Plan User Manual
RESOURCES
Plan allows any number of resources to be created, subject to available memory. Each resource has a repeating pattern of work hours. Normally this pattern repeats weekly, but any pattern can be defined with a given number of days for each cycle in the pattern. Holidays and work hours for individual days can be overridden for each resource as required.
By default when first using Plan only one resource will be available called “Standard”. This will be constructed using the following rules:
•The work days for the resource are set as Monday to Friday, repeating weekly.
•The default work hours are set to
When creating additional resources the work hours and settings are copied from the “Standard” resource. Consequently it will save time by setting common work hours and public holidays in the “Standard” resource before creating any additional resources.
The holidays set for the “Standard” resource should be common public or bank holidays. The “Standard” resource is used when calculating tasks where no resources have been assigned. In this case the assumption is that a single standard resource works on the task. This resource is also used when calculating dependencies where a lag value is entered.
To create a new resource use the “New resource…” menu option from the “Resource” menu. This will prompt for a resource initials, which must be unique. To delete a resource, ensure that it is selected in the resource view and press the delete key. Any existing tasks using the resource will be updated to remove any resource assignments associated with the resource. Note that you cannot delete the “Standard” resource.
Each resource has the following fields:
Details:
•Initials. Abbreviated resource name (8 characters max.) which is used for display and selection in views and dialogs.
•Full name. Long resource name.
•Email. Email address for the resource. This is used for reference purposes only.
•Group. Group resource belongs to. This is used for reference purposes only.
•Code. A code associated with the resource. This is used for reference purposes only.
•Max units. Number of individuals the resource represents, use 1 to represent a single person, a value greater than one to represent a pool or group of resources.
•Charge/h. The cost of the resource per hour of work done. Used in calculating task costs.
•Charge/use. The fixed cost of the resource for each resource assignment. This is a one off cost per task the resource is assigned to regardless of task duration.
Default work hours:
•Repeat the following pattern every. The work hours displayed in the list are repeated in a regular pattern which cycles by the number days entered into this field. Usually this is 7 to represent a pattern which repeats weekly.
•Work hours. The working hours for the resource.
Custom Fields:
•Text1 – Text5. Freeform text associated with the resource.
•Number1 – Number5. Freeform values associated with the resource.
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