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
This will make the budgeted units equal to whatever the duration is times 8.
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 Units category and select Budgeted Units 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 Units(h)
Populate this column with the appropriate units (MANHOURS) 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 units from excel to P6
Update the schedule with actual starts, actual finish dates and remaining durations. If you update the schedule using duration % complete your actual units will update automatically. If you use Physical % then after you are done updating go to Tools Global change select add
Where Physical % Complete is greater than 0
Then Duration % complete = Physical % Complete
Then on the right select Change then on the bottom select commit changes
After you are finished with the update copy the schedule before you do your next update
The first thing that you want to do prior to updating is go to tools Store Period Performance and store the actuals before updating the next period.
Member for
16 years 3 monthsAdding ResourcesGo to the
Adding Resources
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
This will make the budgeted units equal to whatever the duration is times 8.
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 Units category and select Budgeted Units 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 Units(h)
Populate this column with the appropriate units (MANHOURS) 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 units from excel to P6
Update the schedule with actual starts, actual finish dates and remaining durations. If you update the schedule using duration % complete your actual units will update automatically. If you use Physical % then after you are done updating go to Tools Global change select add
Where Physical % Complete is greater than 0
Then Duration % complete = Physical % Complete
Then on the right select Change then on the bottom select commit changes
After you are finished with the update copy the schedule before you do your next update
The first thing that you want to do prior to updating is go to tools Store Period Performance and store the actuals before updating the next period.
Repeat the updating process for the next update