Try It!


Now that you have linked your schedule to an Altus project, let us learn how to incorporate Altus resources into your local Microsoft Project Plan (MPP) file for forecasting work.


Within your MPP file, you now have the choice to add:

• Local Resources to your plan: these resources only exist within your Microsoft Project plan; they will not be published into your Altus Project.
  
• Altus Resources: you select these resources from the Build Team button within the Altus toolbar which includes their calendar and calendar exceptions so that their Capacity will be taken into consideration on any tasks they are assigned to; as well as their Cost Rate (Standard Rate) and their Sell Rate (Overtime Rate): so that you can calculate the cost of any tasks to which they are assigned.
  
• A mix of Local and Altus Resources.
  
  

To add Altus resources to your MPP:

1. Select a resource from the Resources from Altus list.
   
   
2. Click the Add > button. The resource will now be added to your Project Resources list.
   
   
3. Click OK to save your changes or Cancel to not save your changes.
   
   
   Resources that have already been added to your Project Resources list will show as greyed out within the Resources from Altus list.
   
   
   You can select multiple resources to add at once by holding down Ctrl and selecting multiple resources.
   
   
   Until you have selected a resource from the Resources from Altus list the Add > button will remain inactive.
   
   

To replace local resources in your MPP file with Altus resources:

1. Select a resource from the Resources from Altus list.
   
   
2. Select a resource from the Project Resources list.
   
   
3. Click the Replace > button. The resource will now be added to your Project Resources list overwriting the original resource.
   
4. Click OK to save your changes or Cancel to not save your changes.
   
   
   When you replace a resource within your Plan all the tasks and work allocated to the original resource will be allocated to new resources and the original resource will be removed from your Plan. You cannot replace a resource who has Actual work allocated to them.
   
   
   Resources that have already been added to your Project Resources list will show as greyed out within the Resources from Altus list. If you would like to replace work allocated to another resource with this resource, you will need to make these changes at the task level.
   
   
   You can only replace one resource at a time.
   
   
   Until you have selected a resource from the Resources from Altus list the Replace > button will remain inactive.
   
   

To remove Altus resources from your MPP file:

1. Select a resource from the Project Resources list.
   
   
2. Click the Remove button. The resource will now be removed from your Project Resources list.
   
   
3. Click OK to save your changes or Cancel to not save your changes.
   
   
   When you remove a resource from your Plan all the tasks they are removed from your Project completely. This feature works for both Altus and local resources. You cannot remove a resource who has Actual work allocated to them. You can only remove a resource from the Project Resources list.
   
   
   You can select multiple resources to remove at once by holding down Ctrl and selecting multiple resources.
   
   
   Until you have selected a resource from the Resources from Altus list the Remove button will remain inactive.
   

Read: Altus for Microsoft Project – End User Guide