Add Resource Assignment Dialog Box

Use this dialog box to assign a resource and value to an activity or work package. This is only used for an unapproved class or a class associated with the change request.

Before you begin, review Rules for Editing Change Details Data.

Resource

Enter the additional resource, or click Search to display the Resource Search dialog box and select a resource.

The information used in the resource search dialog box comes from your cost system (Cobra) or from the Open Plan resource file. It lists the resources of the resource file of the project. It is also filtered to those resources that has calculations.

Class

This field defaults to the class associated with the workflow. If you are adding a new resource assignment to an activity in the Time-phased view of the Change Details view, this field displays the change number of the change request.

Result

This field displays the base unit of the resource selected from the resource field above.

Value

Enter the total number of units (not available percentage) that you want to assign to the resource. For example, enter 40 hours to represent working on an activity full-time for a week.

PM Compass saves up to six digits to the right of the decimal when entering time-phased data in this field.

Spread Curve

Spread curves allow you to define the manner in which a resource assignment is distributed over the duration of an activity.

When you view the Resources tab, each offset and period record will have a linear spread.

The standard curves are:

• Linear: Select this option to interpret the cost as a total quantity and allocate the cost as evenly as possible throughout the control account or work package.

  

• Bell: Select this option to allocate minimal cost at the beginning of the control account or work package, gradually increasing in the middle and then tapering off at the end.

  

• Front Load: Select this option to allocate all of the cost at the beginning of the control account or work package.

  

• Back Load: Select this option to allocate most of the cost toward the end of the control account or work package.

  

• Early Peak: Select this option to allocate most of the cost at the beginning of the control account or work package.

  

• Late Peak: Select this option to allocate most of the cost at the end of the control account or work package.

  

• Double Peak: Select this option to allocate most of the cost in two peaks, one near the beginning of the control account or work package and one near the end.

  

• First Period: Select this option to allocate all the cost to the first calendar period of the control account or work package.

  

• Last Period: Select this option to allocate all of the cost to the last calendar period of the control account or work package.

  

For a forecast class change, if the A Replacement of Existing Time Phased Data option is selected, the spreading starts the period after the status date.

OK

Click this button to save your settings and close the dialog box.

Cancel

Click this button to close the dialog box without saving your settings.

Help

Click this button to view the Help file.

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