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 18: Assigning Roles, Resources and Expenses

Overview

During the planning stage, Roles may be assigned to Activities to gain an understanding of the resources requirements at an early stage of a project and replaced by a Resource when it is known 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 as discussed in the previous chapter, a Labor Resource has additional functionality including Overtime, Resource Calendars and user-defined Autocost rules. The Labor and Nonlabor resources are similar to the Microsoft Project Work Resources. A Material resource is similar to Microsoft Project Material Resources.

Primavera Version 5.0 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 more functionality.

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 Resource Assignments

Select Edit, User Preferences to open the User Preferences form and select the Time Units tab and Ca lculations tab.

  • Set Default Duration Type

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