Go to the resource directory and create a new resource and call it lumpsum make the type labor. When you make it make sure that calculates costs from units is set to NO.
Go to the activities directory and filter for all of the activities that you want the resource on. Then select all of the activities by highlighting them.
Right click and select assign and then select resources and select the resource that you just created called LUMPSUM
Go to file export and select xls then select resource and resource assignments. When you get to the Select Template select add. In the column tab expand the left side under available and expand the Costs category and select Budgeted Costs and take that to the right side.
Click on the filter tab select add and create a new filter
Where resource id name equal LUMPSUM
Select next and export the units to excel
Open excel and look at the TASKRSRC tab at the bottom and look for the column labeled as target_qty Budgeted Costs
Populate this column with the appropriate costs and then save the file in excel.
In P6 go to the Projects Directory and make sure that your project is highlighted click on the Resources tab and make sure that in the lower right under RESOURCE ASSIGNMNETS that Resources can be assigned to the same activity more than once is NOT checked.
Now got to the calculations tab and make sure that under Resource Assignments that when updating actual units or costs that Subtract Actual from At Completion IS CHECKED.
Also make sure that Recalculate Actual Units costs and Costs when duration % complete changes IS CHECKED
Also make sure that Link Actual and Actual This Period Units and Cost IS CHECKED
Next go to the Activities Directory and select file import and select xls. File the excel file that you saved and when you get to the Import Type screen ONLY CHOOSE RESOURCE ASSIGNMENTS and import the excel file.
Member for
16 years 4 monthsno you set it to no so that
no you set it to no so that you can import the manhours back into p6.
Once you input your costs all activities except LOE use a linera distribution.
if you use a LOE and have resources on it then you MUST assign a curve to it.
Member for
17 years 5 monthsDear Zoltan,As per your
Dear Zoltan,
As per your statement- When you make it make sure that calculates costs from units is set to NO,
I believe that the cost will be loaded completely to the first day of the activity and we have to use "Linear Curve" to distribute is through out.
Correct me if I am wrong.
Best Regards
Kannan
Member for
16 years 4 monthsGo to the resource directory
Go to the resource directory and create a new resource and call it lumpsum make the type labor. When you make it make sure that calculates costs from units is set to NO.
Go to the activities directory and filter for all of the activities that you want the resource on. Then select all of the activities by highlighting them.
Right click and select assign and then select resources and select the resource that you just created called LUMPSUM
Go to file export and select xls then select resource and resource assignments. When you get to the Select Template select add. In the column tab expand the left side under available and expand the Costs category and select Budgeted Costs and take that to the right side.
Click on the filter tab select add and create a new filter
Where resource id name equal LUMPSUM
Select next and export the units to excel
Open excel and look at the TASKRSRC tab at the bottom and look for the column labeled as target_qty Budgeted Costs
Populate this column with the appropriate costs and then save the file in excel.
In P6 go to the Projects Directory and make sure that your project is highlighted click on the Resources tab and make sure that in the lower right under RESOURCE ASSIGNMNETS that Resources can be assigned to the same activity more than once is NOT checked.
Now got to the calculations tab and make sure that under Resource Assignments that when updating actual units or costs that Subtract Actual from At Completion IS CHECKED.
Also make sure that Recalculate Actual Units costs and Costs when duration % complete changes IS CHECKED
Also make sure that Link Actual and Actual This Period Units and Cost IS CHECKED
Next go to the Activities Directory and select file import and select xls. File the excel file that you saved and when you get to the Import Type screen ONLY CHOOSE RESOURCE ASSIGNMENTS and import the excel file.
Import the costs from excel to P6