Setup for Resource Library

If a SOR Project is to use a Resource Library then the box must be ticked in Job Maintenance.

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This will cause the column description on Sub Items to change from Resource Description to Resource Name.

When the SOR Project is loaded, and the Use Resource Library Forecast Control’ is ticked, a Resource library is automatically created.

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Column Name Description
Resource Name There is one entry here for every resource that has appeared across the project.
Cost Type This is the cost type of the Resource. This must be consistent throughout the project.
Project Qty This is the total Qty of that resource across the whole project
Current FCC Rate This forecast rate is current used through the whole project for this resource
Current Resource FCC Project Qty * Current FCC Rate
Proposed FCC Rate This field in Changeable. The FCC rate can be change here.
Proposed Resource FCC Project Qty * Proposed FCC Rate
Table 1. Right Mouse Click options
Option Description
Audit History This show an audit of changes done to that Resource Name
UOM Change The UOM for the Resource Name can be changed throughout the project. This option presents a screen to nominate the new UOM, and to change it.
Rate Change This actually applies the Change that was made for this Resource Name.
Name Change This can be used to change the name of the Resource throughout the project
Delete This can only be used if the Resource Name no longer is used in any Project Managers Worksheet (PMW) entry.
Table 2. Action Menu options
Option Description
Add New resource Names can be added here, and then used in new subitems in Forecasting by Item.
Copy Resource Names can be copied from one project to another
Merge Two or more Resource Name can be merged together, providing they have the same Cost type, UOM, and FCC Rate
Apply Rates All This will apply any outstanding Rate changes for all Resource Name
Rebuild This can be used to Rebuild the whole Resource library
Resource listing This prints out a list of Resource Names.

Adding a Resource Name from Forecasting By Item

If a new Subitem is added in Forecasting by Item, and the Resource Name does not exist, it can be added to the Resource Library

In screen below, the line called Contingency was added.

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When OK is selected, the following screen is displayed, as this Resource Name does not exist.

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By selecting the Add option, this can be added to the resource library.

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This now appears in the Resource library, and can be used elsewhere.

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