Resource Details Page of the Activity Form PageOverview 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
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