Setting up Resources

The Resource Library allows you to define various types of resources that can be assigned to activities in your schedule. The Resource Library window can be accessed by selecting Resource Library from the Info menu.

Resource Library.png

Adding Resources

Resource Library - Add Resource.png

A new resource can be created by clicking the Add button in the Resource Library. From here you can define the attributes of your new resource which include:

  • Name: This is what your new resource will be referred to as throughout your Project. Your resource's name must be unique within the Resource Library.
  • Type: Your resource may be one of three types. Labor is used for manpower (e.g., landscaping crew or foreman). Non-Labor is used for equipment such as a crane or an excavator. The Material type would be used for resources like cubic yards of concrete or piles to be driven.
  • Unit Label: If you would like to change the units in which quantities of the resource are shown you may specify a customized unit label. For instance, you may want your resource for flooring tiles represented in "square feet".
  • Maximum: This is the maximum concurrent allocation your new resource may have on a single day of work before the resource is considered Over Allocated. This can be useful for identifying when overlapping activities that share a resource would exceed the actual quantity that is available for work or usage. For example, if you have five carpenters on a job site and two tasks with three carpenters required for each you may specify five for the maximum. If the two tasks overlap you can quickly identify the period of time during which you have committed more carpenters than you have available and adjust the schedule accordingly. See the Resource Utilization Graph help for more information on how this is accomplished.
  • Billing Method: Whether the billing rate is applied Hourly or Daily.
  • Hours Per Day: If the Billing Method is Hourly you must specify how many hours per day to bill for.
  • Rate: The monetary rate for each day of use.
  • Cost Per Use: The the base level bill for each usage of this resource.

A valid value is required for all attributes in order to create the resource.

Managing Resources

  • Sorting: The resources in the library may be sorted by any attribute by clicking on the corresponding column header. This ordering does not affect resource behavior and is available so you may more easily examine the resources available to your project.
  • Delete: A resource may be deleted by selecting it and clicking the Delete button. All resource allocations will also be deleted. Multiple resources can be deleted in one action by selecting more than one resource using the Ctrl or Select keys on the keyboard during selection.
  • Edit: A resource can be modified by clicking the Edit button. A dialog similar to the Add Resource dialog will appear. See the Adding Resources above for a description of resource attributes.

Changes you make are not applied until you click the OK button. If you want to not apply the changes you have made click Cancel and any modifications made since you opened the dialog will be discarded.