Enterprise Resources (Dictionary) – Creating Resources in the CPM Schedule To create new Resources select the RESOURCE Mode. To do this choose ENTERPRISE, RESOURCES A blank resource selection box will be displayed as shown in the graphic below. Select the ADD button on the right of the screen. After selecting the ADD button a display will ask to change the view to all resources. Select OK. 1 Enterprise Resources (Dictionary) – Creating Resources in the CPM Schedule ‐ (continued) After selecting OK to display all resources several New Resource Wizard Dialog boxes will appear. The first dialog box will appear prompting the Resource ID box as well as the Resource Name box. Use the names posted below and Select NEXT. After selecting NEXT, the following dialog box asking to select a resource type. Select LABOR and Select NEXT. 2 See graphic below. Make sure this is set at 0. Make sure that the CALCULATE COSTS FROM UNITS is unchecked.Enterprise Resources (Dictionary) – Creating Resources in the CPM Schedule ‐ (continued) The last screen is prompting for Units/Times and Prices.00/hr Make sure this is Unchecked 3 . Select FINISH In the Resources mode. Change the Price/Unit to $0/h as well as the Default Units/Time and Max Units/Time. See graphic below. click the DETAILS tab in the Activities Detail window. Verify your settings BEFORE loading any man hours or cost 4 . Important Note: If the other selection is checked the durations will be zeroed out when attempting to put resources against an activity. And in the Resource tab make sure that the DRIVE ACTIVITY BY DEFAULT selection is unchecked in the Assignment Defaults section show in the graphic on the bottom right. Verify your settings BEFORE you start loading any man hours or cost Under the Calculations tab. make sure the settings for the RESOURCE ASSIGNMENTS section are shown as displayed in the graphic below on the left. select the CALCULATIONS tab and then make sure the RESET ORIGINAL DURATION and UNITS to REMAINING button is checked.Enterprise Resources (Dictionary) – Creating Resources in the CPM Schedule ‐ (continued) Switch to the PROJECT mode. Navigate back to the Activities Mode. COLUMNS 3. Choose PROJECT. See graphic below.Resource Activity Assignment 1. Choose VIEW. ACTIVITIES 2. Select RESOURCES from the LIST grouping and move it over into the selection options by clicking on the right arrow button. 5 . 5.Resource Activity Assignment – (continued) 4. Expand the COST selection under the Available Options and select Budget Labor Costs column. 6 . Expand the UNITS selection under the Available Options and select Budget Labor Units column. RESOURCES Must be in the RESOURCE column when selecting all activities After right‐mouse clicking a drop down menu will be displayed as depicted in the graphic below.Resource Activity Assignment – (continued) 6. Select all activities while in the RESOURCE column. then right‐mouse click and choose ASSIGN. 7 . Select which Resource to use for activities with. Choose LUMPSUM. 8 . No resources are on milestones. The following dialog box will appear. then select the ASSIGN button Note: The one activity that does not have a resource associated with it is a milestone.Resource Activity Assignment – (continued) 7. in that order.Resource Activity Assignment – (continued) After assigning resources to the activities in a column select the RESOURCE tab in the Activity Details area at the bottom of the screen. right‐mouse click in the area to the right of the visible tabs and select CUSTOMIZE ACTIVITY DETAILS. which are the columns that will be showing in the box. Available Options. which is where the selections reside and the Selected Options. Right‐Mouse Click anywhere in the column heading to customize your columns The RESOURCE ASSIGNMENT COLUMN dialog box will appear with two options. The Resource tab should look like the graphic below. Make sure the only columns showing are Resource Name. After selecting the RESOURCE tab notice that there are many columns of data showing in the window. To simplify working with resources customize the columns that are showing in the Resources tab. Budgeted Units and Budgeted Cost. See graphics below. Lump Sum Cost Holder will manage billing accounts Manpower Resource will manage manpower assignments 9 . To do this. It is possible to also add or modify Resources to a specific activity from the Activity Details window. Cost Resource Activity Assignment 1. ACTIVITY DETAILS 2. 10 . To view the resource tab in the bottom window view. choose VIEW. Choose the Resources Tab in the Activity Details window. SHOW ON BOTTOM. Click in the field to edit and manually type in the specific value. then the COST value. 11 . then the Budgeted Costs. type 50. On activity C10000. then the COST value. then COST for each activity. in the Budget Units column type 320 Units and in the Budgeted Cost column. Class Exercise: Cost and Manpower Load the Training Schedule Always input the UNIT value first.Cost and Manhour Resource Activity Assignment – (continued) 3. Remember to start by inputting UNITS first.000. Populate each activity with the Budgeted Man Hour Units and the Budgeted Costs from the data in the spreadsheet below. Always load the UNIT value first. 4. Populate the Budgeted Man Hour Units first. 12 . group by fields. Make sure SHOW GROUP TOTALS is checked Uncheck any indent if checked Take off the all but the PROJECT selection NOTE: To remove the project number and the Station No. Resource Spreadsheet 1. Choose the Group and Sort Icon 2. Clear the Indent Check Box and set the Group By to PROJECT only. select the DELETE button. 5. Choose VIEW. 13 . Summarize the display for the LUMPSUM Resource by clicking on the minus sign in the upper left hand corner of the second section of the Resource Usage Spreadsheet. RESOURCE USAGE SPREADSHEET 4.Resource Spreadsheet – (continued) 3. SHOW ON BOTTOM. Choose the newly created LUMPSUM resource. Resource Spreadsheet – (continued) 6. Modify the columns and add a column for Budgeted Units. Right Mouse Click in the column heading 6a. Then select APPLY and if it looks correct click OK. 14 . See graphic below. In the UNITS section of the Available Options select the BUDGETED UNITS and select the right arrow button to move over into the Selected Options area. See graphic below. Next add the Budgeted Units column in the spreadsheet (third window) as well. select the DISPLAY command in the upper left‐hand corner of the lower right window. click on the down arrow next to the DISPLAY: command in the right hand corner above the Resource Usage Spreadsheet. Make sure Budgeted Units is showing here Next Filter the Resources by CURRENT PROJECT’S RESOURCES. for the drop down. and then select SPREADSHEET FIELDS. BUDGETED UNITS or CUSTOMIZE and select from the Available Options in the dialog box.Resource Spreadsheet – (continued) 6b. 15 . To do this. To do this. Change the Divide Interval Totals By to 172 to indicate the number of men required per month.Resource Spreadsheet – (continued) 7. Choose Spreadsheet Options. This will show the number of men per time period rather than the number of man hours per time period. 9. 16 . Budgeted Units column should be showing Right Click in this area to activate dialog box 8. Choose Calculate Average as well as Based on Hours per Time Period. Right Click in the Resource Spreadsheet area to activate the Dialog Box. duration format. The standard defaults are listed in the graphic below. This tab will set units of time. units per time and hours per time period. select EDIT.Resource Spreadsheet – (continued) NOTE: To check the resource preferences. 17 . There are other various tabs that control various aspects of the Users Preferences and should be reviewed and or consulted with the MC Dean Scheduling Group before any changes are made. USER PREFERENCES and then click on the TIME UNITS tab. Expand the cost section and select Budgeted Costs. 10. To do this. CUSTOMIZE from the drop down menu that appears. Change the column in the center section of the Resource Usage Spreadsheet.Resource Spreadsheet – (continued) The average MEN PER MONTH will be displayed the spreadsheet section. right‐mouse click in the column area and select COLUMNS. If this section is not summarized roll‐up the center section by clicking on the minus sign underneath the word Display. To indicate the LABOR COSTS resource. Right‐mouse click here 18 . Next right mouse click third window of the Resource Usage Spreadsheet and select SPREADSHEET FIELDS. then OK if the column is correct.Resource Spreadsheet – (continued) Also move the Budgeted Units back into the Time Interval category. Select APPLY. CUSTOMIZE. 19 . Also move the Budgeted Units back into the Time Interval category. The screen should now look like the graphic below 20 . then OK if the column is correct.Resource Spreadsheet – (continued) Select Time Interval and select Budgeted Costs. Select APPLY.