Quick Multiple Resource Assignments

Suppose you’ve just created a whopping great schedule with thousands of activities, and for particular activities you need to assign resources. In Primavera, there is a hidden trick to doing this quickly in one great hit.

Suppose you had a typical bridge construction sequence:

- Commence Pier
- Drive Piles
- Construct Pile Cap
- Construct Pier
- Place Pier Head

Now, lets assume we require Piles, Pile Crew and Piling Plant as resources to be assigned to the “Drive Piles” activity above. In Primavera:

  1. Right click your Gantt Chart view (default is Classic WBS Layout)
  2. Select Filters
  3. Create a new User Defined Filter
  4. Give the Filter a ‘Name’ and in the Filter itself, create a “Where” condition, where the “Activity Name” contains the Value of “Drive Piles”. This will pick up all activities for Driving Piles along the Bridge
  5. Click on OK
  6. Apply the new filter by ticking the checkbox, and clicking on Apply, then OK

At this point the Gantt View is filtered for all “Drive Piles” activities. The next step is to now assign the resources to all the activities at once:

  1. Select the First activity in the sequence, and in the details tab in the bottom pane, click on the “resources” tab
  2. Click on “Add Resource”. This creates a popup window with which we can select a resource to assign
  3. With the “Add Resource” dialog open, select all of the “Drive Pile” activities
  4. Double Click on each resource in the “Add Resource” dialog box

If you then click on any of the filtered activities, Primavera has now assigned the resource to it.

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