Planning & Scheduling Using Primavera Version 5.0 for Engineering & Construction: Planning and Progressing a Single Project Schedule With and Without Resources In An Established Project Environment

Chapter 17: Creating Roles and Resources

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 people or groups of people, materials, equipment and money.

Primavera Version 5.0 is able to assign Costs, a Calendar, one or more Roles and some personal information to Resources.

Primavera Version 5.0 has a function titled Roles. A Role is normally used at the planning stage of a project and represents a skill or position. Later, and before the activity begins, a role would be filled by assigning a specific individual who would be defined as a resource. Roles may be assigned to both Resources and Activities. A search by Role may be conducted on all the Resources when it is required to replace an Activity Assigned Role with an individual from the Resource pool. Primavera Version 5.0 allows rates to be assigned to Roles.

There are a large number of resource functions available in Primavera Version 5.0. Without getting into too much detail, this book will outline the important resource-related functions that will enable you to create and assign Roles and Resources to your schedules.

This chapter will concentrate on:

Topic

Menu Command

Creating Roles

Select E nterprise, R oles to open the Roles form.

Creating Resources

Open the Resources Workspace:

  • Select E nterprise, Resources, or

  • Click on the button on the Directory toolbar, or

  • Select Resources

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