18 Assigning Roles, Resources and Expenses

Overview

During the planning stage, Rolesmay be assigned to Activities to gain an understanding of the resources requirements atan early stage of a project and replaced by a Resource when it isknown who will be undertaking the work. A Resource may be assigned:

• Directly to an Activity, or

• To a Role which has been assigned to an Activity.

There are three types of resources, Labor, Nonlabor and Material, and asdiscussed in the previous chapter, a Labor Resource has additional functionality includingOvertime, Resource Calendars and user-defined Autocost rules. The Laborand Nonlabor resources are similar to the MicrosoftProject Work Resources. A Materialresource is similar to Microsoft Project MaterialResources.

Primavera Version 4.1 also has a function titled Expenses,where costs may be assigned to activities without resources. This is similar to the Costs function in Microsoft Project but with far morefunctionality.

This chapter will cover the following topics:

• Understanding Resource Calculations and Terminology

• Project and Activity Workspace Resource and Role Preferences

• Details Status Form

• Activity Types and Duration Types

• Assigning and Removing Roles and Assigning Resources

• Resource and Activity Duration Calculation and Resource Lags

• Expenses

• Suggested Setup for Assigning Resources

  Topic	Menu Commands
  Set Units/Time Format and ResourceAssignments	Select Edit, User Preferences to open the User Preferences form and select the Time Units tab and Calculationstab.
  Set Default Duration Type and DefaultActivity Type	Set these defaults in the Defaults tab in the Projects Workspace.
  Assign a Role to an Activity