Microsoft project 2010 assign resources free

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Report abuse. Details required :. Cancel Submit. Hi Kevin, 1. If you assign all the resources in one go duration does not change 2. If you can’t do that: For the task you talk about, open Task Information, Advanced tab. There you go. Thanks for your feedback. How satisfied are you with this reply? Thanks for your feedback, it helps us improve the site. In reply to Jan De Messemaeker – Projec I will give it a try! This site in other languages x. To specify that this resource is a cost resource, in the Type field, select Cost.

In the Max. Units field for the resource, type the number of total units that this resource is available for this project. 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.

 
 

 

Microsoft project 2010 assign resources free.MSProject 2010 – Resource Assignments

 
However, a resource could also include anything that is used to complete a project, including equipment and other materials such as cement or web servers. Notes: Adding an enterprise resource to your project allows you only to assign the resource to a task on your project.

 
 

Microsoft project 2010 assign resources free

 
 

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. 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. Once installed, the add-in is available directly within Microsoft Project.

Changes to the project, tasks, and assignments should only be made in Microsoft Project. Any changes made in Replicon will be overwritten during subsequent syncs. When syncing your projects, data from Microsoft Project fields is transferred to fields in Replicon.

The default field mappings are listed below. Each Replicon field can only be mapped to one Microsoft Project field. Additional field mappings can be created to meet your custom requirements. Ask your administrator to contact Replicon for additional mappings. The following fields are copied when transferring a project to Replicon. The person doing the transfer will be set as the Project Manager. The following fields are copied for the tasks included in the project. All tasks are set to allow time entry in Replicon.

If a resource or placeholder is assigned to the project in Microsoft Project, they will be added as a team member in Replicon. Team members are assigned the project rate by default. In addition, all of the resource and placeholder task assignments are copied to Replicon. Resources are only transferred if there is a matching user in Replicon. Placeholders are only transferred if there is a matching Project Role in Replicon. Be sure to spell your resources and placeholders with the same names as the corresponding users and roles in Replicon.

Every project needs both equipment and people to carry out the work. It is important to know the availability and the costs associated with your resources. Individuals can be identified by name, by job title, by specific groups. Typically the equipment is specified by name. To begin to set up a project, you will need to compile a list of those individuals that are assigned to the project. You may have people that are not assigned yet, such as an electrician or plumber.

These names can be entered using the job type or by the work type, and the actual name can be changed later in the project. To start off, be sure to capture all resources, whether they be people, material or cost, and enter the correct payment strategies for each. This information will allow you to pull relevant data from the project to assist with further planning, timelines, budgets and many more areas of project control. Click the cell directly below the Resource Name column heading.

Enter names for the resources in your project. Since resources can also be delegated by groups of individuals, you can use the name of a group instead of calling the resource by a specific first name ie: engineers. Project will keep track of what is required of each resource based on what tasks are assigned to the resource.

You will be alerted when a resources is over assigned tasks within a project. Costs are an important part of many projects.