Create Actual Resources

Steps

Enter actual resources in an activity

1. Open a view with a time-distance cell and select an activity.

2. Click the Object Properties Pane > Allocations (actual) tab. …

Note:  If the Allocations (actual) tab is unavailable, check the Enable resources and accounts on the Tools > Options > Visibility tab.

3. Click the Add Resources icon.

4. In the Select Resources dialog, click + to expand groups of resources you might need in the Resource structure list.

5. Specify the resources to use by checking the box next to each in the Resource structure. Resources you select are added to the Selected resources at the bottom of the dialog.

6. Click OK.

7. Click the Allocate (cost) icon.

8. In the Select Accounts dialog, specify the cost centers to use by checking the box next to each in the Account structure list. Accounts you select are added to the Selected accounts at the bottom of the dialog.

9. Click OK.

10. Enter the Input value, which is the effort/quantity for resources and cost value for cost allocation.

11. Select the date and time to which each actual resource should be booked.

The other input values behave in the same way as planned resources.

Take the entered planned resources as actual resources

In the libraries, confirm that the Collect actuals option is enabled for the resources you are using in your project.

1. Open a view with a time-distance cell and select an activity.

2. Click the Object Properties pane > Allocations (actual) tab.

3. Click the Add Actual Resources For Planned Resources icon. 

4. In the Add Actual Resources from Planned Resources dialog, enter the Date of new costs and the time for booking the actual resources and click OK.

5. Enter the Input value, which is the effort/quantity for resources and cost value for cost allocation.