Collection
Resources & Cost
People, cost, leveling · 24 topics.
Resources are assignments on the activity (Add Resource / Add Role), not a WBS row.
Topics
24
- A Role
A role is a skill; not RSRC; not MSP Generic; staff later
Resources & Cost - A Shift
Shift is 24h limits for leveling; not a calendar; EPPM leveler ignores it
Resources & Cost - Assignment Codes Tag TASKRSRC, Not the Resource
Assignment codes tag TASKRSRC; not the resource or the role
Resources & Cost - Assignment Lag
Assignment lag ≠ relationship lag; Drive Activity Dates is a flag
Resources & Cost - Cost Accounts Are a Chart of Accounts, Not a Price
ACCOUNT hierarchy on assignments/expenses; not a price; not MSP rate tables
Resources & Cost - Expense Categories Label Expenses, Not Cost Accounts
COSTTYPE labels expenses; not ACCOUNT; no parent
Resources & Cost - Expenses and Accrual (PROJCOST) — Not Resource Units
PROJCOST expenses + accrual; not resource units; not a resource curve
Resources & Cost - Funding
Funding source is who pays; not Original Budget, not spending plan
Resources & Cost - Group and Sort Resource Usage Spreadsheet Columns in the Resource Assignments Window Is Display Options Bar, Group and Sort By
Group and sort Resource Usage Spreadsheet columns in the Resource Assignments window is Display Options bar, Group and Sort By
Resources & Cost - Overhead Codes Are Non-Project Timesheet Time
Overhead is non-project timesheet time; not on project XER
Resources & Cost - Primary Resource
Primary resource is RSRC; owner is a user (TASKUSER); not the same
Resources & Cost - Rate Types Are Five Named Price/Unit Slots
Five named Price/Unit slots; Rate Source is Resource/Role/Override
Resources & Cost - Recalculate Assignment Costs Rewrites Costs from Current Rates
Recalculate Assignment Costs rewrites assignment costs from current rates; not Calculate schedule; Override skipped
Resources & Cost - Resource and Role Teams Are View Groups, Not Resources
Resource/role teams group members for views; not on project XER
Resources & Cost - Resource Codes Tag Resources, Not Activities
Resource codes tag resources; global; not activity or project codes
Resources & Cost - Resource Curves (Not MSP Work Contours)
21-point curves on Fixed Duration assignments; not MSP work contours
Resources & Cost - Resource Leveling Delays Work Until Units Fit
Leveler delays activities to fit max units; not Calculate schedule; no Leveling Delay column
Resources & Cost - Resource Usage Profile
Resource Usage Profile is a Show-on-Bottom histogram of resource/role units/cost; stacked histogram, limits, overallocation; not the usage spreadsheets or…
Resources & Cost - Resource Usage Spreadsheet
Resource Usage Spreadsheet is a timescaled resource/role view; buckets typed here; Open Projects Only / gray cells / Excel paste; no XER table
Resources & Cost - Role Codes Tag Roles, Not Resources
Role codes tag roles; not resource codes; not assignment codes
Resources & Cost - RSRC / TASKRSRC (and Roles / Prices)
RSRC / TASKRSRC units, price, role vs resource
Resources & Cost - Spending Plan
Monthly spend/benefit on WBS; Current Budget is orig + approved log
Resources & Cost - Timesheets Are Approved Hours; Apply Actuals Posts Them
Approved Team Member hours; Apply Actuals posts; periods ≠ FINDATES
Resources & Cost - Units of Measure Label Material, Not Labor Time
UMEASURE labels material; labor/nonlabor units are time
Resources & Cost