Project Planning and Control Using Primavera Contractor Version 6: Including Versions 4.1, 5.0 and 6.1

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, Shifts 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 and may be assigned a quantity and the default quantity is one. This function is similar to the Costs function in Microsoft Project 2003, but with far more functionality, and is closer to the Microsoft Project 2007 Cost Resource. As the project progresses Actual and To Complete Units and Costs may be assigned to Expenses in the same way as resources.

This chapter will cover the following topics:

  • Understanding Resource Calculations and Terminology

  • Project and Activity Window Resource Preferences

  • Details Status Form

  • Activity Types and Duration Types

  • Assigning and Removing 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 and Default Activity Type

Set these defaults in the Defaults tab in the Projects Window.

  • To assign a Resource

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