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ResourceAssignmentConcept

Assign 1 Person, Per Day to Each Activity

ResourceOverallocation:Trade
Contractorassertsinstallation
of3,000sqft/dayutilizing3
crewstodothework.
Limitthresholdof9,000sq
ftperdaysetinthe
ResourceDetailssection.

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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule

TocreatenewResourcesselecttheRESOURCEMode.TodothischooseENTERPRISE,RESOURCES

Ablankresourceselectionboxwillbedisplayedasshowninthegraphicbelow.SelecttheADDbuttonon
therightofthescreen.AfterselectingtheADDbuttonadisplaywillasktochangetheviewtoallresources.
SelectOK.

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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule(continued)

AfterselectingOKtodisplayallresourcesseveralNewResourceWizardDialogboxeswillappear.Thefirst
dialogboxwillappearpromptingtheResourceIDboxaswellastheResourceNamebox.Usethenames
postedbelowandSelectNEXT.

AfterselectingNEXT,thefollowingdialogboxaskingtoselectaresourcetype.SelectLABORandSelect
NEXT.

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EnterpriseResources(Dictionary)CreatingResourcesintheCPMSchedule(continued)

ThelastscreenispromptingforUnits/TimesandPrices.ChangethePrice/Unitto$0/handtheMax
Units/Timeto0/d.TheDefaultUnits/Timeshouldbesetat8h/d.Seegraphicbelow.SelectFINISH

IntheResourcesmode,clicktheDETAILStabintheActivitiesDetailwindow.MakesurethattheCALCULATE
COSTSFROMUNITSisunchecked.Seegraphicbelow.

Makesurethisis
Unchecked

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SettingProjectDefaultsforCalculationsandResources

SwitchtothePROJECTmode,selecttheCALCULATIONStabandthenmakesuretheRESETORIGINAL
DURATIONandUNITStoREMAININGbuttonischecked.ImportantNote:Iftheotherselectionischecked
thedurationswillbezeroedoutwhenattemptingtoputresourcesagainstanactivity.

AlsoUndertheCalculationstab,makesurethesettingsfortheRESOURCEASSIGNMENTSsectionareshown
asdisplayedinthegraphicbelowontheleft.

SettingProjectDefaultsforCalculationsandResources(continued)
VerifyyoursettingsBEFOREloading
anymanhoursorcost
Verifyyoursettings
BEFOREyoustart
loadinganyman
hoursorcost

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SelecttheRESOURCEStabmakesurethattheDRIVEACTIVITYDATESBYDEFAULTselectionischeckedin
theAssignmentDefaultssection.AlsomakesurethatundertheRESOURCEASSIGNMENTSthatthe
Resourcescanbeassignedtothesameactivitymorethanonceisuncheckedasshowninthegraphicon
thebottom.

VerifyyoursettingsBEFORE loading
anymanhoursorcost

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ResourceActivityAssignment

1. NavigatebacktotheActivitiesMode.ChoosePROJECT,ACTIVITIES

2. ChooseVIEW,COLUMNS

3. SelectRESOURCESfromtheLISTgroupingandmoveitoverintotheselectionoptionsbyclickingonthe
rightarrowbutton.Seegraphicbelow.

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ResourceActivityAssignment(continued)

4. ExpandtheUNITSselectionundertheAvailableOptionsandselectBudgetLaborUnitscolumn.





5.ExpandtheCOSTselectionundertheAvailableOptionsandselectBudgetLaborCostscolumn.

ResourceActivityAssignment(continued)

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TheSelectedOptionscolumnshouldbesetuplikethegraphicbelow.

6.SelectallactivitieswhileintheRESOURCEcolumnbyselectingthefirstactivitythenholddowntheshift
key,nextrightmouseclickandchooseASSIGN,RESOURCES

Afterrightmouseclickingadropdownmenuwillbedisplayedasdepictedinthegraphicbelow.

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ResourceActivityAssignment(continued)

7.Thefollowingdialogboxwillappear.SelectwhichResourcetouseforactivitieswith.Choose
LUMPSUM,andthenselecttheASSIGNbutton

Note:Theoneactivitythatdoesnothavearesourceassociatedwithitisamilestone.Noresourcesareon
milestones.

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ResourceActivityAssignment(continued)

AfterassigningresourcestotheactivitiesinacolumnselecttheRESOURCEStabintheActivityDetailsarea
atthebottomofthescreen.AfterselectingtheRESOURCEtabnoticethattherearemanycolumnsofdata
showinginthewindow.Tosimplifyworkingwithresourcescustomizethecolumnsthatareshowinginthe
Resourcestab.Todothis,rightmouseclickintheareatotherightofthevisibletabsandselectCUSTOMIZE
ACTIVITYDETAILS.Seegraphicsbelow.

TheRESOURCEASSIGNMENTCOLUMNSdialogboxwillappearwithtwooptions;AvailableOptions,whichis
wheretheselectionsresideandtheSelectedOptions,whicharethecolumnsthatwillbeshowinginthebox.
MakesuretheonlycolumnsshowingareResourceName,BudgetedUnitsandBudgetedCost,inthatorder.

TheResourcetabshouldlooklikethegraphicbelow.

ManpowerResourcewill
managemanpower
assignments
LumpSumCost
Holderwill
managebilling
accounts
RightMouseClickanywhereinthecolumnheadingtocustomizeyourcolumns

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CostResourceActivityAssignment

1. Toviewtheresourcetabinthebottomwindowview,chooseVIEW,SHOWONBOTTOM,ACTIVITY
DETAILS

2. ChoosetheResourcesTabintheActivityDetailswindow.ItispossibletoalsoaddormodifyResources
toaspecificactivityfromtheActivityDetailswindow.

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CostandManhourResourceActivityAssignment(continued)

3. PopulatetheBudgetedManHourUnitsfirst,thentheBudgetedCosts.Clickinthefieldtoeditand
manuallytypeinthespecificvalue.OnactivityC10000,intheBudgetUnitscolumntype320Unitsandin
theBudgetedCostcolumn,type50,000.

4. PopulateeachactivitywiththeBudgetedManHourUnitsandtheBudgetedCostsfromthedatainthe
spreadsheetbelow.RemembertostartbyinputtingUNITSfirst,thenCOSTforeachactivity.


ClassExercise:CostandManpowerLoadtheTrainingSchedule

TIP:Alwaysloadthe
UNITvaluefirst,then
theCOSTvalue.
AlwaysinputtheUNIT
valuefirst,thenthe
COSTvalue.

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ResourceSpreadsheet

1. ChoosetheGroupandSortIcon

2. CleartheIndentCheckBoxandsettheGroupBytoPROJECTonly.

NOTE:ToremovetheprojectnumberandtheStationNo.groupbyfields,selecttheDELETEbutton.

Uncheckanyindent
ifchecked
Takeofftheallbut
thePROJECT
selection
MakesureSHOW
GROUPTOTALSis
checked

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ResourceSpreadsheet(continued)

3. ChooseVIEW,SHOWONBOTTOM,RESOURCEUSAGESPREADSHEET

4. ChoosethenewlycreatedLUMPSUMresource.



5. SummarizethedisplayfortheLUMPSUMResourcebyclickingontheminussignintheupperlefthand
cornerofthesecondsectionoftheResourceUsageSpreadsheet.

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ResourceSpreadsheet(continued)

6.ModifythecolumnsandaddacolumnforBudgetedUnits.Seegraphicbelow.




7.IntheUNITSsectionoftheAvailableOptionsselecttheBUDGETEDUNITSandselecttherightarrow
buttontomoveoverintotheSelectedOptionsarea.ThenselectAPPLYandifitlookscorrectclickOK.

RightMouseClickin
thecolumnheading

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ResourceSpreadsheet(continued)

8. NextaddtheBudgetedUnitscolumninthespreadsheet(thirdwindow)aswell.Todothis,selectthe
DISPLAYcommandintheupperlefthandcornerofthelowerrightwindow,forthedropdown,andthen
selectSPREADSHEETFIELDS,BUDGETEDUNITSorCUSTOMIZEandselectfromtheAvailableOptionsinthe
dialogbox.

9.NextFiltertheResourcesbyCURRENTPROJECTSRESOURCES.Todothis,clickonthedownarrownext
totheDISPLAY:commandintherighthandcornerabovetheResourceUsageSpreadsheet.Seegraphic
below.

MakesureBudgeted
Unitsisshowinghere

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ResourceSpreadsheet(continued)

10.RightClickintheResourceSpreadsheetareatoactivatetheDialogBox.ChooseSpreadsheetOptions.

11.ChooseCalculateAverageaswellasBasedonHoursperTimePeriod.Thiswillshowthenumberof
menpertimeperiodratherthanthenumberofmanhourspertimeperiod.

12.ChangetheDivideIntervalTotalsByto172toindicatethenumberofmenrequiredpermonth.

RightClickinthisarea
toactivatedialogbox
BudgetedUnits
columnshouldbe
showing

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ResourceSpreadsheet(continued)

NOTE:Tochecktheresourcepreferences,selectEDIT,USERPREFERENCESandthenclickontheTIMEUNITS
tab.Thistabwillsetunitsoftime,durationformat,unitspertimeandhourspertimeperiod.Thestandard
defaultsarelistedinthegraphicbelow.

ThereareothervarioustabsthatcontrolvariousaspectsoftheUsersPreferencesandshouldbereviewed
andorconsultedwiththeMCDeanSchedulingGroupbeforeanychangesaremade.

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ResourceSpreadsheet(continued)

TheaverageMENPERMONTHwillbedisplayedthespreadsheetsection.Ifthissectionisnotsummarized
rollupthecentersectionbyclickingontheminussignunderneaththewordDisplay.

13.ToindicatetheLABORCOSTSresource.

ChangethecolumninthecentersectionoftheResourceUsageSpreadsheet.Todothis,rightmouseclickin
thecolumnareaandselectCOLUMNS,CUSTOMIZEfromthedropdownmenuthatappears.Expandthe
costsectionandselectBudgetedCosts.

Rightmouseclickhere

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ResourceSpreadsheet(continued)

AlsomovetheBudgetedUnitsbackintotheTimeIntervalcategory.SelectAPPLY,thenOKifthecolumnis
correct.

NextrightmouseclickthirdwindowoftheResourceUsageSpreadsheetandselectSPREADSHEETFIELDS,
CUSTOMIZE.

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ResourceSpreadsheet(continued)

SelectTimeIntervalandselectBudgetedCosts.AlsomovetheBudgetedUnitsbackintotheTimeInterval
category.

SelectAPPLY,thenOKifthecolumniscorrect.

Thescreenshouldnowlooklikethegraphicbelow

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ResourceSpreadsheet(continued)

14.RightClickinthespreadsheetareatoDisplaySpreadsheetOptions.CleartheCalculateAveragebox.

MakesureboxisNOT checked.

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ResourceSpreadsheet(continued)

15.Rollupthelowercenterwindowifitisnotsummarized.Next,rightmouseclickonthetimescaleinthe
ResourceUsagespreadsheetandselectTIMESCALE.Adjustthetimeintervalsettingsifnecessary.

NOTE:TocanchangetheTimescaleintervalsselecttheDATEINTERVALdropdownandchooseQUARTER/
MONTH,YEAR/MONTH,WEEK/DAY,etc,etc.Donotchangethetimescaleatthistime.

Rollupifactivities
arenotsummarized
Clickdownarrowfor
dateintervalselection

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ResourceSpreadsheet(continued)

16.P6willdisplaythemonthlybillingestimate.

MonthlyBilling
Estimate

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ResourceProfileCreatingGraphsforManpowerandCost

1.ChooseVIEW,SHOWONBOTTOM,RESOURCEUSEAGEPROFILE.



TheManPowergraphispresentbecausethedefaultsettingisforUNITS.ChangethistoCOST.

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ResourceProfile(continued)

2.ChooseDISPLAY,RESOURCEUSEAGEPROFILEOPTIONS




3.OntheDATAtabselectDISPLAYCOSTandchangethedefaultgraphsettings.

Makesureyouhave
selectedtheLUMPSUM
Resource
SelectCOSTtoshow
budgetedcost
amounts.
SelecttheBudgeted
andRemainingEarly
Boxes
ChangeBarColorsto
whatisshownhere

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ResourceProfile(continued)

ThegraphicbelowindicatestheCostusageovertimegraphically.




4.ForgraphicalmanpowerrepresentationsselecttheUNITSselectionintheResourceUsageProfileOptions.
ClickDISPLAYtochangetheResourceUsageProfileOptionstoUnits.Seegraphicsbelow.

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ResourceProfile(continued)

Toshowthecumulativecurve,selecttheCUMULATIVEselectionboxes.LeavetheSHOWLIMITbox
uncheckeduntilfinalizingtheresourceparameters.

Thegraphshouldlooksimilartothegraphicbelow.Noticethecumulativecurvelinepresent.

IfthebarsdonotlooksimilartotheonesaboveselectEDIT,USERPREFERENCESandselecttheRESOURCE
ANALYSIStabandmakesuretheIntervalforTimeDistributedResourceCalculationsissettoDAYS.
SelectUNITStoshow
budgetedmanhour
figures.
ChangeBarColorsto
whatisshownhere

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ResourceProfile(continued)

ThiswilldisplaytheManpowerunitsspreadacrosstimeasagraph.Seegraphicbelow.Bydoubleclicking
onthecumulativecurvelinetheunitsatthatmomentintimewillbedisplayed.Seegraphicbelow

Adjustmentscanbemadetothetimescaledensityordisplaybyrightclickinginthetimescalearea(in
green).TochangegraphicalcolorsorotherparametersrightclickinthegraphandselecttheResource
UsageProfileOptions.Seethegraphicbelow.

ResourceActivityAssignmentAssigningQuantitiestoActivities

ForTIMESCALE
changes
ForGRAPHICAL
changes

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Asstatedearlier,P6hastheabilitytodistinguishbetweenlabor,nonlabor,andmaterialsintheactivitys
resources.Havingalreadycreatedalaborandnonlaborresourcenowcreateamaterialresourceforthe
trainingschedule.Makesuretheactivitiesdetailsviewispresentatthebottomofthescreen.VIEW,SHOW
ONBOTTOM,ACTIVITYDETAILS.

RememberthestepsforaddingaResource.
1. SelectEnterprise,Resources.ThiswilldisplayALLResources.OrselecttheResourcesmode.

2. SelectDISPLAY,FILTERBY,CURRENTPROJECTSRESOURCEStoonlyshowthecurrentprojects
resources.Seegraphicstepsbelow.

3. SelecttheADDbuttononthecommandbarmenuontherightofthescreentoaddanewresource.A
dialogboxwillappearstatingthatthemoduleneedstodisplayALLresources.SelectOK.

AfterselectingOK,theResourceWizarddialogboxwillappeartostarttheprocessofcreatinganew
resource.

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ResourceProfileAssigningQuantitiestoActivities(continued)

4. ThefirstdialogboxistheResourceIDandNameselection.UsetheResourceIDandNameshown
below,thenselectNEXT.Seegraphicbelow.

5. ThenextdialogboxistheResourceType.SelectMATERIALtorepresentQuantities,thenselectNEXTto
movetothenextdialogbox.Seegraphicbelow.

Makesureyou
populateboth
boxes,thenselect
NEXT.

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ResourceProfileAssigningQuantitiestoActivities(continued)

6. ThefinaldialogboxforquantitiesistheUnitandTimePricesselection.

Aswiththeotherresources,settheDefaultUnits/TimeandMaxUnits/Timeto0/d.SelectFINISHas
thisisthelastscreenneededtopopulatewithinformation.
DevelopmentoftheCostCodeStructure

BeforeCostCodescanbecreated,itmustbeunderstoodhowtheprojectisgoingtobebuiltout.Ideally,
theCPMschedulehasbeennegotiatedinamannerthatbenefitsM.C.Dean.Thephilosophyshouldalways
be;howwearegoingtoattacktheprojectsothatitmaximizescrewflowefficiencies.Alwayslookfor
repetitivetasksthatcanbelinkedtogethertocreatecrewflow.Someexamplesofcrews:Underslab,
ElectricRoom,CommunicationRoom,Substation,PowerDistribution,MechanicalRoom,WallRoughin,
OverheadRoughin,UnderfloorRoughin,FireAlarm,Security,etc
ToaccuratelydevelopaCostCodeStructureforanyProject,itmustbedonebyhavingadetailedreview
processforeveryContractDrawingSheet(EffortleadbytheProjectSuperintendent).TheFollowingsteps
shouldbeappliedtoeachContractDrawingSheetwhenreviewingtoestablishLaborCostCodes.
1. CCS1:DeterminetheBuildingandLevel
2. CCS2:DeterminetheArea,CrewAreaandSequence
3. CCS3:DeterminetheSpecialSystems
4. CCS4:DeterminetheTrackingSystemsActivities
ResourceProfileAssigningQuantitiestoActivities(continued)
SelectFINISH

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ThegraphicbelowrepresentsathegenericCostCodeStructureforuseonallMCDeanProjects.

CCS1 CCS2 CCS3 CCS4

Building Level . Area CrewArea Sequence . Spec.System . Activity
0 00 . 0 0 0 . 00 . 0000

CCS1consistsof3digits;building(1)andlevel(2).
CCS2consistsof3digits;area(1),crewarea(1)andsequence(1).
CCS3consistsof2digits;specialsystems(2);
CCS4consistsof4digits;activity(4).
CCS5consistsof3digitsandshouldonlybeusedinspecialcircumstances,otherwisethedefaultis
000.

ReviewtheCostCodeStructureexamplesbelowbeforeproceedingtotheCostAccountexercise.

EB1.1B1.00.0400EastBuildingLevelB1.Area1.Bathroom#1.PowerSystem.Fixtures
EB1.1C1.00.0400EastBuilding.LevelB1.Area1.TelecomRoom#1.PowerSystems.Fixtures

Note:WhentheSpecialSystemisnotapplicableuse00.

7. ThenextstepintheprocessistocreateCostCodestoaccompanytheresourcequantities.Select
ENTERPRISE,COSTACCOUNTS.

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ResourceProfileAssigningQuantitiestoActivities(continued)

8. TheCostAccountsdialogboxwillappearaskingtodisplayallcostaccounts.SelectOK.

9. InthenewlycreatedCostAccountentry,populatetheCostAccountIDandCostAccountNamefields.
UsetheIDandNameshowinthesecondgraphic.Seegraphicsbelow.

SelectOKtosee
allCostAccounts
IDandNamecan
beenteredin
eitherlocation.

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ResourceProfileAssigningQuantitiestoActivities(continued)

10. AftercreatingtheResourceQuantitiesandCostCodes,thenextstepistoassignthemtotheproper
activities.SelecttheACTIVITIESModeandmakesuretheActivitiesDetailswindowisopenatthe
bottomofthescreenwiththeRESOURCEStabselected.Seegraphicbelow.

11. RightmouseclickanywhereintheActivityDetailssectionandselectCUSTOMIZERESOURCECOLUMNS.
FromtheResourceAssignmentColumnsdialogboxchooseCOSTACCOUNTundertheGENERAL
selectionintheAvailableOptionssection.Seegraphicsbelow.

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ResourceProfileAssigningQuantitiestoActivities(continued)

12. WiththenewlycreatedCostAccountcolumnadded,assignanewResourceQuantityandCostCodeto
ActivityC10000.SelectAddResourcebuttonatthebottomoftheActivityDetailsintheResourcetab.
Seegraphicbelow.

13. NextassignthenewlycreatedResourceQuantity01001/2to11/4Conduitbydoubleclickingonthe
codeintheAssignResourcesdialogboxorbyselectingtheAssignbutton . Seegraphicbelow.

14. AfterassigningtheResourceQuantitynowassigntheamount.ForactivityC10000assign800LF.
Seegraphicbelow.

ResourceProfileAssigningQuantitiestoActivities(continued)

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15. Inconjunctionwithloadingquantities,costcodescanalsobeassignedtotheResourceQuanitity.Inthe
CostAccountcolumn,selectthelowerrighthandcornerofthecellwhichwillbringupaselection
dialogbox.SelectB05ER0PS0100fromtheavailableCostAccountIDs.Seedialogboxbelow.

ThefollowinggraphicdisplaysthecorrectresourcesresidingintheResourcetabforactivityC10000.

AssigntheCostCodein
thiscolumn
Lookfor
smallbox
withdots

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ResourceProfileAssigningQuantitiestoActivities(continued)

ClassExercise:

FromthetablebelowfirstcreateeachResourcethencreatethecorrespondingCostCodeintheBASE
projectsResourceandCostAccountdictionary.Thenpoulateeachoftheactivitieshighlightedinyellow
withthecorrespondingquantities.Theunits(LForEa)arelistedforeachactivityaswellinthechartbelow.

CostAccountID
ResourceID ResourceName CostAccountName
Quantitiesforeach
activitybyResourceID

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ResourceProfileAssigningQuantitiestoActivities(continued)

WhenalltheMaterialResourceQuantitieshavebeencreated,assignedthemtothecorrectactivities,given
individualquantitymeasures,andassignedthecorrectCostCodescheckwheretheyarelistedinthebodyof
theresourcedictionary.

1. TodothatswitchtotheRESOURCEmode.IntheRESOURCEmodescrolldowntowherethenewly
createdcodesappear.

NOTE:InitiallytheCurrentProjectsResourceswillnotbedisplayeduntiltheyhavebeenassignedtoan
activity(s).MovingtheResourceQuantitiesupandundertheexistingLUMPSUMresourcecodehelpslocate
thecodesquickerwhenassigningcodesforthefirsttime.

2. MovetheResourceQuantitycodesupandindentthemunderneaththeexistingLUMPSUMResource
Code.SeeGraphicbelow.

ThenextstepistoviewtheindividualResourceQuantitygraphs.

3. SwitchbacktotheACTIVITIESmodeanddisplaytheRESOURCEUSAGEPROFILE,byselectingVIEW,
SHOWONBOTTOM,ResourceUsageProfile.
Moveupandindentunder
LUMPSUMResource
MakesureyourUnitofMeasure
categoryispopulated
UsetheMOVE
keystomoveup,
indentoroutdent

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ResourceProfileAssigningQuantitiestoActivities(continued)

4. SelecteachResourceQuantityonthelefthandsideoftheResourceUsagewindowtoviewthegraphon
therighthandsideofthebottomdisplay.Seegraphicsbelow.

ForQuantityResource01001/2to11/4Conduit

ForQuantityResource011011/2to5Conduit

ForQuantityResource0200PullWire#6&Smaller