Copy Resource Calculations

Follow these steps to copy the calculation results settings from one resource to another resource in an existing resource structure. This works best for similar resources with the same set of results.

  1. Select Project Data > Resources in the Navigation Menu. The Manage Resources tab window displays.
  2. Click on the Structure [Select] dropdown in the Ribbon Menu and select the resource structure you want from the list.
  3. Select the Resources tab. The left pane displays a grid view of the resource hierarchy.
  4. Click Copy Calculations in the Ribbon Menu. The Copy Calculations dialog box displays.
  5. Click Expand in the dialog box Ribbon Menu to display the hierarchy levels and resource details in the Copy To section of the dialog box.
  6. Select the source resource with the calculations you want from the Copy From dropdown.
  7. Select the Resource Rate Group action from the dropdown. Select either Replace or Copy.
  8. In the Copy To section, you can: 1) click on a single resource row, 2) press Shift and click a group of resource rows, or 3) press Ctrl and click on selected resource rows.
  9. Click OK. An Overwrite Calculations confirmation dialog box displays.
  10. Click Yes.
  11. As needed, update the resource specific Rate Group assignments for the resources you selected in Step 8. For example, you may need to update the labor Rate Group assigned to calculate direct costs for a labor resource.
    1. Select the detail resource you want in the left pane.
    2. Select the applicable Result row in the middle Calculations pane.
    3. Select the Rate Group assignment from the dropdown.
  12. Click Save in the Ribbon Menu.
  13. Optional. Close the Manage Resources tab.