If resources are assigned to a WBS element, a Labor Resource Assignments grid displays below that WBS row in the Labor Planning grid. Use the Resource Assignments grid to add and review resources. Use the summary view of that grid to review the job-to-date, baseline, estimate-to-complete (ETC), and estimate-at-completion (EAC) hours associated with each resource.
If the summary view is not displayed, click
near the left end of the grid heading row and select
Summary View.
Contents
The lowest level of the
Level/Resource column displays any named or generic resources assigned to the project, phase, or task.
- Named resources are existing employees who work for your firm. Job-to-date hours always display for each named resource.
- Use generic resources as placeholders to represent resource assignments in a plan when you are not sure which named resources will be used.
Resources who have posted or unposted charges on the project, but do not have planned hours, are listed with resources who do have planned hours. They are saved in the plan even if no estimate-to-complete (ETC) hours are assigned.
Hours in the Resource Assignments grid are formatted based on the settings in
Vision Plan Settings. Options include
No Decimal,
1 Digit, and
2 Digits. If you use the
Vision Multicompany feature, the hours setting comes from the Plan Settings of the company to which the project belongs.
Note: When you select the
Cost option, some information may not display because of your security access. Settings on the Accounting tab on the Roles form in
Vision () determine your access rights to labor cost rates and amounts in
iAccess. See the Security Settings and Labor Cost Amounts online help topic for more information.
| Field | Description |
|---|
| + Add Resource
|
Click
+ Add Resource to open the Add Resource dialog box and add a named or generic resource for the WBS element.
|
and
|
indicates that you currently have the calendar view of the Resource Assignment grid displayed, and
indicates that you have the summary view displayed. To switch views, click the displayed icon and select the view from the drop-down list.
|
| RESOURCE
|
This column displays the resource name. Resources are sorted alphabetically, with generic resources first. Named resources follow, and are sorted by last name.
This option is only available if you have the plan checked out.
|
| BASELINE
|
If the project’s plan does not have a baseline version saved, this column is blank. If the plan has a baseline version, this column displays the baseline hours, or the baseline billing or cost amount, for the resource on the current project, phase, or task. The baseline acts as a snapshot of the plan at a certain point in time that you wish to save for comparison purposes. Each time you save the baseline, the baseline updates with the most current amounts.
Calculation: Baseline = Baseline planned hours or amounts for plans
If a project is mapped on multiple
Vision plans that have the
Include in utilization and project report
option selected, the
iAccess totals are the combined value of the plans.
|
| JTD
|
This column displays the job-to-date hours, or the JTD billing or cost amount, for the resource through today on the current project, phase, or task. Posted and unposted hours are included. This non-editable column updates as new timesheet charges are entered.
|
| ETC
|
If
Hours is selected on the Planning toolbar, this column displays the estimate-to-complete hours for the resource on the current project, phase, or task. This is the number of hours required from tomorrow through the end of the plan to complete work on this project, phase, or task element.
If
Amounts is selected on the Planning toolbar, this column displays either the billing or cost value of the ETC hours for the resource.
With
Hours selected on the Planning toolbar, you can enter lump sum hours in this field as long as the end date for the parent WBS row is in the future and there is at least one future work day remaining in the time range defined for that WBS row.
iAccess then spreads the hours across the available calendar periods as follows:
If you enter hours in this field on a date that falls within a calendar period for the WBS row, so that the calendar period has both past and future work days, only the future work days in that period are considered when distributing the ETC hours to that calendar period. Note, however, that
iAccess also calculates and assigns past hours to the past work days in that calendar period. For example, if you enter lump sum ETC hours so that the current weekly calendar period for the WBS row has four past work days and one future work day and that one future work day is allocated 8 ETC hours,
iAccess also automatically assigns 8 past hours to each of the four past work days in the period.
|
| EAC
|
This column displays the sum of the JTD hours and ETC hours or the sum of the JTD amount and ETC amount (billing or cost) for the resource on the current project, phase, or task element.
Calculation: EAC = JTD + ETC
|
| NOTES
|
Enter notes related to the
iAccess project, phase, or task element. This note is attached to the work breakdown structure (WBS) element and is only available in
iAccess. If you save the baseline, revert plan changes, publish the plan, or convert the plan to a
Vision plan, the note is not reverted, published, or converted with the WBS element.
If you delete the note, it is removed from the plan but not the database because it is attached to the WBS identifier. The note is deleted when you remove the WBS identifier from the project through
Vision.
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