Resource Management with Microsoft Project Professional 2010
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1 Resource Management with Microsoft Project Professional 2010 Greg Bailey Founder & CEO SharkPro Software 1 Copyright 2011 SharkPro Software Corporation
2 Microsoft Project 2010 (PRO) Resource Management Tips & Tricks In this session, we ll show you how the new features in Microsoft Project 2010 Professional can help you with managing resources, faster and easier than ever before! Managing Resources Making Assignments Using the Team Planner View 2 Copyright 2011 SharkPro Software Corporation
3 Resource Tab Managing Resources View Section: Select the View needed to Display Resource Info Assignment Section: Assign Resources, Use the Resource Pool Insert Section: Insert a New Resource Properties Section: Splits the View to Display the Resource Form Level Section: Level for Selected Resource or Entire Project 3 Copyright 2011 SharkPro Software Corporation
4 Defining Project Resources Project Resources Work Materials Cost People Equipment Budget Expenses Generic Named 4 Copyright 2011 SharkPro Software Corporation
5 Creating Work, Generic and Material Resources Work Resource Work Resource Work Resource Column Value Column Value Column Value Resource Name Greg Bailey Resource Name Sales Associates Resource Name Sales Brochures Type Work Type Work Type Material Material Label Material Label Material Label Set of 100 Initials GB Initials GB Initials SB Group Sales Group Sales Group Supplies Max. Units 120% Max. Units 900% Max. Units Std. Rate $75.00/h Std. Rate $50.00/h Std. Rate $35.00/h Ovt. Rate $100.00/h Ovt. Rate $75.00/h Ovt. Rate Cost/Use $0.00 Cost/Use $0.00 Cost/Use $0.00 Accrue At Prorated Accrue At Prorated Accrue At Prorated Base Calendar Standard Base Calendar Standard Base Calendar Code S100 Code S200 Code S300 5 Copyright 2011 SharkPro Software Corporation
6 Entering Custom Resource Information 6 Copyright 2011 SharkPro Software Corporation
7 Sorting Resources in the Resource View 7 Copyright 2011 SharkPro Software Corporation
8 Inserting New Resources in Resource Sheet 8 Copyright 2011 SharkPro Software Corporation
9 Understanding Assignments Who does what, when, and how much on a task Project Task Views TaskTables Task Filters Task Groups Tasks Resources Resource Views Resource Tables Resource Filters Resource Groups Assignments Task Usage View Resource Usage View Microsoft Project Data Model 9 Copyright 2011 SharkPro Software Corporation
10 Using the Task Entry View 10 Copyright 2011 SharkPro Software Corporation
11 Using the Assign Resources Dialog 11 Copyright 2011 SharkPro Software Corporation
12 Understanding the Duration Equation Duration Equation Duration = Work + Hours Per Day X Units Work = Duration X Hours Per Day X Units Units = Work + / (Duration X Hours Per Day 12 Copyright 2011 SharkPro Software Corporation
13 Project Options dialog, Schedule tab 13 Copyright 2011 SharkPro Software Corporation
14 Setting the Cost Rate Table 14 Copyright 2011 SharkPro Software Corporation
15 Assigning Material Resources 15 Copyright 2011 SharkPro Software Corporation
16 Assigning Cost Resources 16 Copyright 2011 SharkPro Software Corporation
17 Using Effort Driven Scheduling Then there's effort-driven scheduling, which means the effort -- that is, a task's total work -- stays the same. You usually add resources to a task to shorten its duration, which is why Project turns on the "Effort driven check box for every new task. The work stays the same and with more resources pitching in, the task finishes in a shorter duration. If resources disappear, a task will take longer for the remaining resources to finish. Task type Effort-driven scheduling on Effort-driven scheduling off Fixed units Shortens duration Increases total work, keeping units and duration the same. Fixed duration Decreases resource units Increases total work, keeping the units and duration the same. Fixed work Shortens duration No change. Fixed work is the same as effort-driven scheduling turned on. 17 Copyright 2011 SharkPro Software Corporation
18 Replacing Resources Assigned to Tasks 18 Copyright 2011 SharkPro Software Corporation
19 Team Planner View The Team Planner view lets you visualize resource assignments Allows creating and editing assignments by simple dragging and dropping Allows easy identification and correction of resource problems in your schedule. For example, over-allocations or unassigned tasks Removes much of the pain from manually leveling resource loads 19 Copyright 2011 SharkPro Software Corporation
20 Split the View for better control 20 Copyright 2011 SharkPro Software Corporation
21 21 Copyright 2011 SharkPro Software Corporation
22 Projects and budgets eating you alive? if you would like : a copy of this presentation a live demo of SharkPro Projects for your team a fixed-price quote for SharkPro Projects deployment Visit our website at 22 Copyright 2011 SharkPro Software Corporation
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