Sunday, August 14, 2022

Getting started with MS Project

Getting started with MS Project

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Microsoft project 2010 resource availability free.View resource workloads and availability in Project desktop 













































     


- Microsoft project 2010 resource availability free



 

In the Resource Information dialog box, select the General tab, and then select the Generic check box. On the Custom Fields tab, under Custom Fields , enter values for any fields that are required for this generic resource. Because these custom fields are unique to each organization, see your administrator for answers to any questions about their use.

Note: You can add any generic resource to the list of enterprise resources. You might have to specify other attributes for the resource, such as calendars and skill sets, depending upon the requirements of your organization. Build Team Using the Build Team feature, you can search for enterprise resources that have the required skills to complete the tasks in your project.

Resource plan During project initiation, before a detailed project plan with tasks and assignments has been prepared, you can use a resource plan to represent the resource requirements for the project at a high level. This is helpful when you need to advise the resource managers and department managers of upcoming work, but you do not know the specific tasks or resources that will make up the project plan.

Note: You can create and view resource plans only by using Project Web Access. The resource plans are not visible in Project Professional, and the plans do not limit the resource availability within Project. Add resources to a project by using Build Team.

Create a resource plan for a project proposal. Select the row for the project that you want to build a team for, and then choose Build Team.

On the Build Team page, a list of resources on the left shows all the resources that you have permission to see within the resource breakdown structure code for your organization. The list on the right shows the resources that are already assigned in your project.

Select the resources on the left that you want to assign to the project, and then choose Add. Select the resource by selecting the check box next to the resource. To create a list on the left that contains only those resources that have skills that match a resource on the right, select the resource on the right, and then choose Match. Finding resources in this way is particularly helpful when you have generic resources in your project and you want to find real resources people with the same skills to replace the generic resources.

If you want to replace the resource on the right with the resource on the left, select both the resource on the left and the resource on the right, and then choose Replace. If the resource has actual work values recorded for tasks, that resource cannot be used in the project. Under Booking Type , select Committed if you want to commit the resource to the project, or select Proposed if you do not yet have authorization to commit the resource to the project.

Tip: To see a graph showing the availability of the selected resources before you add them to your schedule, select the resources on the left, and then choose Graph. You can also create a filter to see only a subset of resources on the Build Team page:. Choose View Options , and then choose Filter. Select a field in the Field Name list and a test in the Test list.

In the Value list, select a value to test for, or set a range of values by typing two values separated by a comma ,. To test whether the filter will return valid results before you apply it to your resources, choose Validate Filters. Note: Project managers may not be able to view and assign all resources in their organization. See your server administrator if you need permission to build a team. Select the project for which you want to create a resource plan, and then choose Resource Plan.

Choose View Options. In the Date range and Units boxes, type a date range and the time units to display in the timephased part of the resource plan table. In the Display Units box, indicate whether you want the values in the resource table to show hours, days, or FTEs full-time equivalents. To determine how the summary resource assignments are presented in the reports that you can generate from Project Web Access, in the Calculate resource utilization from section, select one of the following:.

Project plan If you want to calculate resource availability from all assignments within the project, but not from the project's resource plan, select this option.

Resource plan If you want to calculate resource availability by using resource information in the resource plan, select this option. Project Plan until If you want to calculate resource availability from all assignments within the project until a specific date, select this option.

The resource utilization from the resource plan will be used to determine the resource availability after the specified date. Select the Show total work check box to show the total hours in the resource plan table instead of timephased values. In the Items per page box, type the maximum number of lines to display in the resource plan table.

He is also a trainer with more than 10 years of experience teaching users how to use Project Management tools in a more productive way. Sensei offers a complete set of services to help organizations succeed with their Microsoft PPM deployments.

Services include full implementation and training as well as pre-configured solutions and report packs. Visit senseiprojectsolutions. Review Title. Your Review. Sign me up for the newsletter. Remember Me. Please enter your username or email address. You will receive a link to create a new password via email. Quick Links. Options to Manage Resources Availability You have two options to manage resource availability in Project: Change their units availability ; or Change their working time calendar.

Click OK. You will instantly see that Project indicates that Walt is over-allocated, as the period of his vacation conflicts with some tasks that have been assigned to him: There are many different ways you can see over-allocated resources in Project.

Written by Raphael Santos. Share This Post. To see the full list of resources again, click the Filter dropdown menu and then click No Filter.

Note: Even without filtering for overallocated resources, you can easily see which resources are overallocated, because their names are shown in red in any resource view. Also, in the Resource Sheet and Resource Usage views, the indicator field will suggest that overallocated resources be leveled.

Task views can also be used to display overallocations, though they don't show overallocations in red the way that resource views do. If you are working in a task view, you can step through each task that has resource overallocations, though a task view won't show you which resources or how many are overallocated. In the Resource Sheet or Resource Usage view, you can group resources who are overallocated. You can also group resources by their peak units, which indicate their maximum percentage allocations on assignments during the project.

Reviewing overallocated resources by the extent of their overallocations can help you to focus on the most extensively overallocated resources first. In the Order box, select Ascending or Descending. If you click Ascending , the group of resources that are not overallocated appears first and the group of overallocated resources appears second. To create a nested grouping of peak units, click the Then by box, and then click Peak. The view is grouped according to your specifications.

Any resource that has any assignment exceeding percent of peak units at any time during the project is grouped under Overallocated: Yes. To see resources listed in their original order in the Group by box, click [No Group]. If you have resources who are overallocated, you might want to identify resources in the project who have available time, so that you can distribute the workload more evenly. This capacity is also useful if there are additional unassigned tasks and you want to find out who is available to take on more work.

The Summary Resource Assignment is the sum of all work done by the resource, and Calendar Exceptions are any exceptions on the resource's base calendar. To find resources who can work additional hours on a job, you can display and modify the Resource Usage view to see the amount of time hours, days, or weeks that a resource has available for additional assignments.

You can also use this view to redistribute work from overallocated resources to underallocated ones. In the Format tab, in the Details section, check the Remaining Availability box.

In the Rem. You can also display and modify the Resource Graph view to view a bar chart of an individual resource's workload, which can help you to discover who can work additional hours on a task. You can review information about one underallocated resource at a time in the Resource Graph view.

You can see the amount of available work by time period. In the Format tab, click the Graph dropdown menu, and then select Work Availability.

For the selected resource, review the amount of available work shown in the bar chart. Scroll through the timescale to see underallocations during varying periods of time. In resource sheets, the indicator field for overallocated resources also includes the Resource leveling indicator , which indicates that the resource be leveled. Summary resource assignments are only shown if you are connected to Microsoft Office Project Server and if you have an enterprise project open.

Tip: You can zoom in on the time period shown in the timescale for example, you can change the view from days to hours by clicking Zoom In. Likewise, you can zoom out from the time period for example, you can change the view from days to weeks by clicking Zoom Out.

In the view, click Filter , and then click Overallocated Resources. To see the full list of resources again, click Filter , and then click All Resources. Also, in the Resource Sheet and Resource Usage views, an indicator appears in the indicator field, indicating that overallocated resources be leveled.

In the Order box, click Ascending or Descending. To create a nested grouping of peak units, click the Then by box, and then click Peak Units. To save this grouping, click Save. Supply a name for the grouping, and if you want the grouping to show in the Group by menu, select the Show in menu check box. Click OK to close the Save Group dialog box. To see resources listed in their original order in the Group by box, click No Group.

   

 

- ms project - how to show resources on a calendar? - Stack Overflow



   

The maximum units value specifies how much of this resource is available for this project — for example, part-time or multiples. You can use maximum units to specify multiple availability of a resource designation. For example, suppose you have a resource named Engineers , a single resource that represents three individual engineers on your team.

You can schedule all three engineers for full-time work at one time without the Engineers resource being overallocated. To create a budget resource, select the resource, right-click the resource name, and then choose Information.

Select the Budget check box. In the Build Team from Enterprise dialog box, in the Existing filters box, select the filter that you want to apply. The filtered list of enterprise resources is displayed in the Enterprise Resource column. Any resources already assigned to your project team are listed in the Project Resource column. To search for resources who are available to work a specific number of hours during a particular time range, select the Available to work check box.

Enter the amount of time a resource needs to be available to work, and then select the date range by using the From and To boxes. In the Enterprise Resource column, select the enterprise resource that you want to add to your project, and then choose Add. To select multiple resources, hold down CTRL while you select each resource. To find enterprise resources that match the skills and other attributes of one of your team's existing resources, select the resource that you want to match under Project Resource , and then choose Match.

To replace an existing resource with an enterprise resource, in the Project Resource column, select the resource or generic resource that you want to replace. Under Enterprise Resource , select the new enterprise resource, and then choose Replace. When you replace a resource, the replaced resource is not removed if they have completed any actual work. The replacement resource is assigned the remaining work. To add a proposed resource to the project team, in the Book column, choose Proposed.

Adding an enterprise resource to your project allows you only to assign the resource to a task on your project. You cannot make changes to the attributes of enterprise resources, such as pay rates or availability.

If you want to add resources to the list of available enterprise resources, you must import the resources. If there are more than 1, enterprise resources, you can filter the list of resources by using enterprise outline codes. Outline codes are defined based upon the requirements of your organization. In the Build Team dialog box, choose to expand Customize filters. Choose Apply filter to apply the filter settings to the list of enterprise resources. In the Enterprise Resource column, select the generic resource that you want to add to your project, and then choose Add.

In Project , select Resource Sheet on the View menu. In the Resource Name column, type a name for the generic resource, such as "carpenter. Right-click the resource name, and choose Information. In the Resource Information dialog box, select the General tab, and then select the Generic check box.

On the Custom Fields tab, under Custom Fields , enter values for any fields that are required for this generic resource. Because these custom fields are unique to each organization, see your administrator for answers to any questions about their use. Note: You can add any generic resource to the list of enterprise resources. You might have to specify other attributes for the resource, such as calendars and skill sets, depending upon the requirements of your organization.

Build Team Using the Build Team feature, you can search for enterprise resources that have the required skills to complete the tasks in your project. Resource plan During project initiation, before a detailed project plan with tasks and assignments has been prepared, you can use a resource plan to represent the resource requirements for the project at a high level. This is helpful when you need to advise the resource managers and department managers of upcoming work, but you do not know the specific tasks or resources that will make up the project plan.

Note: You can create and view resource plans only by using Project Web Access. The resource plans are not visible in Project Professional, and the plans do not limit the resource availability within Project. Add resources to a project by using Build Team. Create a resource plan for a project proposal. Select the row for the project that you want to build a team for, and then choose Build Team. On the Build Team page, a list of resources on the left shows all the resources that you have permission to see within the resource breakdown structure code for your organization.

The list on the right shows the resources that are already assigned in your project. Select the resources on the left that you want to assign to the project, and then choose Add. Select the resource by selecting the check box next to the resource. To create a list on the left that contains only those resources that have skills that match a resource on the right, select the resource on the right, and then choose Match.

Finding resources in this way is particularly helpful when you have generic resources in your project and you want to find real resources people with the same skills to replace the generic resources. If you want to replace the resource on the right with the resource on the left, select both the resource on the left and the resource on the right, and then choose Replace. If the resource has actual work values recorded for tasks, that resource cannot be used in the project.

Under Booking Type , select Committed if you want to commit the resource to the project, or select Proposed if you do not yet have authorization to commit the resource to the project. Tip: To see a graph showing the availability of the selected resources before you add them to your schedule, select the resources on the left, and then choose Graph. You can also create a filter to see only a subset of resources on the Build Team page:. Choose View Options , and then choose Filter.

Select a field in the Field Name list and a test in the Test list. In the Value list, select a value to test for, or set a range of values by typing two values separated by a comma ,.

To test whether the filter will return valid results before you apply it to your resources, choose Validate Filters. Note: Project managers may not be able to view and assign all resources in their organization. See your server administrator if you need permission to build a team. Select the project for which you want to create a resource plan, and then choose Resource Plan. Choose View Options. You do not need to track every piece of equipment that will be used in your project, but you might want to set up equipment resources when.

Multiple teams or people might need a piece of equipment to accomplish different tasks simultaneously, and the equipment might be overbooked.

Project can help you make smarter decisions about managing work resources and monitoring financial costs. In the File name box, type Simple Resources , and then click Save. You can instruct Project to automatically save the active project plan at predefined intervals, such as every 10 minutes.

On the File tab, click Options. In the Project Options dialog box, click Save, select the Auto Save Every check box, and then specify the time interval you want. You will use the Resource Sheet view to enter the initial list of resources for the new book launch project. On the next empty rows in the Resource Name column, enter the following names:. These are all individual people.

You can also have a resource that represents multiple people. In the Resource Name field, below the last resource, type Copyeditors , and then press Enter.

In Project, work resource names can refer to specific people Sharon Salavaria or to specific job titles, such as Publisher or Contract Specialist. Use whatever naming convention makes the most sense to you and to those who will see your project plan information.

The important questions are: who will see these resource names, and how will they identify the resources? The resource names that you choose will appear both in Project and in any resource information shared from Project.

For example, in the default Gantt Chart view, the name of the resource appears next to the bars of the tasks to which that resource is assigned. A resource might refer to somebody who is already on staff or to a position to be filled later.

In that case, use descriptive placeholder names or job titles when setting up resources in Project. Microsoft Project Step by Step. Sign in. Your cart. In this chapter from Microsoft Project Step by Step , you will set up work and cost resources. In this chapter, you will learn how to: Set up basic resource information for the people who work on projects. Adjust the maximum capacity of a resource to do work. Set up cost information for work resources.

Enter cost resource information for financial tracking. Record additional information about a resource in a note. Important If you are running Project Professional, you may need to make a one-time setting change.

Equipment Resource Considerations In Project, you set up people and equipment resources in exactly the same way; they are both examples of work resources.



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