Project Planning & Scheduling Using Primavera Contractor Version 4.1: For the Construction Industry

Chapter 18: Assigning Resources and Expenses

Overview

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 Contractor 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 Properties form Resource Preferences

  • User Preferences Applicable to Assigning Resources

  • Activity Workspace Resource Preferences and Defaults

  • Assigning and Removing Resources

  • Expenses

  • Setting Up a Resourced Schedule

  • Reviewing 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 Calculations tab.

  • Set Default Duration Type and Default Activity Type

Set these defaults in the Defaults tab in the Projects Properties from.

  • To assign a Resource to an activity

Select the Activity to be assigned the Resource and click on the to open the Assign Resources form.

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