Primavera Tip: Using Resource Codes
Just like Project Codes and Activity Codes, Primavera provides you
resource codes that allow you to organize, group, sort and filter your
resource dictionary. The resource codes also allow you to group and
sort in the Resource Assignments and Resource Profile views.
Create a Resource Code
1. In Primavera, create a resource code called a Manager by doing
the following:
a. Click on Enterprise in the menu bar, and choose Resource Codes.
b. Click on Modify.
c. Click on Add.
d. Type Manager as the new resource code name.
e. Click Close.
f. At the top, you will see Manager in the drop down.
g. Click on the Add button, to add names to the manager resource
code.
h. After adding all of the names, click on Close in the resource
code window.
2. Assign the appropriate manager resource code to the resources in
the resource dictionary.
3. While still in the resource dictionary, click on the Display
Option bar and choose Group and Sort.
4. Click on Customize and place the Manager resource code as the
first option to group by.
5. Your resource dictionary is now grouped by the code.
6. To go back to how the resource dictionary was originally
grouped, click the Display Option bar again and choose Group and Sort,
default.
A resource profile can also be grouped by the Manager resource code.
This allows the user to click on the manager’s name in the profile and
see a rollup of all of the limits for the resource under that manager’s
name. This view makes for a great capacity planning report. To group
by the Manager resource code that was created above in the resource
profile, follow the instructions below:
1. Open a project.
2. Click on the Activities button in the Directory bar.
3. Turn on the resource profile in the bottom layout.
4. In the resource list on the left side of the resource profile,
choose the Directory Bar.
5. Click on the Select View and then choose Resource.
6. Click on the Group and Sort By.
7. Choose the Manager resource code as the first option to group
by.
8. Click on OK.
9. In the resource list, you should now see your resources grouped
by the Manager name.
10. Click on the Manager name in the list and you will see the rollup
information displayed in the Profile view on the right of the screen.