Assign Resource to Activity

Explanation

Perform this activity to add a resource to an activity. The main purpose of this is to control who will work on a certain activity and how much work is to be done, with more detail. The values given here will be used for performing an approximate capacity planning across one or more projects.

Several resources can assign to one activity. It is important that the resources connected have cost and capacity defined for the right period according to the project. The resource cost and capacity to use is defined by the early start and finish dates of the activity. The cost and hours for the resources will be reported to the project according to the posting control setup.

It is possible to add a resource to the planning also when project level or sub-project level is selected. But in those cases, sub project ID and/or activity ID need to be specified since the project resource planning is always done on activity level.

Same resource ID can assign on several lines by using the resource criteria.

Prerequisites

• Resource groups with capacity and cost should be defined in the Resource Groups window or in the Resource Navigator/Resource Structure tab.
• Resource criteria should be defined to be able to use another level of planning other than only resource.

System Effects

• The activity will be included in the rough capacity planning.
• Planned hours and planned cost will be updated for the resource line. If the cost of the resource or postings are changed later it is possible to use the Update Cost menu option and update the change.

Window

Project Navigator/Resource
Activity/Resource/Resource Planning
Activity Resources

Related Window Descriptions

Project Navigator/Resource
Activity/Resource/Resource Planning
Activity Resources

Procedure

1. Open the Project Navigator window and select the appropriate activity from the graphical structure navigator.
2. Go to the Resource tab and click on the Resource Planning tab.
3. Select a resource group in the resource navigator to simplify the entry of resource group in the resource planning line.
4. Create a new record.  
5. Select a Resource ID from the List of Values if relevant resource group was not selected in step 3 above.
6. Appropriate criteria can be selected if resource criteria have set up. It's possible to use % for all.
7. Required duration type can select in the Duration Type column if any interface takes place with Primavera Project Planner.
8. Enter a value in the Planned Hours column.
9. Enter a text in the Note field if needed.
10. Save the record.

Note that the above procedure can also be done in the Activity/Resource/Resource Planning tab.