Template Resource Files

Template resource files help you build a calculation for the resources that you are importing from a schedule. The resources are calculated during the import process.

Without a template resource file, there are at most only two results - Hours and Direct - when you import data from a schedule. The rate for the resource in the schedule is used to determine the number of results. If the rate is 0 or 1 then the only result used is Direct. If the rate in the schedule for the resource is not 0 or 1, the two results Hours and Direct are created. The rate used for the Direct result is the same name as the resource. If you are importing rates from the schedule, that rate is imported from the schedule into a rate set with the same name as the resource (rate escalation is never imported from the schedule).

With a template resource file, you can build a complex calculation when importing data from the schedule. A template resource file is just a different resource file that contains resources named to identify which calculation should be used when importing data.

If you use Open Plan or Primavera, the resource name must be the same as the units for the resource in the schedule. For example, if the schedule contains data using Dollar as the unit, the calculation for the resource named Dollars in the template resource file is used on all new resources imported from the schedule with units of Dollars. If Hours is a unit in the schedule, the calculation for the resource named Hours in the template resource file is used on all new resources imported from the schedule with units of Hours.

If you use Microsoft Project, the resource name must be WORK, MATERIAL, or any value you have entered as the material label in Microsoft Project.

If a resource in the template resource file is found with the same name as the resource in the schedule, that calculation is used. This override method applies to data being imported from all schedules.