Microsoft project 2010 resource availability free

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
If a resource is taking vacation time that you’d like to account for in your scheduling, you can add it to the resource’s calendar. Description The Available From field shows the starting date that a resource is available for work at the units specified for the current time period. Best Uses.
 
 

 

Microsoft project 2010 resource availability free

 

When starting to plan the development of a new project, one important task for the project manager is to identify the roles and responsibilities required to deliver the project based upon the agreed scope. You also will need to have a clear understanding of the availability of the resources that play roles throughout the project lifecycle. Navigate to the Resource Sheet view.

Then double-click the resource Walt Nickel to display the Resource Information dialog. Look at the Resource Availability area. Change his availability as follows:.

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. When using this approach, instead of informing you that the resource is over-allocated, Project will move the tasks along and assign them to the next date when the resource is available to work. Then, double-click the resource Nate Auchter to see the Resource Information dialog. Click the Change Working Time button. In the Change Working Time dialog, create an exception to Nate based on his vacation, as follows:.

However, sometimes it can be hard to understand where the changes have been made and how they impact the schedule. Have another approach for handling resource availability? Share your ideas with the MPUG community in the comments below. A version of this article first appeared on the Sensei Project Solutions blog.

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. You May Also Like. Understanding Earned Value Fields. Customer Reviews. The first approach is very creative. Nice article. Here is another approach. If you need more visibility of resources with non-working days, try this. From the Gantt Chart View, right Click. Then from choices, select Highlight Color, Pattern, and most important, Resource Calendar of your target.

You have a nice visual of days this resource is off work. Thanks, Viplav. I hope this helps. Did something in Project recently change this logic?

Good intro to resource management in MSP. Leave a Reply Cancel Reply Your email address will not be published. Sign In. Lost Password. Lost Password Please enter your username or email address.

 
 

Microsoft project 2010 resource availability free

 
 

Customer Reviews. The first approach is very creative. Nice article. Here is another approach. If you need more visibility of resources with non-working days, try this. From the Gantt Chart View, right Click. Then from choices, select Highlight Color, Pattern, and most important, Resource Calendar of your target.

You have a nice visual of days this resource is off work. Thanks, Viplav. I hope this helps. Did something in Project recently change this logic? Good intro to resource management in MSP. In this chapter you will set up work and cost resources.

In this chapter, you will set up the work and cost resources that you need to complete the new book launch at Lucerne Publishing. Effective resource management is one of the most powerful advantages of using Project instead of task-focused planning tools, such as paper-based organizers.

You do not need to set up resources and assign them to tasks in Project; however, without this information, you might be less effective in managing your schedule. Setting up resource information in Project takes a little effort, but the time is well spent if your project is primarily driven by time or cost constraints and nearly all projects are driven by one, if not both, of these factors.

If you are running Project Professional, you may need to make a one-time setting change. This helps ensure that the practice files you work with in this chapter do not affect your Project Server data. Work resources are the people and equipment that do the work of the project.

Project focuses on two aspects of work resources: their availability and their costs. Availability determines when specific resources can work on tasks and how much work they can perform, and costs refer to how much money will be required to pay for those resources.

Groups of people who have common skills. When assigning such interchangeable resources to a task, you might not be concerned about who the individual resource is so long as they have the right skills. In Project, you set up people and equipment resources in exactly the same way; they are both examples of work resources.

However, you should be aware of important differences in how you can schedule these two work resources. Most people resources have a working day of typically 8 and usually no more than 12 hours, but equipment resources might have much more varied capacities for work, ranging from short durations followed by maintenance to around the clock without interruption.

Review availability for enterprise resources by using Project Online. Use a graph to view individual workloads. View a list of resources who are overallocated.

Group resources who are overallocated. Find resources who have available time. Review the resource names and their assigned tasks in the table portion of the Resource Usage view. Review the timescale portion of the view to see how work is allocated over the selected time period. In many resource views, including the Resource Usage view, overallocated resources are shown in red.

An overallocation occurs whenever a resource’s maximum units have been exceeded for any period of time. In resource sheets, the indicator field for overallocated resources also includes the Resource leveling indicator, which indicates that the resource be leveled. Check for the indicator, and review the task assignments to assess whether the overallocation is acceptable. For example, suppose that two tasks have a duration of four hours, and that they both start and finish at the same times.

If you assign both tasks to Bob, he is technically overallocated, because during that four-hour span of the two tasks, Bob is working at percent. However, if leveling is set to a day-by-day basis, Bob does not need to be leveled, because during the whole day he doesn’t exceed his total eight-hour capacity to work.

Note: Along with resource assignments for tasks in the currently opened project, the Resource Usage view also displays summary resource assignments. Summary resource assignments indicate the total amount of work a resource is assigned to in all other projects.

Summary resource assignments are only shown if you are connected to Microsoft Project Server and if you have an enterprise project open. If you don’t want summary assignment rows to affect the totals shown in the Resource Usage view, you can select the summary assignment rows and then press DELETE.

You can also display and modify the Resource Usage view to see all of the resource assignments and their percentages of work allocation in a timesheet. This view shows all assignments by resource, and shows how fully these resources are allocated to assigned tasks over time. In the Available fields list, click Percent Allocation , and then click Show. Review the timescale portion of the view. In addition, the timescale portion of the view shows both the resource’s overallocated work and its allocation percentage in red, making it possible for you to pinpoint exactly when the resource becomes overallocated.

Likewise, you can zoom out from the time period for example, you can change the view from days to weeks by clicking Zoom Out -. To find overallocated or underallocated resources either within a project or across projects, you can access Project Online and view a graph and table of resource availability.

Select the resource or resources whose availability information you want to view by selecting the check box next to their name and then in the Resources tab, click Capacity Planning in the Navigate section. To select adjacent resources in the list, hold down SHIFT while you click the first and then the last resource.

To select nonadjacent resources, hold down CTRL while you click each resource. In the Views section of the Availability tab, select a resource view. To display assignment work grouped first by resources and then by the projects that the resource appears in, select Work by Resource. Add enterprise resources to your project Project Professional only. Add generic enterprise resources to your project Project Professional only.

Add non-enterprise generic resources to your project Project Professional only. In the Resource Name field, type a job title, material, or generic resource name.

If you want to designate resource groups, then in the Group field for the resource name, type the name of the group. To specify that this resource is a work resource, in the Type field, select Work.

To specify that this resource is a material resource, in the Type field, select Material. In the Material Label field, type the label for example, yards , tons , or boxes for the resource. 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.