Create Resource Forecast Lines

Explanation

Resource forecast lines contain the estimated hours. A resource forecast may consist of a number of lines for each resource depending on the resource criteria.

This activity explains how to add a resource forecast line to an existing resource forecast version.

Prerequisites

• Resource Groups must be defined in the Resource Groups window or in the Resource Navigator/Resource Structure/Resource Groups tab.
• Capacity and cost should be defined for the resource groups.
• Resource Criteria must be defined in the Project/Resource Criteria tab.
• A resource forecast version should exist.
• If the project has mandatory code parts the posting should be set up.
• Spread profiles should be defined in the Project Spread Profile window if spreading should be done automatically by using predefined spread profiles.

System Effects

• The resource forecast line will be created and the ETC hours will be spread linear or nonlinear based on a spread profile.
• ETC Hours and ETC Cost will be updated for the resource forecast 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 Resource Forecast

Related Window Descriptions

Project Resource Forecast

Procedure

1. Open the Project Resource Forecast window and query for the resource forecast version for which you want to add a resource forecast line.
2. Click the Forecast tab.
3. Select a resource group in the resource navigator to simplify entering a resource group to the resource forecast line.
4. Create a new resource forecast line.
5. Use the List of Values to select values for the Sub Project ID field and Activity ID field. You can use the WBS navigator to select a required level. If you add a new line, values for what was selected in the WBS navigator will automatically be entered on the new line.
6. In the Resource ID field, use the List of Values (if you have not selected the relevant resource group in step 3 above) to select a resource which you want to use for the forecast line.
7. Enter a value in either the ETC hours or EAC hours field. Once it is saved, if one of these estimates is the only one made on the forecast line, a value for the remaining empty field will be calculated to be equivalent to the field with the value.
8. Optionally, you can change the default spread profile which is automatically assigned, if you want to use another spread profile for the spreading.
9. Click Save.