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

18.6: Assigning and Removing Resources

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 Assigned Role

To assign a Resource to a Role assigned to an activity:

  • Select the activity to be assigned a Resource,

  • Select the Role to be assigned a Resources from the Resources Details tab,

  • 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 By form,

  • Select which Resources you wish to have displayed in the Assign Roles form from the Filter By form,

  • Select to return to the Assign Resources By Role form,

  • From the Assign Resources By Role form click on the Resource you wish to assign,

  • To assign the Resource either:

    • Double-click on the Resource, or

    • Click on the button.

18.6.2 Assigning a Resource to an Activity Without a Role

To assign a Resource to an activity:

  • 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 to display in the Assign Resources form,

  • To assign the Resource either:

    • Double-click on the Resource, or

    • Click on the button.

You may now edit the hours or Units/Time...

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