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

18.8: Suggested Setup for Creating a Resourced Schedule

18.8 Suggested Setup for Creating a Resourced Schedule

The order that topics are introduced in this chapter is also a satisfactory order of actions that should be considered when preparing to assign resources to activities.

The simplest calculation options should be used as a default, and more complex options considered only when there is a specific scheduling requirement.

The table below lists process and suggested options that could be considered when creating a resourced schedule. It is important to set all the parameters before the activities are added otherwise a lot of time is wasted changing parameters on a number of activities. These are not intended to suit every project but are a starting point for less experienced users.

Step

Suggested Settings

  • Set the Units/Time format by selecting Edit, User Preferences to open the User Preferences form and select the Time Units tab.

There is a choice of percentage (50%) or units/duration (4h/d). This should be set on personal preference.

  • Set the Resource Assignments option by selecting Edit, User Preferences to open the User Preferences form and select the Ca lculations tab.

It is suggested that the Preserve the Units, Duration, and Units/Time for existing assignments is selected. With this option as Resources are added or deleted the total number of hours assigned to an Activity increases or decreases. Each Resource's hours are calculated independently.

The options under Assignment Staffing need to...

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