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Primavera Scheduling

The Resource I Never Use

Resources add "weight" to a schedule. That is to say, resources can tell us the effort - in costs and/or hours - required to perform a task. Once resources have been added to an activity we now realize that tasks with similar durations are not so similar when the effort is considered.

Back in the early 1980s I would sometimes be asked by owner representatives to explain how many people were required each day in order to stay on schedule. I was using a proprietary scheduling program running on a mainframe computer in those days. It was a nice little program based on the Activity-on-Arrow (AOA) method of scheduling. But it was not capable of doing much with resources other than assign a cost value to each task.

In a parallel scheduling universe, however, Primavera Systems was offering the ability to budget and track both costs and units. The firm I worked threw in the towel in the face of a better product and switched over fully to Primavera in 1987. That was a good decision but at the time there were other scheduling programs to consider. Proximity might have helped. Our company's headquarters were across the Delaware River from Primavera Systems.

It might surprise schedulers who nearly always resource-load their schedules that a large percentage of companies - at least in the United States - rarely do so. The reasoning is often that it takes too much time or exposes confidential information. I know a lot of contractors do not want anyone knowing how many labor hours were figured into their projects. 

Not knowing how many labor hours are required by the project once led to an awkward exchange with an opposing attorney during my testimony in a construction dispute:

Attorney: "Mr. Pepoon, how many people would have been required to perform this task that we are looking at right now?"

Me: "Enough people to perform the task within the planned duration."

Attorney: "But how many people would that be, exactly?"

Me: "The proper number to perform the task within the allotted time."

It sounded like a bad comedy skit, but of course I could not answer a perfectly relevant question because my client did not resource-load the schedule. And the reality is that when a subcontractor is responsible for the work the general contractor usually can't verify the duration either. He simply trusts that the subcontractor knows best.

The people performing the task would presumably know how long it takes. But no one else can verify this without knowing the required effort. Then why does this still happen? Well, general contractors pass on a lot of the risk (i.e. scope of work) to subcontractors and can always "sue the bastards" if they fail to meet the schedule. Of course, owners will then sue the general contractors for not controlling their subcontractors. Nobody will be happy.

Still, there is one resource I refuse to use - material. Anyone familiar with Primavera P6 understands that there are three types of resources: labor, nonlabor, and material. Nonlabor is mostly used for equipment, but I have another use for it as well. The trouble with a material resource is that Primavera P6 only tracks costs, not units. With labor and nonlabor resources the choices are to track units, costs, or both.

From my perspective, tracking material could be very useful. If I have moved 50 cubic yards of dirt and there is a total of 100 cubic yards, then certainly one-half of the work is complete. (I should also consider how long it took to complete one-half of the work, because productivity is important as well). This is production-based scheduling, but it is simply not possible with a material resource.

Thankfully, there is a workaround. Instead of using a material resource, why not use nonlabor instead? If it's not labor it can be pretty much anything, right? So nonlabor can be plumbing fixtures, dirt, gypsum board, conduit, or anything else we want to track. I have even used a nonlabor resource to track drawings being produced by the design team.

Both labor and nonlabor resources use "units" as the nominal description. Only material resources can have other labels, but we can easily create our own definitions.

For plumbing fixtures the unit can be "each", cubic yards for dirt, square feet for gypsum board, and linear feet for conduit. Each type of material will of course require its own unique nonlabor resource. I also indicate the real unit of measure in the description, such as "Dirt (Cubic Yards)" to emphasize the point.

I also do not show the unit label for these nonlabor resources because Primavera P6 would put "hours" on all of my nonlabor resources (Edit > User Preferences > Time Units). One other thing. When printing resource charts I do not lump nonlabor resources together because they are not the same materials at all, but this would be true for equipment as well.

Ultimately, we must decide what level of detail is required when adding resources. Minor amounts of material may not warrant much scrutiny. The desired output determines the level of input required. For example, do we need to track different sizes of piping or can they be lumped together? Too much detail is often as bad as not enough detail.