Resource Details Page of the Activity Form Page

Overview

Use this page to assign resources and specify details for the resources such as units, costs, and rate.

Screen Elements

Resource field

The name for the resource. Click the name of a resource to view their usage in a spreadsheet or histogram format.

Role field

The name of the role.

Primary Resource option

Determines whether the corresponding resource is the activity's primary resource.

Typically, the primary resource is the person responsible for the overall work on the activity and for updating activity status.

Proficiency field

The skill level of the resource: Master, Expert, Skilled, Proficient, or Inexperienced.

Planned field

The expected number of units required to complete the activity.

Actual field

The exact number of units that have been expended or the total cost that has been incurred for the selected activity.

Remaining field

The number of units required to complete the activity.

Planned Units/Time field

The planned units per time at which the resource is to perform work on this activity.

For example, a person assigned full time would perform 8 hours of work per day. A department of five people might perform at 5 days per day.

Remaining Units/Time field

The units per time required to complete the activity.

Price/Unit field

The price per time for the resource on this activity.

This price is used to calculate the resource's cost for the activity. When the resource is assigned to the activity, the resource's price is copied to the assignment based on the effective date of the price and the activity start date. The assignment price is refreshed whenever resource prices are synchronized for the project.

Planned field

The planned total cost for the activity, including labor resources, nonlabor resources, and project expenses.

Calculated as Planned Labor Cost plus Planned Nonlabor Cost plus Planned Expense Cost.

Actual field

The actual total cost for the activity, including labor resources, nonlabor resources, and project expenses.

Calculated as Actual Labor Costs plus Actual Nonlabor Costs plus Actual Expense Costs.

Remaining field

The remaining total cost for the activity, including labor resources, nonlabor resources, and project expenses.

Calculated as Remaining Labor Costs plus Remaining Nonlabor Costs plus Remaining Expense Costs.

Curve field

The resource's units and costs distributed over the duration of an activity.

A curve can only be assigned to activities that have a duration type of Fixed Duration and Units or Fixed Duration and Units/Time.

A manual curve type indicates that the assignment's future period resource distribution was manually entered in the Resource Usage Spreadsheet of P6 Professional. If you select a different curve type, the manually-entered distribution is deleted, and the units and costs for the assignment are redistributed according to the curve you select. Be sure this is the appropriate course of action before replacing a manual curve with another curve.

Rate Source field

The value that indicates which price/unit will be used to calculate costs for the assignment, such as Resource, Role, and Override.

When a resource and only a resource is assigned to an activity, the rate source will automatically equal Resource. When a role and only a role is assigned to an activity, the rate source will automatically equal Role. When both a resource and role are assigned to the activity, the rate source can be either Resource or Role determined by the Rate Source Preference. In any case, the Override value allows you to specify any other price/unit.

Rate Type field

The price/unit used to calculate costs for the resource or role assignment.

Resources and Roles can have up to five rate types, with each rate type reflecting a different price/unit. Rate types are defined in P6. When you add a new assignment, the rate type defaults to the setting specified for the project. When you edit a rate type and click Save, the Price/Unit is updated to reflect your change, and if the Calc Cost from Units option is selected, costs are recalculated.

Calc Cost from Units option

Determines whether to override the cost calculation setting that is specified for the assigned resource or role.

Drive Activity Dates option

Determines whether to override a resource's default setting for the selected activity.

Cost Account field

The cost account associated with the resource.

Delete Assignment link

Deletes the current assignment.

Tips

  • You can determine the default units/time, overtime factor, and price/unit for an activity on the Global tab of the My Preferences page.
  • When you add or remove activity assignments, a setting on the Global tab of the My Preferences page, which is turned on by default, automatically e-mails affected resources. To turn off this feature or add a prompt before sending e-mail, clear this option or mark the option to prompt in the General section of the Global tab.
  • In the Select Resources and Select Roles windows:
    • To change the list order, select an option from the Organized by list.
    • When assigning resources for unstaffed roles, to list only resources who can staff an assigned role, use the Resources by Role organize option.
    • To search for a role or resource, select the search criteria from the list and type the search variable, then click Search. Click Clear Results to return to the full resource or role display.

Getting Here

From the Workgroup Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Resources section and click a resource.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Resources section and click a resource.

Related Topics

About Resources

About Roles

Configuring Activity Resources

Configuring Activity Roles


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