Permanent Resource Properties dialog - Standard Work tab

You use the Standard Work tab of the Permanent Resource Properties dialog to view and maintain general details of the selected permanent resource's standard work. Standard work is time during which a resource cannot work on a project, as they are engaged in other activities, for example work on other unrelated tasks. The dialog displays a list of the standard work periods that are currently assigned to the resource.

If the permanent resource has more than one skill, you can select the skill under which you want to edit the permanent resource using the skill selector at the bottom of the dialog.

To access the Permanent Resource Properties dialog, right-click a permanent resource in Library Explorer or the project view and select Properties.

The dialog displays the following information about each period of standard work:

Field Description
Resource The name of the permanent resource to which the standard work is assigned.
Standard work Select the type of standard work you want to assign to the resource. Only those types of standard work that are currently marked as being 'active' appear in the hierarchical list.
Given start Specify the date and time on which the standard work period begins.
Given finish Specify the date and time on which the standard work period finishes.
Duration Enter the duration of the standard work period.
Type

Specify whether you want the standard work to be calculated as:

  • Work percent - the resource spends a percentage of the specified time on the standard work. For example, a resource may spend 20% of the time on Administration standard work, or 100% of the time on a hospital appointment.
  • Effort per resource - if the amount of time spent on standard work depends on the number of resources assigned to a task. For example, if each resource spends 1 hour inputting data, if you assign 1 resource to a task, only 1 hour is occupied by data entry; if you assign 50 resources to a task, 50 hours are occupied by data entry.
  • Fixed effort - if a fixed amount of time is spent on standard work regardless of the number of resources assigned to a task. For example, half a day could be spent on stock control whether you assign 5 or 25 resources to the task.
Percentage If the standard work is calculated as a percentage of time, enter the percentage of the resource's time that they spend on standard work in the period.
Effort If the standard work is calculated as a fixed amount of time or as effort per resource, enter the amount of time that a resource spends on standard work in the period.
Actual The amount of standard work that has been completed.
Remaining The amount of standard work that remains to be completed.
Progress period When entering an actual amount of standard work, specify the progress period in which the standard work was carried out.
Notes Enter any explanatory notes relating to the standard work.

The dialog displays the following buttons:

Button Description
Add

Click this button to add a new period of standard work. A standard work period is added to the first blank row in the grid.

 

Assigning standard work to permanent resources

Remove Click this button to delete the currently selected standard work period.
Details Click this button to view and edit the properties of the currently selected standard work period.

How do I...

  1. If the resource has more than one skill, select the skill under which you want to assign a period of standard work.
  2. Click Add. A new row appears in the dialog, representing an item of standard work.
  3. With the standard work item selected, click Details. The Standard Work Details dialog appears.
  4. Select the type of standard work you want to assign to the resource in the Standard work field.
  5. Enter the date and time on which the standard work begins in the Given start field.
  6. Enter the date and time on which the standard work finishes in the Given finish field; alternatively, enter the duration of the standard work in the Duration field.
  7. In the Type field, specify the way in which you want the standard work to be calculated.
  8. Enter an amount in the Percentage or Effort field (depending on the way in which the standard work is calculated).
  9. Enter any explanatory notes relating to the standard work in the Notes field.
  10. Click OK.
  1. If the resource has more than one skill, select the skill from which you want to remove a period of standard work.
  2. Select the standard work period you want to remove.
  3. Click Remove.

This tab may not currently be displayed on the dialog. If it is not currently visible, click More >> to display it. If you do not want this tab to appear, you can hide it from view along with a number of other tabs by clicking Less <<.

Related Topics:

Working with dialogs

Editing permanent resource properties

Assigning standard work to permanent resources

Assigning multiple skills to a permanent resource

Displaying resources' standard work in the spreadsheet