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Resource / Cost Loading Questions

Brian WalkinMember for 8 years 9 months
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Hello I have two issues:

1. When exporting an Excel to add resources and costs - I need to add add multiple resources or cost values for one activity - I cant get a worksheet that gives me a row per resource. Is this possible?

2. Where I have resources e.g. say Install Concrete has Units 100, if actual units are 45 (45% complete); then why wouldn't remaining units be 55? How is this supposed to calculate. 

Thanks

 

 

 

 

 

3 replies

Oldest first
  1. 0
    Brian Walkin ·

    Hello Zoltan,Thanks for your

    Hello Zoltan,

    Thanks for your detailed reply.

    I can now export and import resources with one or more resources per activity.

    As for the progress update and units, I think I was confusing duration and physical progress and when they are the same and when they are different. All good now I think I have it.

     

    Brain,

  2. 0
    Zoltan Palffy ·

    1. filter for the activities

    1. filter for the activities that you want to add resources to 

    then highlight them all and rigth click and select assign and assign a resource to them

    next export the activities and resources and add any additional resources here

    2. its your resource has ot be setup to auto compute actuals

    go to your resource directory and for the resources that you are using lick on the details tab and make sure that Auto compute actuls is checked.

    next go toyour Projects directory make sure that your project is open and highlighted

    next to to the calculations tab and make sure that under Resource assignments that When updating actual units or cost that the Subtract actuals from actual at completion  is checked.

    also make sure that Recalculate Actual units and cost when duration % complete changes

    3. if you plan to add the SAME RESOURCE to an activity MORE than ONCE in the Projects directory go to the Resources tab and under Resource Assignments make sure that Resources can be assigned to the same avtibity more than once is checked.

    4. if your are using physcial % complete to progress your schedule you MUST run a global change so that the Duration % complete eqauls the physcial % complete because ATUO computing ACTULAS is derived from DURATION % COMPLETE as stated above.

    5. To add a global change go to

    tools

    global change

    add

    where physcial % complete is grether than 0 

    then duration % complete = Physcial % complete

    then on the right select change

    then on the bottom select Commit Changes

    DONE

  3. 0
    Zoltan Palffy ·

    glad I could help

    glad I could help

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