User guide

Viewing the Resource Profile

Once resources are defined and assigned to activities, the histogram and curves (i.e. resource profile) will be displayed on the canvas. Choosing Resources to Display From the menu bar, click Tools >...

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Assigning Resources to Activities

Once resources have been defined for the project, the next step is to assign them to specific activities. Each resource assignment approach requires the activity to be selected and the...

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Deleting an Existing Resource

To delete any resource, open the Project Resources window, select a resource from the list of Project Resources, and click the Delete button. Click the Exit icon to close...

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Modifying an Existing Resource

To modify a resource that has already been defined, click Tools > Manage Resources… from the menu bar. The Project Resources window opens. Select the resource from the list of Existing...

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Defining Resources

To define project resources, click Tools > Manage Resources… from the menu bar. The Project Resources window opens. To define resources via Excel, see Adding and Modifying Resources via Excel. Click the...

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Costs and Resources

NetPoint allows users to define the resources needed to execute the planned project. A resource can take the form of a skilled human resource (individuals, groups, or crews), equipment, capital/costs,...

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Exporting/Importing from Excel

Codes can be exported as part of a linked Excel report or as a single standalone spreadsheet. The WBS can be exported as a standalone spreadsheet. Instructions for both are provided below Steps Exporting...

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Creating Swimlanes from Codes

Once assignments have been made, a code or the WBS can be used to organize a schedule into lanes, with one lane being created for each of the code’s values...

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Making Assignments

An activity, milestone, or benchmark can only be assigned one WBS node at a time. Making a new assignment will therefore erase any prior assignment, which can be verified in...

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Adding/Modifying Codes

Codes and their values are added and modified through the Codes Manager. Steps Adding Codes Click Tools > Manage Codes… from the menu bar. The Codes Manager will open. Click the Codes icon. ...

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