Creating Resource Forecast—Exercises

Basic Data Setup

Resource Forecast Type

Purpose: The purpose of this exercise is to set up the basic data required for performing this particular functionality.

  1. Create the resource forecast type GEN.

General exercise for Enter Resource Forecast Type.

Registering Resource Groups

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

  1. Register a resource group.

General exercise for Registering Resource Groups

Required Data

Create Activities

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

  1. Create a project in company 10 and create activities in your subproject structure. 

General exercise for Building Project Plan.

Define Cost Element Code Part Demands

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

  1. For your company, select the Account check box for the MAT and LABOR cost elements.

General exercise for Define Cost Element Code Part Demands.

Connect Project Cost Elements to Account

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

  1. Open the Project Cost/Revenue Element per Code Part Value window and enter the following values.
Account Project Cost Element
1400 LABOR
1151 MAT

General exercise for Connecting Project Cost Element to Account.  

Main Exercise

Purpose: The purpose of these exercises is to create a resource forecast and to enter version lines on the forecast.

Windows:
Project Navigator
Project Resource Forecast

Creating Resource Forecast

  1. Open the Project Navigator window and query for the project.
  2. Right-click on the project and select Create Resource Forecast.
  3. Select the value GEN from the List for the Forecast Type field.
  4. Enter Version 1, in the Version Description field.
  5. Click Finish. A message box opens, inquiring whether you wish to view the project forecast, click Yes.
  6. Review the information in the Project Resource Forecast window.

Entering Resource Forecast Lines

  1. Open the Project Resource Forecast window and query for the project resource forecast.
  2. Select the activity node in the project (left hand side of the window).
  3. Select a resource group in the Resource ID field and enter other required resource criterion. It's possible to use % as wildcard.
  4. Enter 10000 in the ETC Hours field.
  5. Save the record (F12).

 

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