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In this example, we are selecting John Doe, who we just added in the previous demonstration: Select and highlight the task you are interested in: Go back to the schedule to assign the resource to a particular task. The other option is to have the resource listed as only a title and not necessarily by name. You can add that particular role, description, and rate to the person. To assign a resource to a role, click on “Primary Role” in the resources menu and click the add icon:
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The Roles tab is already filled out from your previous assignment, and you can use the Notes tab to include important information: In such a case, ensure that you use the correct effective date.
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You can also update this section over time if the rate changes throughout the project. Under the Units & Prices tab, put in the standard rate with the effective date. It is best to check “Auto compute actuals” and “Calculate costs from units”, especially if you will be putting actual cost into the schedule and setting it up to run earned value management techniques. You can also factor in overtime if it is allowed and use a specific calendar for that particular person. Under the Details tab, you can designate the labor classification and the currency. Ensure that the person is marked as active: In the General tab on the bottom part of the screen, you can assign a person’s title, their employee ID, and their e-mail address. You can click in the Resource Name to put a name to your resource, and you can rename the Resource ID:įill in all information that will be helpful in identifying the new resource. Right-click on one of the parent headers to add a resource, or use the Insert key to do so: There may be some default resources already on your list. Select “Resources” from the Enterprise tab from the project menu: To add resources, we will use commonly-used labor assigned to an hourly rate. These steps can be repeated to create other roles in the project schedule. The Limits tab is used to set the allocation and the effective date for the role: Use the Prices tab to fill in details of the standard rate, which will be per hour: Also, you can use the general tab to add any relevant information or description of the specific role: Use the indent icon to create the child role name of the parent role category. Use the “Add” button to insert a new parent role name:Ĭlick your mouse in the new parent header and designate the desired Role ID and Role Name:Īdd a child role name to the new parent role name: Primavera may already contain some default roles in the database however, you can create your own. To create a role in Primavera, select “Roles” from the Enterprise tab in the project menu:
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Resources perform roles if the roles have been identified in Primavera. Resources can include general labor, non-labor, or material. Roles represent personnel job functions, titles, or skills needed to execute projects, where resources specify specific labor. Understanding the difference between roles and resources is important. Prior to taking on the role and resource assignments in Primavera, the instructions below consider the following assumptions: The Primavera planner/scheduler will have already received all of the necessary approvals for their resource-loaded schedule, the person has validated that the cost/budget/resource assignments are correct, the schedule log has been generated and all associated corrections have been implemented, and that all logic ties have been set properly. This article will instruct on role and resource assignments from a high level, as this set of features can take on many detours and get into a considerable amount of detail. Primavera’s role and resource loading capabilities are extremely advanced and it is one of the most effective.