Note: Some options and features may vary from the article below based on your CS Project package.
There are a number of ways to assign resources to an activity:
1. Select the ACTIVITY you wish to assign and click the ‘assign Resource’ icon on the toolbar
2. Move the cursor over the chosen RESOURCE so that the mouse icon changes to
Either of these methods will invoke the ‘Add/remove assignment’ window:
The dialog allows you to choose the resource, quantity and duration you wish to apply.
Using the example created earlier, the following assignments can be made:
Site Set Up.....................................1 x Foreman, 2 x Labourer
Set-out Foundations.......................1 x Foreman, 2 x Labourer
Excavation......................................1 x JC B & Driver, 1 x Banksman
Formwork........................................1 x Carpenter/Steelfixer, 1 x Labourer
Reinforcement................................2 x Carpenter/Steefixer, 1 x Labourer
Concrete.........................................1 x Foreman, 2 x Labourer, 1 x JC B & Driver
Strike Formwork..............................2 x Carpenter/Steelfixer, 1 x Labourer
Backfill.............................................1 x JC B & Driver, 1 x Banksman
Dispose of balance of Arising’s........1 x JC B & Driver, 1 x Banksman
Your programme should now look similar to the following screen image and a resource histogram will have been plotted. Please note the over-allocation that is shown for the JC B and Banksman against the last two activities. This is because they are allocated against concurrent activities even though the availability for each resource is set to one.
Normally you would be expected to remove this over allocation by re-scheduling these activities.
CS Project Professional can do this for you automatically by going to ‘Tools-Level Resources…’ on the file menu and selecting the order of priorities you wish to apply to the leveling process. In CS Project Planning, this is a manual process.
