Step 1. Click on the Estimates and Costs Tab:
Step 2. Click the Form’s Edit Button:
Step 3. Click New Task in the Costs section of the Tasks Window
Step 4. Select the description of the new Task
Step 5. Type in the Task’s description
Step 6. Click the Calendar button on the right of the Start Date and select a date
Step 7. Click in the Duration field and enter the number of days you think the Task will take
Step 8. Click in the grey square on the left of the new Task, but not the “Arrowhead”, so that it changes to a pale blue colour
Step 9. Click New Resource Assignment in the Costs section of the Tasks Window
Step 10. Click the Arrowhead in the Resource field then drill into the Resources hierarchy to pick the one you want and Select it
Step 11. Enter in the Quantity, Rate and Cost per Use values
Step 12. Add as many Resources as are needed for the Task
Step 13. If an Ad Hoc Resource is required, select the Task as described in 8 above, then click the ‘New Adhoc Assignment’ Task
Step 14. Enter its; Name, UOM, Quantity, Rate and ‘Cost Per Use’ values
Step 15. Save. The Estimated Total for the Task is calculated and saved:
Step 16. To delete a Resource from the Task, move the mouse pointer over the Resource, right-click and select ‘Delete Assignment’ from the drop-list
Step 17. If you want to resequence a Task, select it as described in 8 above, then click the ‘Move Task Up’ or ‘Move Task Down’ Task as many times as is required
Step 18. Save