Tasks: Adding Resource Types and Review Steps 

Adding a Resource Type in Settings / Resource Type (tab): #

Locate the (+) sign at the top right menu. This is your starting point for adding a new resource type.

1. 1. Fill in all the Data fields for the Resource Type (RT).
   2. In the ‘Resource Quantity,’ enter the number for the specific RTs available at your organization.
   3. Fill in all data fields as required when allocating RTs to Tasks.

Allocating Resource Types to Tasks:

1. 1. In the Planning PERT view, click on the little RED square on each Task Box to receive a dropdown menu of all available RTs.
   2. Allocate the appropriate number of RTs required to complete the Task.
   3. Alternatively, click on any Yellow Task Box to open Task Details to add RTs.

Before leaving any Task Box, ensure:   #

• All Task Boxes have a brief, not to exceed 5 words, description of the action required to complete the Task. 

• Task Details:  Add notes, comments, hyperlinks, checklists, or full kitting information.  
• Your Team has captured all Predecessor Tasks required to achieve all Successor Tasks.  
• Appropriate dependency arrows from each Predecessor Task Box to each Successor Task Box have been established.  
• Each Successor Task has a Predecessor Task before leaving this step. 
  The Critical Chain Schedule will not run if there are missing dependencies.  
• When you have built all Tasks in the Project Network, assign Resource Type(s) to each Task, enter Durations in days, and the number of Resources required to complete the Task.   

• The Critical Chain Schedule will not run if Resource Types are not assigned to a Task.  

  Assign Resources:  Resource Managers enter the number of specific Resource Types assigned to work on a particular Task e.g. Architect 1(1), from the unallocated Resource Types that appear in the wizard. 
Multiple  Resource Types may be assigned to work on a given Task.  
Note:  Multiple Resource Types may be assigned to the same Resource Manager.
Click on a Task to select the Task, then click Resource Type to generate the Assign Resources Auto Text Table.

Auto-Text: Type the first few letters to display a matching Resource Type. 

Click Show the full List to view all possible Resource Types List that can be assigned to a Task.