Resources Tab of the Change Details View
The Resources tab contains a list of resources assigned to the activity.
The quantity column displays the total amount that will be spread over
the duration of the activity. The units come from the resource definition
as the one stored in Open Plan or imported through the general import
and cannot be changed in this view.
At the work package level, you can see the costs that were calculated
by adding resource assignments to activities. Since the cost system does
not calculate nor store costs at the activity level, when you select an
activity in the Change Details grid, the Resources tab is enabled and
the Costs tab is
disabled.
Attention: See Respread
Costs to learn how costs are respread when work package requested
forecast dates are changed.
When making a change request, use the Resources tab to complete the
following tasks:
If the Workflow Type Configuration option Model
Change as is set to A
New or Change Amount, you may not edit existing resource assignments.
In order to delete a resource assignment or reduce hours, you must insert
a new line and enter a negative value to indicate a change. In order to
increase hours, you must insert a new line and enter a positive value
to indicate a change. Upon final approval of the change request, the delta
hours will be rolled into the final budget.
The Resources tab displays the following fields and
options:
Work Package/Activity ID
This field displays the Activity ID for the activity you selected in
the Change Details grid. The field name is Work
Package / Activity and the field displays Work
Package ID / Activity ID.
Description
This field displays a description of the selected activity.
Status
This field displays the status of the selected activity: Planned,
In-Progress, or Complete.
Resources Grid
Grid Toolbar
Option |
Description |
Resources |
Click the drop-down arrow to display the
following options:
Print: Select this option to display
the Print Preview form. Export
to Excel: Select this option to open the Microsoft
Excel application with the grid’s contents displayed. Enable
Grouping: Select
this option to set a field that will be used to group the
records in the grid. You can then drag a column heading from
the grid to use as the main grouping field. Drag a second
column to the right or left of the first to sort by both columns.
Select Enable Grouping
again to disable grouping. |
Insert |
Click this button to display the Add
Resource Assignment dialog box and add a new resource assignment.
This button is disabled for in-progress and completed activities. |
Delete |
Click this button to delete the currently
selected row. |
Time Phased Grid Columns and Rows
Through the Time-phased view on
the Resources tab in Change Details, you can view and edit activity-level
resource assignments across the early dates for planned activities in
a time-phased manner.
The Time-phased view displays the following columns
for each resource assignment.
Column |
Description |
Resource ID |
This column displays the unique ID of the
resource.
For example, ENG
could represent an engineer. This column displays ID's for all
resources associated with the project. If no resources are assigned
to the selected project, the Time Phased grid will be blank.
Click  to search
for and select a new resource. The information used in the look-up
comes from your scheduling system.
The list is filtered to include only those
resources that have been assigned to the project. If you need
to assign a resource that is not already assigned to the project,
make a note of that resource in the Notes tab. When you select
a Resource ID, the Description
and Unit will automatically
be displayed. |
Description |
This column displays the description of
the resource. |
Change Number |
If you change the resource assignments on
an activity, this column displays the Change
Number.
If no changes have been made to the resource
assignment, this column is blank regardless of cost class entries
on the assignment in Open Plan. |
Units |
This column displays the unit of measure
assigned to the resource in Open Plan. |
Total |
This column displays the total amount for
all the time-phased periods.
If you update the amount of the resource assignment
for any time-phased period, the Total column displays the sum
of the time-phased periods, and the cost class is replaced with
the change number.
|
Time-phased Periods |
The column header dates come from the Open
Plan Reporting calendar selected on the Cost tab of the Project
Properties dialog box.
This column displays the amount of the resource
assignment for each time-phased period. |
The dates for the selected
resource displayed on the Resource tab in Change Details are similar to
the information displayed in the Time-Phase view on the Resources tab
of the Activity Details dialog box in Open Plan.
Setting the Open Plan Reporting Calendar
The time phasing of the resource assignment’s periods is based on the
reporting calendar in Open Plan. Therefore, make sure that the reporting
calendar in the schedule matches the Cobra calendar. If you have previously
exported the reporting calendar, you must export it again using Cobra
to include the day the period ends.
Editing Resource Assignments in the Time-phased View
New or Change Amount Workflow Type
If your workflow type is configured as A
New or Change Amount, you will not be able to edit existing resource
assignments. However, you will be able to add or insert a duplicate resource.
In this scenario, the Time-phased view will display two rows for the same
resource, with the newly inserted resource identified with the change
number.
Replacement Workflow Type
If your workflow type is configured as A
Replacement of Existing Time Phased Data, you will be able to edit
the Total and Time-phased period columns of any existing resource assignments
for planned activities.
Tip: In Open Plan, if you have
populated the Cost Class field
on the resource assignment, the Time-phased view will display the resource
assignments on different rows. In PM Compass, the Time-phased view on
the Resources tab will display one row per resource assignment.
All changes to the activities, their resource assignments, and relationships
are recorded in the schedule change log.
How Resource Assignments Are Stored
When you add a new resource assignment, you identify
a curve. The assignment is then spread over the periods (based on the
duration) using that curve. If you subsequently change the activity duration,
the assignments are spread over the new duration using the same curve.
After you add an assignment to an activity, you can
update individual periods. This changes the way the assignments are saved
in the database. When you change the time-phased values, a record for
each period is saved in the database using offsets and periods to define
the amount in each period. This will increase the amount of data and may
negatively affect the performance of Open Plan.
Changing the Duration of an Activity
When you increase the duration of an activity, if
the resource has offsets and periods, new periods created by the duration
change will have zeroes. If the resource is defined using a spread, the
assignment is respread over the new duration. If the resource has offsets
and periods, new periods created by the duration change will have zeroes.
When you shorten the activity duration and click the Resources tab,
the resource assignments are adjusted.
If the resource is defined
using a spread, the assignment is respread over the new duration.
If the resource has
offsets and periods, PM Compass displays a dialog box with the following
options:
What do you want to do?
Add a resource assignment
Edit
a resource assignment
Delete
a resource assignment
View location
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