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Adding Activity Resource Estimates

You can plan resource usage by adding resource estimates to activities.

To add resource estimates:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Assignments detail window.
  4. In the Assignments detail window:
    1. Assign a resource or role to the selected activity. See Assigning Activity Resources or Assigning Activity Roles.
    2. Add the Planned Units/Time, Planned Units, Planned Cost, and Planned Duration columns to the detail window. See Showing or Hiding Columns in a Table.
    3. Select an option or enter a value for each field.
    4. Click "" Apply Changes (Ctrl+S).

Related Topics

About Resource Assignments

Assigning Activity Resources

Configuring Activity Resources

Requesting Resources for Activities

Specifying Resource Assignment Rates

About the Recalculate Assignment Costs Feature

Assignments Detail Window of the Activities Page


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