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Forum home » Delegate support and help forum » Microsoft Project Training and help » Resource

Resource

resolvedResolved · Low Priority · Version 2007

replyReply Fri 27 Jan 2012, 17:01Delegate Grant said...

Grant has attended:
Project Intro Intermediate course

Resource

To monitor multiple engineering projects over time should I create a resource sheet for all personnel first and then link this to projects.

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replyReply Mon 30 Jan 2012, 10:28Trainer Andrew said...

RE: Resource

Hi Grant

Welcome to the Forum and thank you for your question. Starting with the Resource Pool first makes things easier. If you populate your resource pool with your team you can connect plans and assign them accordingly.

Where you have plans already running I suggest keeping regular backups and running a test version of the resource pool and projects so you can try out links and check that the plans behave as anticipated once linked. For example you will need to look out for projects that already have resources assigned to them.

The first time you add a stand alone project to the Resource Pool that already have resources the Pool will merge those resources into its master list. It's worth double checking the Resource Pool after each connection. If a resource is called Bill in the stand alone project and William in your resource pool you will end up with two records for one person!

So to recap - back everything up. Set up a test Resource Pool and Test copy of the plan to be connected. Link it to the resource pool and check your assignments - are the correct records assigned to your tasks and are there any additional or duplicated resources that might need removing?

Let me know how you get on or if you have any other questions.

Kind regards,
Andrew

replyReply Thu 9 Feb 2012, 15:40Delegate Grant said...

RE: Resource

My task is to compile stand alone MS projects for all company products. This will involve taking some existing Engineering project plans with resources allocated, but not from a common resource pool, and adding additional department tasks and resource for complete picture.

I have compiled a common resource pool project but how can I allocate these resources to existing projects that already have resource allocated within the project without doubling up. Do I need to make a note of current resource and then remove and re allocate from the common resource pool?

Is there any benefit of consolidated projects.

Mon 6 Feb 2012: Automatically marked as resolved.

 

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Ms project tip:

Set default task type - Project 2010

a. In Project, click on the File tab
b. Select Options from left hand side
c. Click on Schedule to set the scheduling options
d. Set the Default Task type box to your chosen option
i. Generally if you plan/estimate your projects using durations you should use fixed duration, and untick the box New tasks are effort driven, if you plan/estimate with person hours use fixed work, or for plans estimated with the proportion of resources time use fixed units, and untick the box New tasks are effort driven)
e. Click OK to apply your changes

View all MS Project hints and tips


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