Resource Loading Workshop

8/6/2019 Resource Loading Workshop

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Resource Loading Workshop1


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Available Options

No resource

loading

Singleconsolidated

resource

Three macro

Hybridcombination Microloading

Multiple

projectloading

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Demo

y Type 1

y Type 2

y Type 3

y Type 4

y Type5

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Type 1: L2 No resources4

y Description:

Asample project (level 2) which only covers the constructionpart of refinery unit construction

Add engineering/design, procurement, fabrication to thebeginning; and pre-commissioning, commissioning and start-

up activities to the end of the schedule.

Only one material resource used under Steel Structures tohandle steel quantity.


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Type 36

y Like Type 2 but all the three resources may beindividually consolidates


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Type 4-Hybrid (Pick and choose)7

y Project plan for HDPE manufacturing facility

y Three resources defined

y All the data is matter of fact

y Assignment based on prior experience


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Why Resource Loading?

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Resource Loading Step-by-Step9


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Roles and Resources

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Agenda

Describe roles

Views the roles dictionary

Describe resources

Identify the differences between labor, nonlabor and

material resources

View the resource dictionary

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Roles and Resources

Difference:

Role - Arole is a job titleor skill - for example,

Software Engineer, ProjectManager, Trainer, andDatabase Administrator.

Resource - Aresource is anindividual (or equipmentor material) used tocomplete an activity.

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Roles and Resources (cont.)

The Role dictionary and Resource dictionary are enterprisedata - available for use across all projects. After roles andresources are defined, roles can be associated to resources,identifying the skill sets of each resource. Each resourcealso can be assigned a primary role, which defines the coreskill or responsibility in the organization.

Some organizations use roles as placeholders in activityassignments until specific resources are assigned to do thework.

Step 1

Decide

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Defining Roles

The Rolesdictionarycontainsfour tabs:

General tab - Liststhe Role ID andRole Name. TheResponsibilities

field lists the skillsrequired to perform

the role.

Resources tab - Liststhe resources that

are capable ofperforming theresponsibilities

associated with therole as well as their

proficiency.

Prices tab - Thereare five available

price per unitvalues. The title ofthese values can bedefined in the Rates

tab in AdminPreferences.

Limits tab - Specifyallocation limit(s)for a role. Multiple

limits can beestablished based on

effective date.

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Defining Resources

Generally re-used betweenactivities/projects.

Recorded in terms of price/unit- for example, $50.00/hour.

Labor (people) -Measured in units of

time.

Recorded in terms of price/unit- for example, $465.00/hour.

Nonlabor(equipment) -

Measured in units oftime.

You can add and modifyvariousunits with admin privileges

Material - Measuredin units other thantime - for example,

$4.50/sf.

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Assigning Roles

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Assigning Roles to Activities

If you know which skill sets are required for eachactivity - but not the exact people who willperform the work - you can assign roles to theactivities. Role assignments will act as

placeholders, which you can use later to assign theresources.

To assign a role to an activity, clickAdd Role inthe Resources tab in ActivityDetails.

Step 2

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Assigning Rates on Roles

Rate types are assigned to roles in theResources tab in ActivityDetails.

The rate type determines the price/unitused to calculate costs for the

assignment. The names for each ratetype are defined by your system

administrator in the Rate Types tab ofAdmin Preferences. When you select a

rate type, the monetaryvalue is updatedautomatically in the Price/Unit column.

Step 3

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Objectives

Assign resources by roleAssign labor, nonlabor, and material resources to

activities

Adjust Budgeted Units/Time for a resource

Assign expenses to activities

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Steps for Resource Management

Define resource availability.

Set up the resource name, description, cost, roles, and attributes that control the resource's effect onthe schedule.

Enter the resource name and amount of work planned.

The cost is calculated based on the resource quantity and price/unit as defined in the Resourceswindow.

Use the Resource Usage Profile to view resource quantity/cost information graphically. The profilehelps you analyze when, and to what extent, a resource is allocated.

Use the Resource Usage Spreadsheet to view resource quantity/cost information in a tabular format.Like the Resource Usage Profile, the spreadsheet helps you analyze resource allocation.

Use columns to view total costs.

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Assigning by Role

Resource assignments can be madeby replacing a role assignment with a

specific resource.

At least one role must be assigned toan activity to assign resources by role.When you assign by role, only those

resources assigned to the role aredisplayed in the Assign Resources by

Role dialog box.

When assigning resources by role, aconfirmation dialog box is displayedif the resource selected to replace therole assignment has different defaultquantity/cost settings. These settingsinclude Price/Time, Units/Time, and

Overtime Factor values.

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Assigning Resources

Depending on numerous factors -including the type of activity or type ofresource - you may need to adjust

Budgeted Units or Units/Time whenassigning a resource.

Budgeted Units - The number of units, hours for

example, that a resource is assigned to work onthe activity.

Units/Time - The number of units (hours) aresource is scheduled to work in a specific timeperiod - for example, 8 hours/day. Step 4

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Assigning Resources (cont.)

Assigning a Material Resource

Material resources are not measured inunits of time. For example, Polyform ismeasured in linear feet and concrete is

measured in cubic yards. Units ofmeasure are created in Admin

Categories.After the unit of measure iscreated, it is assigned to the materialresource in the Resource dictionary.

Step 5

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Documents

Resource Loading Workshop