3 Setting Up Resources

To set up work (people and equipment) resources, page 61

1 On the View menu, click Resource Sheet (or another resource view).

2 In the Resource Name field, enter the resource’s name.

3 In the Type field, click Work.

4 In the Max. Units field, type or click the maximum capacity of this resource to accomplish any task.

5 Enter whatever other resource information would be useful to your project.

6 Repeat steps 2 through 5 for each resource.

To set up material resources, page 66

1 On the View menu, click Resource Sheet.

2 In the Resource Name field, enter the material resource’s name.

3 In the Type field, click Material.

4 In the Material Label field, enter the unit of measure you want to use for this resource. For example, you might measure cement in pounds or tons.

5 In the Std. Rate field, enter the cost per unit of measure for this material resource.

6 Enter whatever other resource information would be useful for our project.

7 Repeat steps 2 through 6 for each material resource.

To set up cost resources, page 67

1 On the View menu, click Resource Sheet.

2 In the Resource Name field, enter the cost resource’s name.

3 In the Type field, click Cost.

To enter work (people and equipment) resource pay rates, page 68

1 On the View menu, click Resource Sheet.

2 In the Std. Rate field, enter the resource’s pay rate per standard pay period (such as hourly, weekly, or monthly).

3 If the resource should accrue overtime pay, enter his or her overtime pay rate in the Ovt. Rate field.

4 If the resource accrues a per-use cost, enter that amount in the Cost/Use field.

5 In the Accrue At field, click the method by which the resource accrues cost.

6 Repeat steps 2 through 5 for each resource.

To make a one-time adjustment to an individual resource’s working time, page 70

1 On the Tools menu, click Change Working Time.

2 In the For calendar box, click the name of the resource whose working time you want to change.

3 In the Name field on the Exceptions tab, enter a descriptive name for the nonworking time, such as Vacation.

4 In the Start and Finish fields, type or select the start and finish dates for the nonworking timespan.

5 Click OK.

To edit the regular work week for an individual resource, page 72

1 On the Tools menu, click Change Working Time.

2 In the For calendar box, click the name of the resource whose working time you want to change.

3 Click the Work Weeks tab in the Change Working Time dialog box.

4 Click [Default] or enter a new name and period, and then click Details.

5 Select the working time options you want for the work week, and then click OK.

To document resources with resource notes, page 74

1 Switch to a resource view, such as the Resource Sheet view.

2 Click the name of the resource for which you want to create a note.

3 On the Project menu, click Resource Notes.

4 In the Resource Information dialog box, type the note you want associated with this resource and then click OK.