Add resources to a schedule

Note: Only schedule coordinators can add a resource to, or remove a resource from, a schedule.

Procedure

1. Open a schedule in Schedule Manager.

2. Choose Schedule → Schedule Membership.

   Teamcenter displays the Schedule Membership dialog box.

3. Select the check box adjacent to the desired disciplines, groups, roles, users, and resource pools. When you select the check box, the schedule member appears in the table.

   Note: You can specify rates and currency for users, groups, roles, and resource pools.

4. Assign each schedule member a schedule role by clicking the Role box next to the name of the resource.

The standard version of Teamcenter includes the schedule roles of Coordinator, Participant, and Observer. As the schedule creator, you are automatically added as a coordinator.

Note: Schedule roles are not the same roles appearing in the Organization application pane.

Schedule roles

Coordinator A coordinator can read the full schedule information, write the scheduling information, and write the execution information.

• The scheduling information includes schedule dates, milestones, resources, task and schedule baselines, estimated work, and costs.
• The execution information includes the task status, percent complete, work complete, and task start and finish dates.

Participant A participant can read the full schedule information and only write the execution information for tasks assigned to them (for example, Work Complete). By default, a person added is designated as a participant.

Observer An observer can only read the full schedule information.

Note: Users inside a discipline that is a schedule member will not get read access to the schedule. The user of the discipline that is a member of the schedule will get read access to the schedule only if that user is designated through a discipline to a schedule task.

Rates and currency

If you assign a user, the Schedule Membership dialog box displays values in the Rate and Currency boxes.

If an hourly rate for the user is set using the Organization application, and you have CostDBA privileges, that value is displayed. You can either accept the value or double-click the Rate box and overwrite the value.

Note: To set the hourly rate using the Organization application, launch the Organization application, expand Users, locate the desired user, right-click, and choose Rates. Enter an hourly value and, optionally, select a value for Currency.

Double-click the Currency box and select a value from the list. The default currency in Teamcenter is USD (United States dollars). Schedule Manager supports only one currency but it can be changed by updating the CostCurrency LOV using the Business Modeler IDE. If you change the CostCurrency LOV, you must also change the cost_default_currency preference.

5. (Optional) Assign each user a schedule user calendar by clicking the Calendar box next to the name of the resource. If a schedule user calendar is not defined, you are prompted to create one.

   Note: You cannot assign calendars to groups or disciplines.

6. Click OK.

Note: There are some tasks a schedule owner can do that a coordinator cannot do; for example, open an unpublished schedule and unpublish a schedule. Only the schedule owner can change the schedule owner. They can also change the original schedule coordinator.

Changing ownership and replacing the coordinator

1. The current owner adds the new owner as a schedule coordinator.
2. The current owner changes the ownership.
3. The new owner removes the old owner from membership (if necessary).