Project Planning and Scheduling Using Primavera Version 4.1: For Engineering & Construction and Maintenance & Turnaround

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 asatisfactory order of actions that should be considered when preparing to assign resources toactivities.

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

The table below lists process and suggested options that could be considered when creating aresourced schedule. It is important to set all the parameters before the activities are addedotherwise a lot of time is wasted changing parameters on a number of activities. These are notintended 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 UserPreferences form and select the Time U nits 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 openthe User Preferences form and select the Calculations tab.

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

  • In the Project Workspace, Defaultstab set the default Activity Type.

It is suggested that Task Dependent is used as with thisoption Resource calendars are not used.

  • In the Project...

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