The fields (columns) in the Resource Sheet provide information about the estimates. MPM displays <Required> in fields that are required. The WBS ID, Resource, Description, and Overtime fields uniquely define each estimate.
Most of the WBS fields can be displayed in the Baseline view. However, they cannot be edited and initially they are hidden in the view. The WBS fields are listed below.
For more information on the fields, see WBS Field Descriptions.
The fields can be displayed or hidden using Format » Column Hide. The important fields are described below.
WBS ID — The WBS ID is a unique ID assigned to each element of the WBS when the WBS is created. To edit this field, you must be in the Work Breakdown Structure window.
Resource — This is a unique code assigned to each resource at the time the resource is defined in the Resources and Burdens window. You can select a resource code from the drop-down list box. This field is required.
Description — The Description is entered for the element at the time the resource code or WBS is defined. To edit this field, you must be in the Work Breakdown Structure window or the Resources and Burdens window.
Resource Department — You can select a Resource Department from the drop-down list box. The field defaults to the Performing Organization department assigned to the WBS element. You may change the department from the default. The Resource Department list contains the Performing Departments, but Responsible Departments may also be entered.
XREF-EST — Use this optional 20-character user-defined field as a wild card identifier for reporting, exporting, or onscreen filtering to match a specific group of data. You can define the XREF-EST field on the Baseline and ETC tabs in Integrated Planning or the Actuals screen. You cannot rename the XREF-EST field label.
Overtime — You can use the Overtime field as an overtime multiplier, or as a cross reference field. For more information on this field, see Using the Overtime Field.
Start and Complete — The Start and Complete fields default to the WBS start and complete dates. You can enter different dates if you wish. The maximum time span is 10 years. You can work around the 10-year limit by entering a resource estimate in 10-year increments. For example, assume your contract runs for 15 years. You could create two estimates for Resource A. The first estimate would span 10 years; the second estimate would span the remaining five years. To use this approach, at least one of the key fields (Resource Code, Resource Department, or Overtime) must be different in the two estimates.
Estimate Type — This field displays the estimate type that was last used to create the resource estimates value. The field is read-only after the resource has been entered on the grid. If the values were generated by the Autospread function, MPM displays the symbol in the field.
Rate Table — This field specifies the rate table used to calculate the estimates. This field is usually read-only. However, if the Rate Table Override option is set to Yes in the Project Maintenance window, you can select a rate table from the drop-down list box.
Burden Template — This field specifies the burden template used to calculate the burden applied to the estimates. This field is usually read-only. However, if the Burden Template Override option is set to Yes in the Project Maintenance window, you can select a burden template from the drop-down list box. You can define burden templates by department in the Organizational Breakdown Structure window, and by individual resource in the Resources and Burdens window. The burden template assigned to the resource takes precedence for estimating purposes. If there is no burden template defined for the resource, MPM will use the department burden template.
Efficiency — The Efficiency field applies only to the Standard Hours estimate type. All companies do not have established efficiency factors. If your company has established efficiency factors for various activities, the percentage factor is entered in this field. For example, based on a given quantity and learning to date, it is anticipated that worker performance for a particular task is 90% or 90% productive. In this case, you would enter 90 in this field.
Scrap and Rework — The Scrap and Rework field applies only to the Standard Hours estimate type. All companies do not have established scrap and rework factors. If your company has established efficiency factors for various activities, the percentage factor is entered in this field. For example, those tasks that must meet extremely close tolerances may have a high rejection and/or rework requirement. If 25% of all items must be rejected and/or reworked, the scrap and/or rework allowance provides for this estimate contingency. In this example, you would enter 25 in the field.