OBJECTIVES
• Set up basic resource information for the people who
work on projects.
• Adjust the maximum capacity of a resource to do work.
• Enter standard and overtime pay rates for work
resources.
• Change a resource’s working and nonworking time.
• Create cost resources or financial tracking.
• Record additional information about a resource in a note
TYPES OF RESOURCES
Microsoft Project supports three (3) types of Resources:
Work Resources: People who complete the tasks in project
Cost Resources: Represent a financial cost associated with a task
(E.g., Travel….)
Material Resources: Consumables used based on the nature of the
project.
ENTERING WORK RESOURCE NAMES
While entering the work resources keep in mind the
following:
1) The cost of the resource
2) Availability (when a resource can work on task and
duration)
Ways of entering the work resources :
- Name
- Job Title or Function
- Group names (developers, content writers, typists…)
HANDS ON
• On the View tab, in the Resource Views group, click
Resource Sheet.
• You will use the Resource Sheet view to enter the
initial list of resources for the new book launch
project.
• Click the cell directly below the Resource Name
column heading.
• Type Sharon and press the Enter key.
CONTD..
In the next empty rows in the Resource Name column, enter
the following names:
-
Mark
-
Toby
-
Martin
-
Zack
Lets enter the resource name that represents multiple
people:
In the cell below ‘Zack’ enter ‘Copy editors’
SETTING RESOURCE’ CAPACITY
Click on the ‘Max. Units’ field of the resources and set their
availability %
Demo:
For the copy editors set the Max Units to 400%
For Sharon, set it to 50%
For Toby, set it to 80%
Leave the rest as defaults.
RESOURCE PAY RATES
In resource sheets, click the Std. Rate field of Sharon, type
42 and press Enter.
Similarly set the following for the rest of the resources.
-
Toby, 2700/W
-
Mark, 55
-
Zack, leave it as 0
-
Copy Editors, 45
SETTING UP COST RESOURCES
Demo:
In the resource sheet view, click the next empty cell below
the last Resource Name entered.
Type Travel and press the Tab Key
In the type field, select Cost
ATTACHING NOTES TO RESOURCES
Why attach notes?
Demo:
• In the Resource Name column, click on Toby.
• On the Resource tab, in the Properties group, click the
Details button.
The Resource Form view appears below the Resource Sheet view
• Click in the Resource Form View
• On the Format tab, in the Details group, Click Notes
• In the notes box, type, Toby worked on launch campaign
for Mark
ASSIGNING RESOURCES TO TASKS
Check the existing plan duration and cost values for later
comparison:
• On the Project tab, in the Properties group, click Project
Information, and then click Statistics.
• Click ‘Close’
CONTD..
•
On the Resource tab, in the Assignments group, click
Assign Resources.
The Assign Resources dialog box appears
•
In the Task Name column in the Gantt Chart view, click the
name of task 2, Assign launch team members.
•
In the Resource Name column in the Assign Resources
dialog box, click Sharon, and then click Assign.
•
Assign different available resources to the remaining tasks
•
Assign 2 resources to one task
•
Review the project information and Statistics again to see
the changes reflected.