1	REGISTERING RESOURCE GROUPS Key Lesson
2	LEARNING OBJECTIVES BY THE END OF THIS LESSON, YOU SHOULD KNOW: How to register a resource group and define its cost and capacity. How to register a project reporting resource group, define its cost, and define which employees belong to this project reporting resource. REGISTERING RESOURCE GROUPS
3	BENEFITS Registering resource groups defines which resources are available to be allocated to activities. REGISTERING RESOURCE GROUPS
4	BASIC DATA To register a resource group, you will need to set up the following data: Company Calendar Project Cost Element Resource Category (optional) To register a project reporting resource group, you will also need to set up the following data: Employees REGISTERING RESOURCE GROUPS
5	RESOURCE GROUPS A resource group is generally defined at a high level, e.g., electrical engineers, carpenters, or cranes. A resource group can also be a specific person or machine. Each defined resource group is available to all projects within the resource company. REGISTERING RESOURCE GROUPS
6	REGISTER RESOURCE GROUP When you register resource groups, you must: Define a resource group ID and description. Choose the resource company, i.e., the company to which the resource belongs. Choose the resource calendar ID, which indicates when the resource can work. When performing a resource calculation, work will be scheduled for the days that are working days in both the activity calendar and the resource calendar. Choose the project cost element for this resource group. The planned costs when allocating this resource will update the selected cost element. You can also specify a resource category ID. REGISTERING RESOURCE GROUPS
7	REGISTER COST AND CAPACITY FOR A RESOURCE GROUP To include the resource group’s costs and usage in the project’s roll-ups and calculations, enter: The cost for a given period (cost per hour). The normal and maximum capacity for a given period (hours per day). Define different cost/capacity for any number of given periods. REGISTERING RESOURCE GROUPS
8	REGISTER A PROJECT REPORTING RESOURCE GROUP If IFS/Project Reporting is installed, the resource group can be defined as a project reporting resource. If the resource group is a project reporting resource: The resource group’s planned cost is based on the standard price list in project reporting instead of the cost tab. You must use the report code %. Define which employees belong to the resource group. This is used for retrieving actual hours per resource group as reported by employees through project reporting. REGISTERING RESOURCE GROUPS
9	EXERCISES Registering a Resource Group Register a resource, and define its cost and capacity for different periods. Registering a Project Reporting Resource Group Register a project reporting resource, and define its cost and capacity for different periods. Define which employees belong to this resource group. REGISTERING RESOURCE GROUPS
10	SUMMARY OF EXERCISES WHAT YOU DID Created a resource group Defined the resource group’s cost and capacity WHAT YOU LEARNED How to register a resource group and define its cost and capacity REGISTERING RESOURCE GROUPS REGISTERING A RESOURCE GROUP
11	SUMMARY OF EXERCISES WHAT YOU DID Created a project reporting resource group Defined the resource group’s cost and capacity Defined which employees belong to this resource WHAT YOU LEARNED How to register a project reporting resource group How to define cost and capacity for this resource group How to define which employees belong to this project reporting resource REGISTERING RESOURCE GROUPS REGISTERING A PROJECT REPORTING RESOURCE GROUP
12	END OF LESSON