Defining Resources

To define project resources, click Tools > Manage Resources… from the menu bar. The Project Resources window opens.

resource manager dialog

Click the New… button.

The Resource Properties window opens, offering several resource fields.

Properties

The Properties section is where basic settings are changed.

resource properties dialog

Name

The name is a description of the resource. If cost-loading the schedule, enter a name like Budget or Cost. This field is required.

Category

The category describes the type of resource. All categories have the same functionality in NetPoint, but they export to external software with different functionality. To choose a category, click the down arrow button to display a dropdown menu. If cost-loading the schedule, choose Cost.

Cost per Period

This field is where the cost of the resource is entered. If PolyTime is enabled, the period will correspond with the schedule’s time unit. For example, if the user has set the base time unit for the schedule as hours, then the resource must be entered in terms of cost/hours. Otherwise, the period will always default to days. For example, a particular crane might cost $900 per day. Type 900.00 in the field. If cost-loading the schedule, enter the cost as 1. This field is required.

Displays

The Displays section contains aesthetic properties that can be turned on or off. Control is achieved via the dropdown.

Plot

Plot refers to whether or not the resource will be displayed in the profile at the bottom of the schedule. This setting may also be changed directly from the Project Resources window under the plot column by checking or un-checking the boxes next to the desired resources.

Formatting

The Formatting tab contains aesthetic properties that are not strictly on/off controls, like colors.

Histogram Pattern

A pattern can be added to differentiate between resources. By default, resources display as solid colors. Click the down arrow button next to Histogram Pattern to display a dropdown menu and then click to select the desired pattern. This is very effective for distinguishing between different resources.

Color

This field represents the color of the resource in the histogram. By default, it will be gray, but choosing a unique color is recommended.

To change a color, click the down arrow button anywhere the Color field shows up and choose from the list. Any colors already used in the schedule will appear. To choose from a palette or define a custom color, select More.

After clicking More, the custom color palette window will open.

custom color formatting in netpoint

To create a custom color, click in the rainbow color area; the selected color displays below in the Color/Solid box.

To select a darker or lighter tone, move the arrow up and down along the vertical slider bar to the right.

Click the Add to Custom Colors button. The new color displays in the Custom Colors area and is ready to be selected just the same as the basic colors above.

Click OK to apply the color and exit the function.

Once chosen for the first time, any basic or custom color will be displayed in the dropdown list for future selections.

Color Intensity

This number represents the darkness of the histogram bars. Click the down arrow button to display a dropdown menu of percentages.

Finalizing Resources

After entering the fields, click the Add button. The new resource will be added to the Project Resources window and the Resource Properties window will reset.

Additional resources may be defined consecutively by repeating the steps above. When finished, click the Exit icon to close the Resource Properties window.

NOTE: The Add button must be clicked each time to define a resource before clicking the Exit icon . Otherwise, the resource will not be saved to the list of Project Resources.