resource load

8/11/2019 Resource Load

1/41

|

ResourceAssignmentConcept

Assign 1 Person, Per Day to Each Activi ty

ResourceOverallocation:Trade

Contractorassertsinstallation

of3,000sqft/dayutilizing3

crewstodothework.

Limitthresholdof9,000sq

ftperdaysetinthe

ResourceDetailssection.


2/41

|2

EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule

TocreatenewResourcesselecttheRESOURCEMode. TodothischooseENTERPRISE,RESOURCES

Ablankresourceselectionboxwillbedisplayedasshowninthegraphicbelow. SelecttheADDbuttonon

therightofthescreen. AfterselectingtheADDbuttonadisplaywillasktochangetheviewtoallresource

SelectOK.


3/41

|3

EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule (continued)

AfterselectingOKtodisplayallresourcesseveralNewResourceWizardDialogboxeswillappear.Thefirst

dialogboxwillappearpromptingtheResourceIDboxaswellastheResourceNamebox. Usethenames

postedbelowandSelectNEXT.

AfterselectingNEXT,thefollowingdialogboxaskingtoselectaresourcetype.SelectLABORandSelect

NEXT.


4/41

|4

EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule (continued)

ThelastscreenispromptingforUnits/TimesandPrices.ChangethePrice/Unitto$0/handtheMax

Units/Timeto0/d. TheDefaultUnits/Timeshouldbesetat8h/d.Seegraphicbelow. SelectFINISH

IntheResourcesmode,clicktheDETAILStabintheActivitiesDetailwindow.MakesurethattheCALCULA

COSTSFROMUNITSisunchecked.Seegraphicbelow.

Makesurethisis

Unchecked


5/41

|5

SettingProjectDefaultsforCalculationsandResources

SwitchtothePROJECTmode,selecttheCALCULATIONStabandthenmakesuretheRESETORIGINAL

DURATIONandUNITStoREMAININGbuttonischecked. ImportantNote:Iftheotherselectionischecke

thedurationswillbezeroedoutwhenattemptingtoputresourcesagainstanactivity.

AlsoUndertheCalculationstab,makesurethesettingsfortheRESOURCEASSIGNMENTSsectionaresho

asdisplayed

in

the

graphic

below

on

the

left.

SettingProjectDefaultsforCalculationsandResources(continued)

VerifyyoursettingsBEFORE loading

anymanhoursorcost

Verifyyoursettings

BEFOREyoustart

loadinganyman

hoursorcost


6/41

|6

Select theRESOURCEStabmakesurethattheDRIVEACTIVITYDATESBYDEFAULTselectionischeckedin

theAssignmentDefaultssection.AlsomakesurethatundertheRESOURCEASSIGNMENTSthatthe

Resourcescanbeassignedtothesameactivitymorethanonceisuncheckedasshowninthegraphicon

thebottom.

VerifyyoursettingsBEFORE loading

anymanhoursorcost


7/41

|7

ResourceActivityAssignment

1. NavigatebacktotheActivitiesMode. ChoosePROJECT,ACTIVITIES

2.

Choose

VIEW,

COLUMNS

3.

SelectRESOURCES

from

the

LIST

grouping

and

move

it

over

into

the

selection

options

by

clicking

on

th

rightarrowbutton. Seegraphicbelow.


8/41

|8

ResourceActivityAssignment(continued)

4. ExpandtheUNITSselectionundertheAvailableOptionsandselectBudgetLaborUnitscolumn.

5. ExpandtheCOSTselectionundertheAvailableOptionsandselectBudgetLaborCostscolumn.



9/41

|9

TheSelectedOptionscolumnshouldbesetuplikethegraphicbelow.

6. SelectallactivitieswhileintheRESOURCEcolumnbyselectingthefirstactivitythenholddownthesh

key,nextrightmouseclickandchooseASSIGN,RESOURCES

Afterrightmouseclickingadropdownmenuwillbedisplayedasdepictedinthegraphicbelow.


10/41

|


7. Thefollowingdialogboxwillappear. SelectwhichResourcetouseforactivitieswith.Choose

LUMPSUM,andthenselecttheASSIGNbutton

Note: Theoneactivitythatdoesnothavearesourceassociatedwithitisamilestone.Noresourcesareo

milestones.


11/41

|


AfterassigningresourcestotheactivitiesinacolumnselecttheRESOURCEStabintheActivityDetailsare

atthebottomofthescreen. AfterselectingtheRESOURCEtabnoticethattherearemanycolumnsofdat

showinginthewindow. Tosimplifyworkingwithresourcescustomizethecolumnsthatareshowinginth

Resourcestab. Todothis,rightmouseclickintheareatotherightofthevisibletabsandselectCUSTOM

ACTIVITY

DETAILS.

See

graphics

below.

TheRESOURCEASSIGNMENTCOLUMNSdialogboxwillappearwithtwooptions;AvailableOptions,which

wheretheselectionsresideandtheSelectedOptions,whicharethecolumnsthatwillbeshowingintheb

MakesuretheonlycolumnsshowingareResourceName,BudgetedUnitsandBudgetedCost,inthatorde

TheResourcetabshouldlooklikethegraphicbelow.

ManpowerResourcewill

managemanpower

assignments

LumpSumCost

Holderwill

managebilling

accounts

RightMouseClickanywhereinthecolumnheadingtocustomizeyourcolumns


12/41

|

CostResourceActivityAssignment

1.

Toviewtheresourcetabinthebottomwindowview,chooseVIEW,SHOWONBOTTOM,ACTIVITY

DETAILS

2. ChoosetheResourcesTabintheActivityDetailswindow. ItispossibletoalsoaddormodifyResource

toaspecificactivityfromtheActivityDetailswindow.


13/41

|

CostandManhourResourceActivityAssignment(continued)

3. PopulatetheBudgetedManHourUnitsfirst,thentheBudgetedCosts.Clickinthefieldtoeditand

manuallytypeinthespecificvalue.OnactivityC10000,intheBudgetUnitscolumntype320Unitsand

theBudgetedCostcolumn,type50,000.

4. PopulateeachactivitywiththeBudgetedManHourUnitsandtheBudgetedCostsfromthedatainthe

spreadsheetbelow.RemembertostartbyinputtingUNITSfirst,thenCOSTforeachactivity.

ClassExercise: CostandManpowerLoadtheTrainingSchedule

TIP:Alwaysloadthe

UNITvaluefirst,then

theCOSTvalue.

AlwaysinputtheUNIT

valuefirst,thenthe

COSTvalue.


14/41

|

ResourceSpreadsheet

1. ChoosetheGroupandSortIcon

2. CleartheIndentCheckBoxandsettheGroupBytoPROJECTonly.

NOTE: ToremovetheprojectnumberandtheStationNo.groupbyfields,selecttheDELETEbutton.

Uncheckanyindent

ifchecked

Takeofftheallbut

thePROJECT

selection

MakesureSHOW

GROUP

TOTALS

is

checked


15/41

|

ResourceSpreadsheet(continued)

3.ChooseVIEW,SHOWONBOTTOM,RESOURCEUSAGESPREADSHEET

4. ChoosethenewlycreatedLUMPSUMresource.

5.SummarizethedisplayfortheLUMPSUMResourcebyclickingontheminussignintheupperlefthand

cornerofthesecondsectionoftheResourceUsageSpreadsheet.


16/41

|


6. ModifythecolumnsandaddacolumnforBudgetedUnits. Seegraphicbelow.

7. IntheUNITSsectionoftheAvailableOptionsselecttheBUDGETEDUNITSandselecttherightarrow

buttontomoveoverintotheSelectedOptionsarea. ThenselectAPPLYandifitlookscorrectclickOK

RightMouseClickin

thecolumnheading


17/41

|


8. NextaddtheBudgetedUnitscolumninthespreadsheet(thirdwindow)aswell. Todothis,selectthe

DISPLAYcommandintheupperlefthandcornerofthelowerrightwindow,forthedropdown,andthen

selectSPREADSHEETFIELDS,BUDGETEDUNITSorCUSTOMIZEandselectfromtheAvailableOptionsint

dialogbox.

9. NextFiltertheResourcesbyCURRENTPROJECTSRESOURCES. Todothis,clickonthedownarrownex

totheDISPLAY:commandintherighthandcornerabovetheResourceUsageSpreadsheet. Seegraphic

below.

MakesureBudgeted

Unitsisshowinghere


18/41

|


10. RightClickintheResourceSpreadsheetareatoactivatetheDialogBox.ChooseSpreadsheetOptions

11.Choose

Calculate

Average

as

well

as

Based

on

Hours

per

Time

Period.

This

will

show

the

number

of

menpertimeperiodratherthanthenumberofmanhourspertimeperiod.

12. ChangetheDivideIntervalTotalsByto172toindicatethenumberofmenrequiredpermonth.

RightClickinthisarea

toactivatedialogbox

BudgetedUnits

columnshouldbe

showing


19/41

|


NOTE:Tochecktheresourcepreferences,selectEDIT,USERPREFERENCESandthenclickontheTIMEUN

tab. Thistabwillsetunitsoftime,durationformat,unitspertimeandhourspertimeperiod. Thestanda

defaultsarelistedinthegraphicbelow.

ThereareothervarioustabsthatcontrolvariousaspectsoftheUsersPreferencesandshouldbereviewed

andor

consulted

with

the

MC

Dean

Scheduling

Group

before

any

changes

are

made.


20/41

|2


TheaverageMENPERMONTHwillbedisplayedthespreadsheetsection. Ifthissectionisnotsummarized

rollupthecentersectionbyclickingontheminussignunderneaththewordDisplay.

13.ToindicatetheLABORCOSTSresource.

ChangethecolumninthecentersectionoftheResourceUsageSpreadsheet. Todothis,rightmouseclick

thecolumnareaandselectCOLUMNS,CUSTOMIZEfromthedropdownmenuthatappears. Expandthe

costsectionandselectBudgetedCosts.

Rightmouseclickhere


21/41

|2


AlsomovetheBudgetedUnitsbackintotheTimeIntervalcategory. SelectAPPLY,thenOKifthecolumn

correct.

NextrightmouseclickthirdwindowoftheResourceUsageSpreadsheetandselectSPREADSHEETFIELDS,

CUSTOMIZE.


22/41

|2


SelectTimeIntervalandselectBudgetedCosts. AlsomovetheBudgetedUnitsbackintotheTimeInterv

category.

SelectAPPLY,thenOKifthecolumniscorrect.

Thescreenshouldnowlooklikethegraphicbelow


23/41

|2


14.RightClickinthespreadsheetareatoDisplaySpreadsheetOptions.CleartheCalculateAveragebox.

MakesureboxisNOT checked.


24/41

|2


15.Rollupthelowercenterwindowifitisnotsummarized. Next,rightmouseclickonthetimescaleinth

ResourceUsagespreadsheetandselectTIMESCALE. Adjustthetimeintervalsettingsifnecessary.

NOTE:TocanchangetheTimescaleintervalsselecttheDATEINTERVALdropdownandchooseQUARTER

MONTH,YEAR/MONTH,WEEK/DAY,etc,etc. Donotchangethetimescaleatthistime.

Rollupifactivities

arenotsummarized

Clickdownarrowfor

dateintervalselection


25/41

|2


16.P6willdisplaythemonthlybillingestimate.

MonthlyBilling

Estimate


26/41

|2

ResourceProfileCreatingGraphsforManpowerandCost

1.ChooseVIEW,SHOWONBOTTOM,RESOURCEUSEAGEPROFILE.

TheManPowergraphispresentbecausethedefaultsettingisforUNITS. ChangethistoCOST.


27/41

|2

ResourceProfile(continued)

2.ChooseDISPLAY,RESOURCEUSEAGEPROFILEOPTIONS

3.OntheDATAtabselectDISPLAYCOSTandchangethedefaultgraphsettings.

Makesureyouhave

selectedtheLUMPSUM

Resource

Select

COST

to

show

budgetedcost

amounts.

SelecttheBudgeted

andRemainingEarly

Boxes

ChangeBarColorsto

whatisshownhere


28/41

|2


ThegraphicbelowindicatestheCostusageovertimegraphically.

4.ForgraphicalmanpowerrepresentationsselecttheUNITSselectionintheResourceUsageProfileOptio

ClickDISPLAYtochangetheResourceUsageProfileOptionstoUnits. Seegraphicsbelow.


29/41

|2


Toshowthecumulativecurve,selecttheCUMULATIVEselectionboxes.LeavetheSHOWLIMITbox

uncheckeduntilfinalizingtheresourceparameters.

Thegraphshouldlooksimilartothegraphicbelow. Noticethecumulativecurvelinepresent.

IfthebarsdonotlooksimilartotheonesaboveselectEDIT,USERPREFERENCESandselecttheRESOURC

ANALYSIStabandmakesuretheIntervalforTimeDistributedResourceCalculationsissettoDAYS.

SelectUNITStoshow

budgetedman

hour

figures.

ChangeBarColorsto

whatisshownhere


30/41

|3


ThiswilldisplaytheManpowerunitsspreadacrosstimeasagraph. Seegraphicbelow. Bydoubleclicking

onthecumulativecurvelinetheunitsatthatmomentintimewillbedisplayed. Seegraphicbelow

Adjustmentscanbemadetothetimescaledensityordisplaybyrightclickinginthetimescalearea(in

green).TochangegraphicalcolorsorotherparametersrightclickinthegraphandselecttheResource

UsageProfileOptions. Seethegraphicbelow.

ResourceActivityAssignmentAssigningQuantitiestoActivities

ForTIMESCA

changes

ForGRAP

changes


31/41

|3

Asstatedearlier,P6hastheabilitytodistinguishbetweenlabor,nonlabor,andmaterialsintheactivitys

resources. Havingalreadycreatedalaborandnonlaborresourcenowcreateamaterialresourceforthe

trainingschedule.Makesuretheactivitiesdetailsviewispresentatthebottomofthescreen. VIEW,SHO

ONBOTTOM,ACTIVITYDETAILS.

RememberthestepsforaddingaResource.

1. SelectEnterprise,Resources. ThiswilldisplayALLResources. OrselecttheResourcesmode.

2.

SelectDISPLAY,FILTERBY,CURRENTPROJECTSRESOURCEStoonlyshowthecurrentprojects

resources. Seegraphicstepsbelow.

3.

SelecttheADDbuttononthecommandbarmenuontherightofthescreentoaddanewresource.A

dialogbox

will

appear

stating

that

the

module

needs

to

display

ALL

resources.

Select

OK.

AfterselectingOK,theResourceWizarddialogboxwillappeartostarttheprocessofcreatinganew

resource.


32/41

|3

ResourceProfileAssigningQuantitiestoActivities(continued)

4. ThefirstdialogboxistheResourceIDandNameselection. UsetheResourceIDandNameshown

below,thenselectNEXT. Seegraphicbelow.

5.

ThenextdialogboxistheResourceType. SelectMATERIALtorepresentQuantities,thenselectNEXT

movetothenextdialogbox. Seegraphicbelow.

Makesureyou

populateboth

boxes,thenselect

NEXT.


33/41

|3


6. ThefinaldialogboxforquantitiesistheUnitandTimePricesselection.

Aswiththeotherresources,settheDefaultUnits/TimeandMaxUnits/Timeto0/d. SelectFINISHas

thisisthelastscreenneededtopopulatewithinformation.

DevelopmentoftheCostCodeStructure

BeforeCostCodescanbecreated,itmustbeunderstoodhowtheprojectisgoingtobebuiltout. Ideally,

theCPMschedulehasbeennegotiatedinamannerthatbenefitsM.C.Dean.Thephilosophyshouldalway

be;howwearegoingtoattacktheprojectsothatitmaximizescrewflowefficiencies. Alwayslookfor

repetitivetasksthatcanbelinkedtogethertocreatecrewflow.Someexamplesofcrews: Underslab,

ElectricRoom,CommunicationRoom,Substation,PowerDistribution,MechanicalRoom,WallRoughin,

OverheadRoughin,UnderfloorRoughin,FireAlarm,Security,etc

Toaccurately

develop

aCost

Code

Structurefor

any

Project,

it

must

be

done

by

having

adetailed

review

processforeveryContractDrawingSheet(EffortleadbytheProjectSuperintendent). TheFollowingsteps

shouldbeappliedtoeachContractDrawingSheetwhenreviewingtoestablishLaborCostCodes.

1.

CCS1: DeterminetheBuildingandLevel

2.

CCS2: DeterminetheArea,CrewAreaandSequence

3. CCS3: DeterminetheSpecialSystems

4. CCS4: DeterminetheTrackingSystemsActivities


SelectFINISH


34/41

|3

ThegraphicbelowrepresentsathegenericCostCodeStructureforuseonallMCDeanProjects.

CCS1 CCS2 CCS3 CCS4

Building Level . Area CrewArea Sequence . Spec.System . Activity

0

00

.

0

0 0 . 00 .

0000

CCS1consistsof3digits;building(1)andlevel(2).

CCS2consistsof3digits;area(1),crewarea(1)andsequence(1).

CCS3consistsof2digits;specialsystems(2);

CCS4consistsof4digits;activity(4).

CCS5consistsof3digitsandshouldonlybeusedinspecialcircumstances,otherwisethedefaultis

000.

ReviewtheCostCodeStructureexamplesbelowbeforeproceedingtotheCostAccountexercise.

EB1.1B1.00.0400EastBuildingLevelB1.Area1.Bathroom#1.PowerSystem.Fixtures

EB1.1C1.00.0400EastBuilding.LevelB1.Area1.TelecomRoom#1.PowerSystems.Fixtures

Note:WhentheSpecialSystemisnotapplicableuse00.

7. ThenextstepintheprocessistocreateCostCodestoaccompanytheresourcequantities. Select

ENTERPRISE,COSTACCOUNTS.


35/41

|3


8. TheCostAccountsdialogboxwillappearaskingtodisplayallcostaccounts. SelectOK.

9. InthenewlycreatedCostAccountentry,populatetheCostAccountIDandCostAccountNamefields

UsetheIDandNameshowinthesecondgraphic. Seegraphicsbelow.

SelectOK

to

see

allCostAccounts

IDandNamecan

beenteredin

eitherlocation.


36/41

|3


10. AftercreatingtheResourceQuantitiesandCostCodes,thenextstepistoassignthemtotheproper

activities. SelecttheACTIVITIESModeandmakesuretheActivitiesDetailswindowisopenatthe

bottomofthescreenwiththeRESOURCEStabselected. Seegraphicbelow.

11. RightmouseclickanywhereintheActivityDetailssectionandselectCUSTOMIZERESOURCECOLUMN

FromtheResourceAssignmentColumnsdialogboxchooseCOSTACCOUNTundertheGENERAL

selectionintheAvailableOptionssection. Seegraphicsbelow.


37/41

|3


12.WiththenewlycreatedCostAccountcolumnadded,assignanewResourceQuantityandCostCodeto

ActivityC10000. SelectAddResourcebuttonatthebottomoftheActivityDetailsintheResourcetab

Seegraphicbelow.

13.NextassignthenewlycreatedResourceQuantity0100 1/2to11/4Conduitbydoubleclickingont

codeintheAssignResourcesdialogboxorbyselectingtheAssignbutton . Seegraphicbelow.

14.

AfterassigningtheResourceQuantitynowassigntheamount. ForactivityC10000assign800LF.

Seegraphicbelow.



38/41

|3

15. Inconjunctionwithloadingquantities,costcodescanalsobeassignedtotheResourceQuanitity.Inth

CostAccountcolumn,selectthelowerrighthandcornerofthecellwhichwillbringupaselection

dialogbox. SelectB05ER0PS0100fromtheavailableCostAccountIDs. Seedialogboxbelow.

ThefollowinggraphicdisplaysthecorrectresourcesresidingintheResourcetabforactivityC10000.

AssigntheCostCodein

thiscolumn

Lookfor

smallbox

withdots


39/41

|3


ClassExercise:

FromthetablebelowfirstcreateeachResourcethencreatethecorrespondingCostCodeintheBASE

projectsResourceandCostAccountdictionary. Thenpoulateeachoftheactivitieshighlightedinyellow

with

the

corresponding

quantities.

The

units

(LF

or

Ea)

are

listed

for

each

activity

as

well

in

the

chart

belo

CostAccountIDResourceID ResourceName CostAccountNa

Quantitiesforeach

activitybyResourceID


40/41

|4


WhenalltheMaterialResourceQuantitieshavebeencreated,assignedthemtothecorrectactivities,give

individualquantitymeasures,andassignedthecorrectCostCodescheckwheretheyarelistedinthebody

theresourcedictionary.

1.

To

do

that

switch

to

the

RESOURCE

mode.

In

the

RESOURCE

mode

scroll

down

to

where

the

newly

createdcodesappear.

NOTE: InitiallytheCurrentProjectsResourceswillnotbedisplayeduntiltheyhavebeenassignedtoan

activity(s).MovingtheResourceQuantitiesupandundertheexistingLUMPSUMresourcecodehelpsloca

thecodesquickerwhenassigningcodesforthefirsttime.

2. MovetheResourceQuantitycodesupandindentthemunderneaththeexistingLUMPSUMResource

Code. SeeGraphicbelow.

ThenextstepistoviewtheindividualResourceQuantitygraphs.

3. SwitchbacktotheACTIVITIESmodeanddisplaytheRESOURCEUSAGEPROFILE,byselectingVIEW,

SHOWONBOTTOM,ResourceUsageProfile.

Moveupandindentunder

LUMPSUMResource

MakesureyourUnitofMeasure

categoryispopulated

UsetheMOVE

keystomoveup,

indentoroutdent


41/41


4. SelecteachResourceQuantityonthelefthandsideoftheResourceUsagewindowtoviewthegraph

therighthandsideofthebottomdisplay. Seegraphicsbelow.

ForQuantityResource01001/2to11/4Conduit

ForQuantityResource011011/2to5Conduit

ForQuantityResource0200PullWire#6&Smaller

resource load

Documents