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Default Units/Time
You can enter the default units/time value as a numeric value followed by a forward slash (/) and the appropriate time duration, depending on your user preference setting for time units, or as a percentage for labor and nonlabor resources. For example, if the selected resource is one person, a reasonable value may be eight hours (units) per day (duration). In this case, the Default Units/Time would be 8.00h/d, or eight hours of work per day. If you are entering a percentage, you would enter 100% indicating that the resource is available to work full-time. Similarly, if the selected resource is a department with five people, the Max Units/Time may be 40.00h/d, or 500%. This means that five people can perform 40 hours of work per day, rather than one person performing 8 hours of work per day. The module uses this value in conjunction with the calendar assignment to calculate resource allocation/distribution during scheduling and leveling.
Marking the Calculate Costs From Units checkbox simply flags the corresponding resource in the RBS—if you customize columns in the Resources window to include the “Calculate Costs From Units” column, a checkmark will appear in that column for the corresponding resources. The actual setting to perform a recalculation of resource quantities is on the Calculations tab of Project Details.
Units and prices Use the Units & Prices tab to specify available quantities (limits) for the resource. Setting limits helps you quickly identify areas of resource overload in Resource Usage Profiles using different colors to represent limits and overallocated units in histograms. The module automatically adjusts the resource’s costs for its assigned activities to reflect price changes for different timeperiods.
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116 Part 2: Structuring Projects
Select the resource’s shift calendar and type the applicable |
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Double-click the cell, then type |
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shift number for which you are setting limits, if the shift |
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the resource’s price followed by |
calendar has more than one shift. See the Defining Resource |
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a forward slash (/) and the unit |
Shifts section for information about defining shifts. |
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associated with the price. |
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You can set varying limits |
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The number of units available during each workperiod |
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and prices over time by |
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(hour, day, week, or month) of the specified timeframe; |
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specifying the effective start |
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you can enter a percentage, or a numeric value followed |
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date for each change. |
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by a forward slash (/) and the appropriate time duration, |
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depending on your user preference setting for time units. |
To level resources, you must set availability limits (Max Units/
Time).
You can rename the five available Price/Unit fields in Admin
Preferences, Rate Types tab.
Using Limits for Delayed Resource Start
Use limits to delay the start of a resource in the project schedule until the resource is available. For example, suppose you hire a new engineer, Joe, but he does not start for another month. You can add Joe’s activities and assignments to the project and then set the resource limits as follows:
Effective Date Max Units/Time
10AUG01 0h/h
10SEP01 1h/h
Notes Use the Notes tab to enter comments about the resource. You can use HTML editing features, which include formatting text, inserting pictures, copying and pasting information from other document files (while retaining formatting), and adding hyperlinks.
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Defining Resources and Roles 117
For more information about configuring resources for use with the Timesheets module, see the Administrator’s Guide.
Timesheets Use the Timesheets tab to specify the selected resource’s timesheet login name and whether the resource uses timesheets to record hours for assigned activities. You must first set up login names in the Users dialog box. Choose Admin, Users, then click the General tab.
Click the Browse button to select a login name for Timesheets.
Mark if the resource uses timesheets to record time spent on his or her activities.
Click to access the Users dialog |
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Click the Browse button to select |
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box, where you can specify a |
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the resource’s timesheet |
different login name and password. |
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approval manager. |
Primavera - Project Management