From Project Planning and Scheduling Using Primavera Version 4.1: For Engineering & Construction and Maintenance & Turnaround
18.6 Assigning and Removing Resources
Resources may be assigned directly to:
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An activity that has an Assigned Role, or
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An Activity without a Role.
18.6.1 Assigning a Resource to an Assigned Role
To assign a Resource to a Role assigned to an activity:
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Select the activity to be assigned a Resource,
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Select the Role to be assigned a Resources from the Resources Detailstab,
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Click on the
button to open the Assign Resources By Roles form, -
Click on the Display: menu and select Filter By to open the Filter Byform,
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Select which Resources you wish to have displayed in the Assign Rolesform from the Filter By form,
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Select
to return to the Assign Resources By Role form, -
From the Assign Resources By Role form click on the Resourceyou wish to assign,
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To assign the Resource either:
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Double-click on the Resource, or
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Click on the
button.
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18.6.2 Assigning a Resource to an Activity Without a Role
To assign a Resource to an activity:
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Select the activity to be assigned the Resource,
-
Click on the
button to open the Assign Resource form, -
Click on the Display: menu and select Filter By and then select from the three options which resources you wish todisplay in the Assign Resourcesform,
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To assign the Resource either:
-
Double-click on the Resource, or
-
Click on the
button.
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You may now edit the hours or Units/Time Period for each resource.
18.6.3 Removing a Resource
Before you remove a Resource from an activity that has more than...
Products & Services
Topics of Interest
18.7 Expenses Expenses are intended to be used for one off non-resource typecosts and could include: Purchase of office equipment to set up a project office, Travel costs, Payment...
18.6 Assigning and Removing Resources Resources may be assigned directly to: An activity that has an Assigned Role, or An Activity without a Role. 18.6.1 Assigning a Resource to an...
18.5 Assigning and Removing Resources Resources are assigned directly to activities. 18.5.1 Assigning a Resource to an Activity To assign a Resource to an activity: Select the...
18.5 Assigning and Removing Roles To assign a Role to an activity: Select the activity to be assigned the Role, Select the Resources tab in the Activity Details form, Click on the...
Overview Traditionally, planning and scheduling software defines a Resource as something or someone that is required to complete the activity and sometimes has limited availability. This includes...
