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Assigning Roles to Resources
For information on assigning resources to activities by role, see “Working with Activities” on page 201.
The set of roles you assign to a resource describes the resource’s skill capabilities. These role assignments make it easy to assign resources to activities according to role. You can also assign roles to activities directly when you are unsure of the actual resources available to work on those activities. You can later replace the roles with the applicable resources.
You can assign roles to resources in two ways: from the Resource Details window or from the Roles dialog box.
Assign roles to resources from the Resource Details window
Choose Enterprise, Resources, select the resource to which you want to assign a role, click the Display Options bar, then choose Details. Click the Roles tab, then click Assign.
Mark the checkbox for the role you want to use as the default role, if there are more than one listed for the resource.
Displays resource roles for the selected resource; click the Role ID column label to sort the display.
You can modify role names in |
You can analyze resource and skill |
the Roles dialog box (choose |
supply and demand using role and |
Enterprise, Roles). |
proficiency usage profiles. |
Assign roles to resources from the Roles dialog box Choose Enterprise, Roles. Click the Display Options bar, then choose Roles Details. Select the role you want to assign. Click the Resources tab, then click Assign.
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Select the resource to which you want to assign the selected role; click the Assign button, then click the Close button.
Double-click the displayed proficiency level, then select the appropriate proficiency level.
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Defining Custom Resource Curves
If some of your activities require unique future period allocations because planned work cannot be accurately distributed using custom resource curves, you can manually enter future period budgeted and remaining units values for assignments in the Resource Usage Spreadsheet (Resource Assignments and Activities windows). Refer to “Manually Planning Future Period Assignments” on page 224 for more information.
For instructions on assigning resource curves to resource and role assignments, see “Assigning Resource Curves to Resource or Role Assignments” on page 223.
Resource/cost distribution curves enable you to specify how you want resource units or costs spread over the duration of an activity. Resource units and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves. The Resource Usage Profile and Resource Usage Spreadsheet reflect resource curves. Resource curves are not used when leveling.
The module contains a set of pre-defined resource curves you can assign to resource/role assignments. When the pre-defined resources curves do not accurately capture how units should be spread for some of your project’s activities, you can create global custom resource curves. If many activities require resource/role units to be spread using the same distribution curve, you can define the custom curve and assign it to the necessary resource/ role assignments.
If timesheet data exists for the actuals, curves are ignored for the actuals and are spread using the timesheet data. Activities with timesheet data continue to spread the remaining units using the curve. To use curves to calculate the Actual Units/Cost and EV Units/Costs, mark the Recalculate Actual Units and Costs when duration % complete changes checkbox in the Calculations tab in Project Details.
Resource curves do not support expenses. The Accrual Type field will continue to spread the expenses.
Add a custom resource curve Choose Enterprise, Resource Curves. Click Add. Select an existing curve from which to copy the curve value percentages, then click Select. Type a name for the new resource curve.
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You can type 
up to 60
alphanumeric characters for the new resource curve name.
Click Modify to define the curve’s distribution. Edit the curve value percentages to create a curve that indicates how your costs/units should distribute over time. Curves are defined by 21 points (at 5% intervals from 0 to 100). Click Prorate to make the total of the distribution values equal to 100% while maintaining the shape you specified. Click OK, then Close.
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Resource lag is taken into consideration. The curve should begin on the “lagged” start date.
Delete a custom resource curve Choose Enterprise, Resource Curves. Select the global curve you want to delete. Click Delete, then click Yes.
You cannot delete the default curves. If you delete a resource curve assigned to a resource or role assignment, the curve is removed from the assignment, and earned value for those assignments is recalculated.
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