1. filter for the activities that you want to add resources to
then highlight them all and rigth click and select assign and assign a resource to them
next export the activities and resources and add any additional resources here
2. its your resource has ot be setup to auto compute actuals
go to your resource directory and for the resources that you are using lick on the details tab and make sure that Auto compute actuls is checked.
next go toyour Projects directory make sure that your project is open and highlighted
next to to the calculations tab and make sure that under Resource assignments that When updating actual units or cost that the Subtract actuals from actual at completion is checked.
also make sure that Recalculate Actual units and cost when duration % complete changes
3. if you plan to add the SAME RESOURCE to an activity MORE than ONCE in the Projects directory go to the Resources tab and under Resource Assignments make sure that Resources can be assigned to the same avtibity more than once is checked.
4. if your are using physcial % complete to progress your schedule you MUST run a global change so that the Duration % complete eqauls the physcial % complete because ATUO computing ACTULAS is derived from DURATION % COMPLETE as stated above.
I can now export and import resources with one or more resources per activity.
As for the progress update and units, I think I was confusing duration and physical progress and when they are the same and when they are different. All good now I think I have it.
Member for
16 years 3 monthsglad I could help
glad I could help
Member for
16 years 3 months1. filter for the activities
1. filter for the activities that you want to add resources to
then highlight them all and rigth click and select assign and assign a resource to them
next export the activities and resources and add any additional resources here
2. its your resource has ot be setup to auto compute actuals
go to your resource directory and for the resources that you are using lick on the details tab and make sure that Auto compute actuls is checked.
next go toyour Projects directory make sure that your project is open and highlighted
next to to the calculations tab and make sure that under Resource assignments that When updating actual units or cost that the Subtract actuals from actual at completion is checked.
also make sure that Recalculate Actual units and cost when duration % complete changes
3. if you plan to add the SAME RESOURCE to an activity MORE than ONCE in the Projects directory go to the Resources tab and under Resource Assignments make sure that Resources can be assigned to the same avtibity more than once is checked.
4. if your are using physcial % complete to progress your schedule you MUST run a global change so that the Duration % complete eqauls the physcial % complete because ATUO computing ACTULAS is derived from DURATION % COMPLETE as stated above.
5. To add a global change go to
tools
global change
add
where physcial % complete is grether than 0
then duration % complete = Physcial % complete
then on the right select change
then on the bottom select Commit Changes
DONE
Member for
7 years 10 monthsHello Zoltan,Thanks for your
Hello Zoltan,
Thanks for your detailed reply.
I can now export and import resources with one or more resources per activity.
As for the progress update and units, I think I was confusing duration and physical progress and when they are the same and when they are different. All good now I think I have it.
Brain,