The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help

Resource Plan MOD009CGA New from DB 39.5.6

Access path

From DB 39.5.9

Project panel Resource Plan

Information

This module provides a quick overview of the resources planned in the project.
In this module, it is possible to
- assign resources to the tasks and delete these resource assignments.
- edit resource parameters as well as individual task parameters.
- NEW distribute the planning of resources.

This module provides a quick overview of the resources planned in the project.

In this module, it is possible to

Notes

The display of the resource assignments is not done below the tasks as it is usual in other modules, but next to the respective tasks in window 2.
Only resources that do not have an Actual end date yet are displayed.
Revenue and cost resources (i.e. resources with resource type 8 and 9) are not displayed in the module.
The entire overview of all resources can be found in the Schedule module.

Base	Resource assignment records only contain the Remaining effort and Comment fields.
Resource plan complete	In the resource assignment records, the Load profile, Cost type and Max. load/day parameters are displayed additionally.

Assign resources to a task

Right-click on the required task (window 1) or on a resource already assigned to this task (window 2) and select Insert Resource from the context menu.
- A new resource record is inserted.
Select the required resource from the resource listbox.
Define the required resource parameters.
- When the resource was assigned to the task, several parameters have already been filled with default settings from the Resource Data Sheet (e.g. Load profile, Cost type). These values can be changed manually here.
- Attention: If you change the default values for one of the resources assigned to the task and then copy this resource assignment to one of the further tasks, previously changed settings will be included instead of the default settings of the resource.

Procedure

Right-click on the resource the effort of which is to be reduced and select the Add resource for distribution command or Insert Resource for distribution.
- The record for the new resource is inserted.
Select the resource to which the effort is to be distributed from the listbox.
Enter the required value in hours in the value to be distributed field and save.
NEW Click on the Distribute effort button at the bottom left margin of the module.
Result: The effort of the source resource is reduced and that of the target resource is increased.

Procedure

Right-click on the resource the effort of which is to be reduced and select the Add resource for distribution command or Insert Resource for distribution.
- The record for the new resource is inserted.
Select the resource to which the effort is to be distributed from the listbox.
Enter the required value in hours in the value to be distributed field and save.
Right-click on the selected resource and select the Distribute effort command from the context menu.
Result: The effort of the source resource is reduced and that of the target resource is increased.
Refresh display via F7. If the new resource had not been assigned to the current task, it is now displayed.

Notes

When efforts are distributed, possibly existing Requested starts and Requested ends of the source resource are transferred to the new resource.
- If the effort is distributed to an already existing task resource which already has a Requested start and a Requested end, Requested start and Requested end of the target resource are overwritten by Requested start and Requested end of the source resource.
- This behavior cannot be activated or deactivated. Workaround: Add dates manually on the target resource or apply the required dates directly when distributing the effort of the target resource. The respective requested date fields are hidden on the distribution record by default and must be displayed manually if necessary.

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