1. Click on the Estimates and Costs Tab:
2. Click the Form’s Edit Button:
3. Click New Task in the Costs section of the Tasks Window
4. Select the description of the new Task
5. Type in the Task’s description
6. Click the Calendar button on the right of the Start Date and select a date
7. Click in the Duration field and enter the number of days you think the Task will take
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
9. Click New Resource Assignment in the Costs section of the Tasks Window
10. Click the Arrowhead in the Resource field then drill into the Resources hierarchy to pick the one you want and Select it
11. Enter in the Quantity, Rate and Cost per Use values
12. Add as many Resources as are needed for the Task
13. If an Ad Hoc Resource is required, select the Task as described in 8 above, then click the ‘New Adhoc Assignment’ Task
14. Enter its; Name, UOM, Quantity, Rate and ‘Cost Per Use’ values
15. Save. The Estimated Total for the Task is calculated and saved:
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
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
18. Save