Resource-Loaded Scheduling Overview

Cost-Loaded Schedule Overview Video

This topic explains the process of configuring and using resource and role activity assignments in your schedule. Activity assignments enable you to plan your activity units and costs based on the resources and roles assigned to perform the work on each activity. Depending on your organization's preferences, you may be working with resource and role units, costs, or both. Your organization may also choose to not use resource assignments at all and instead update units and costs directly on each activity. If this describes your organization, you should consult the individual help topics found in Modify Activity Details.

Project planning is not a linear process. You may need to change workspace and project settings, add new resources, modify the schedule, and adjust resource and role assignments many times throughout your project's lifecycle. While the recommended sequence of steps is described below, most of these steps can be performed as many times as necessary and in any order. You can plan projects individually or use a program to plan a group of related projects.

Prerequisites

Before you begin statusing your activities using resource and role assignments, you should ensure that the following prerequisites are completed:

Build a Resource-Loaded Schedule

After your schedule takes shape, you can begin to designate resources and roles to work on your activities. Enter units and costs on each assignment to quantify the labor and cost requirements of the activity. At any stage of the project lifecycle, including planning and execution, you can use a variety of tools to monitor your resources and roles for allocation and staffing issues. When these issues are found, you can take the necessary steps to resolve them.

Follow the steps below to build a resource-loaded schedule:

References

The topics below provide additional information about resource units and costs.

Related Video Tips

Executing the Project Video

Monitoring the Project Video