iPE Help

Resource or Labor Group - Details

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Each resource group or pool has key information required for costing purposes. Resource details can be accessed from the resource group list by double-clicking on the resource you want to open. The KEY INFO tab allows you to:

  1. Edit the resource code, which is a language-independent short description or number of the resource and must be unique
  2. Edit the resource group description, also required and unique. Users can search for resource pools in the labor estimating application by code or description
  3. Company - the company your resource group works in. 
  4. Department - You specify the department in your labor estimate to narrow down the search for resource groups. Only specify department if this resource group applies to a single department, not if the same resource group (and cost rate) is applied across all your sites or departments.
  5. Cost Center - it helps track and manage expenses by allocating costs to different parts of the organization based on their usage or consumption. Cost center can also be used as a way to narrow down the search for resource groups.
  6. Each resource group has a work-schedule and holiday calendar which indicates how to confirm "1 full time equivalent" (FTE) to effort or work hours in each labor estimate. For example a 40 hr work week with absolutely no holidays results in 1 FTE as being 2,080 hours per year, as compared to a 40 hr work week with 20 holiday + vacation days per year being 1,920 hours per year
    • Reducing the number of hours per week in the work-schedule reduces the effective output or working time of this resource when assigned full-time (1 FTE) equally throughout every week in the calendar year
    • Adding holidays and even vacation days on specific dates to the work-calendar marks specific dates as "non-working times" and so reduces the effective output or working time of this resource on specific dates, weeks or months throughout the year. For example, marking a Christmas shutdown for 6 days from December 24-31 reduces the working days for December 2019 from 22 to 16, i.e. working hours reduces from 176 to 128 hours without reducing the working hours in other months
    • Work schedules can be varied by resource group, but most organizations assign the same work-schedule, and holiday calendar, to all resource groups from the same site, location or even country. You can also adopt a client's work-schedule or hours per week i the proposal planning parameters popup, for all resource groups which are assigned a work-schedule which is not marked as remote/center of excellence/shared.
  7. Each resource group has a cost element which is the account credited when labor is booked by people in this resource pool. It is used for reporting purposes and to trigger the correct fringe, overhead and G&A indirect cost calculation
  8. Each resource group can be mapped to an SAP activity type, cost-center and work-center. These fields are normally populated when the resource group is synchronized or imported from SAP's work-center/activity type list. This mapping is required to link SAP's activity type planning cost rates (which are input by cost center and fiscal year in SAP) and to ensure the correct fringe, overhead and G&A indirect costs are accrued based on cost element groups.
  9. Each resource pool can also be mapped to a resource ID in Primavera P6 if you intend to transfer schedules and work-plans between this application and Primavera.
  10. Resources are normally estimated based on manually entering effort, FTE or copying from a template or previous plan for the same resource. Resource efforts can also be calculated used a parametric formula or cost estimating relationship. If you always tend to calculate the effort for this resource from a pre-determined parametric formula then select the formula here to have it automatically drop into your labor estimate when selecting this resource group.
  11. Indirect Cost Key - this is the overhead pool which this resource group is assigned to. Fringe, overhead and G&A rates are normally defined by overhead rate pool. For example all of engineering, or all management or all back-office staff might have similar overhead rates and therefore would be assigned to the same overhead pool or indirect cost key.
  12. Realization Factor - this is an efficiency factor for this resource, for example if the same resources in the US and Mexico do roughly the same work but the resources in one country are more efficient (and perhaps also have a higher hourly cost rate) then the more efficient resources would have a lower realization factor. The hours estimates for each task or work-order are multiplied by the realization factor with an option also for learning curve application for repetitive manufactured parts.
  13. Role or Skill-set refers to a specific set of skills required by individuals in this resource group.
  14. Type of Labor Pool - what type of kind of resource group this is. Normally there is just one type of resource group (SAP activity type) however you can create more by working with your implementation consultant.

 

Custom fields or tags may be also assigned to the resource pool and get copied into the cost model for reporting purposes. These are not the same tags as you would set up your proposal and inherit through the WBS to the estimate, these tags are copied directly from the resource group into the cost model.

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