Resource Loading Workshop

Available Options
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No resource loading

Single consolidated resource

Three macro

Hybrid combination

Micro loading

Multiple project loading

Demo
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y Type 1 y Type 2 y Type 3 y Type 4 y Type5

Type 1: L2 No resources
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y Description:  A sample project (level 2) which only covers the construction part of refinery unit construction  Add engineering/design, procurement, fabrication to the beginning; and pre-commissioning, commissioning and startup activities to the end of the schedule.  Only one material resource used under Steel Structures to handle steel quantity.

Type 2: Single Resource Consolidated

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y Single consolidated resource in terms of cost y No weight estimation y Complete dependence on prior project data

Type 3
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y Like Type 2 but all the three resources may be

individually consolidates

Type 4-Hybrid (Pick and choose)

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y Project plan for HDPE manufacturing facility y Three resources defined y All the data is matter of fact y Assignment based on prior experience

Why Resource Loading?

Resource Loading Step-by-Step

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Roles and Resources

Agenda
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 Describe roles  Views the roles dictionary  Describe resources  Identify the differences between labor, nonlabor and material resources  View the resource dictionary

Roles and Resources

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Difference:

Role - A role is a job title or skill - for example, Software Engineer, Project Manager, Trainer, and Database Administrator.

Resource - A resource is an individual (or equipment or material) used to complete an activity.

Roles and Resources (cont.)

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The Role dictionary and Resource dictionary are enterprise data - available for use across all projects. After roles and resources are defined, roles can be associated to resources, identifying the skill sets of each resource. Each resource also can be assigned a primary role, which defines the core skill or responsibility in the organization. Step 1

Some organizations use roles as placeholders in activity assignments until specific resources are assigned to do the work.
Decide

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Defining Roles
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General tab - Lists the Role ID and Role Name. The Responsibilities field lists the skills required to perform the role.

Limits tab - Specify allocation limit(s) for a role. Multiple limits can be established based on effective date.

The Roles dictionary contains four tabs:

Resources tab - Lists the resources that are capable of performing the responsibilities associated with the role as well as their proficiency.

Prices tab - There are five available price per unit values. The title of these values can be defined in the Rates tab in Admin Preferences.

Defining Resources
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Generally re-used between Labor (people) activities/projects. Measured in units of Recorded in terms of price/unit time. - for example, $50.00/hour.

Nonlabor Recorded in terms of price/unit - for example, $465.00/hour. (equipment) Measured in units of time. Material - Measured You can add and modify various units with admin privileges in units other than time - for example, $4.50/sf.

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Assigning Roles

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 Assign roles to an activity  Assign rates on roles

Assigning Roles to Activities

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If you know which skill sets are required for each activity - but not the exact people who will perform the work - you can assign roles to the activities. Role assignments will act as placeholders, which you can use later to assign the resources. Step 2

To assign a role to an activity, click Add Role in the Resources tab in Activity Details.

Assigning Rates on Roles

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Rate types are assigned to roles in the Resources tab in Activity Details.

The rate type determines the price/unit used to calculate costs for the assignment. The names for each rate type are defined by your system administrator in the Rate Types tab of Admin Preferences. When you select a rate type, the monetary value is updated automatically in the Price/Unit column.

Step 3

Objectives
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 Assign resources by role  Assign labor, nonlabor, and material resources to activities  Adjust Budgeted Units/Time for a resource  Assign expenses to activities

Steps for Resource Management

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Define resource availability. Set up the resource name, description, cost, roles, and attributes that control the resource's effect on the schedule. Enter the resource name and amount of work planned. The cost is calculated based on the resource quantity and price/unit as defined in the Resources window. Use the Resource Usage Profile to view resource quantity/cost information graphically. The profile helps you analyze when, and to what extent, a resource is allocated. Use the Resource Usage Spreadsheet to view resource quantity/cost information in a tabular format. Like the Resource Usage Profile, the spreadsheet helps you analyze resource allocation. Use columns to view total costs.

Assigning by Role
23 Resource assignments can be made by replacing a role assignment with a specific resource.

When assigning resources by role, a confirmation dialog box is displayed if the resource selected to replace the role assignment has different default quantity/cost settings. These settings include Price/Time, Units/Time, and Overtime Factor values.

At least one role must be assigned to an activity to assign resources by role. When you assign by role, only those resources assigned to the role are displayed in the Assign Resources by Role dialog box.

Assigning Resources
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Depending on numerous factors including the type of activity or type of resource - you may need to adjust Budgeted Units or Units/Time when assigning a resource.
Budgeted Units - The number of units, hours for example, that a resource is assigned to work on the activity. Units/Time - The number of units (hours) a resource is scheduled to work in a specific time Step 4 period - for example, 8 hours/day.

Assigning Resources (cont.)

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Assigning a Material Resource

Material resources are not measured in units of time. For example, Polyform is measured in linear feet and concrete is measured in cubic yards. Units of measure are created in Admin Categories. After the unit of measure is created, it is assigned to the material resource in the Resource dictionary.

Step 5