Click the Display Options bar, then choose Group and Sort By, Default, to display the resource hierarchy. Select the resource immediately above and at the same level as the resource you want to add, then click Add. Depending on your user preferences, the New Resource wizard may be started. The wizard prompts you to add the information included on each tab in Resource Details. If you do not use the wizard, this information can also be entered directly on each tab. To display Resource Details, click the Display Options bar, then choose Details.
Refer to this section to establish basic resource information. To specify additional information, refer to the following sections later in this chapter:
nCodes – “Defining and Assigning Resource Codes and Values” on page 119
nRoles – “Setting Up Roles” on page 122 and “Assigning Roles to Resources” on page 127
Primavera - Project Management
Defining Resources and Roles 113
Use Resource Details to add, view, and edit detailed information about a new or selected resource.
Click the left/right arrows to indent or outdent a selected resource to denote its position in the hierarchy; click the up/down arrows to move a selected resource up or down in the hierarchy.
General information Use the General tab to enter general information about the selected resource, including the resource’s ID, name, title, employee ID, e-mail address, office phone numbers, and status.
The employee identifier |
|
|
corresponding to the |
|
|
resource, such as social |
|
|
security number, used |
|
|
for the employee in your |
|
|
company |
|
|
If the resource is associated with a user in |
|
If this checkbox is marked, the |
|
||
the Timesheets module, this field will |
|
resource is available for assignment; |
correspond to the E-Mail Address on the |
|
if cleared, it indicates an inactive |
Contact tab of the Users dialog box. |
|
status or unavailability. |
Primavera - Project Management
114 Part 2: Structuring Projects
Details Use the Details tab to specify a resource’s labor classification— labor (personnel), nonlabor (equipment), or material (supplies), indicate whether a resource can log overtime hours, assign a calendar to the selected resource, specify the resource’s default units/time, specify how actual and remaining units are applied for a resource’s assignments, and indicate that any assignments for a resource will have its quantities recalculated whenever any cost changes occur.
The module uses your calendar assignments for activity scheduling, tracking, and resource leveling; you can select a global calendar or a resource calendar for the resource.
You can select a unit of measure name and abbreviation for the material resource.
By default, displays the view currency selected in User Preferences when the resource was added; you can select a different currency to associate with the resource.
Mark to enable the labor or nonlabor resource to record overtime hours for activities in the Timesheets module.
Type the number by which the resource’s standard price should be multiplied to determine the resource’s overtime price (standard price * overtime factor = overtime price).
The minimum amount of time a resource is available to work on an activity
Mark to automatically calculate the selected resource’s actual quantity of work according to project plan rather than reported hours in the Timesheets module; clear if you are using the Timesheets module to update actuals.
Mark to indicate that any new assignments for this resource will have its costs recalculated whenever any quantity changes occur, such as changing the estimate to complete for an activity.
Primavera - Project Management