The objective of this exercise is to learn how to assign resources to tasks using the following methods:
Resource Names column
Assign Resource dialog box
Task Form
Team Planner view
We will start with the Resource Names column.
1. Move the Resource Names column to the right of the Finish column, so it’s easier to read
2. In the View tab ribbon, in the Timescale field, select Days so it is easier to observe small changes 3. Click on the blank cell in the Resource Names
column of the Prepare Site task and click on the arrow that appears
4. Select Boris Ivanov and press Enter
5. In the Microsoft Project dialog box, click OK Why does Microsoft Project need to adjust the duration of the task? Enter your answer here:
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The Resource Names column allows you to enter resource names, but it is recommended to select resources from the drop-down menu to ensure we don’t enter same resource twice with a different spelling.
We can also assign resources using the Assign Resources dialog box.
6. In the Resource tab ribbon, click on Assign Resources
7. Select the Set Forms task in the table behind the dialog box and note how the dialog remains visible 8. In the Assign Resources dialog, select Imamu
Bello and enter 25% in the Units column to indicate that we will assign Imamu part time
9. Click Assign and you will see the part-time assignment along with the calculated cost 10. Click Close
Now let’s assign resources using the Task Form.
11. In the View tab ribbon, check Details
12. Select the Pour Concrete task in the Gantt Chart view
13. In the Task Form view (lower half of the screen), click on the first blank row in the Resource Name column, click on the arrow that appears, select Carlos Chavez, and click OK
14. In the lower half of the screen, in the next blank row below Carlos, select Concrete, enter 50 in the Units column, which means 50 bags of concrete, and click OK
15. In the View ribbon, deselect Details
Why is Carlos assigned at 50%? Enter your answer here:
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You can also assign resources using a feature of Project 2013 – the Team Planner. The Team Planner is a view like the Gantt Chart view, but it is interactive in terms of assigning resources, leveling resources, and viewing resource specific non-working time, which you could never see that easily in the past.
We will first temporarily set the project status date prior to the start of the project to ensure that the tasks do not appear as late (black task bars) in the Team Planner view, which would have been the case if you take this course after the project finish (September 2012).
16. In the Project tab ribbon, click on the date below Status Date, and in the Status Date dialog box, in the Select Date field, enter or select Sun 7/1/12 17. In the Resource tab ribbon, click on the upper half of
the Team Planner command
18. In the View tab ribbon, in the Timescale field, select Days
19. Scroll to the first week of July 2012, using the horizontal scroll bar to the bottom of your screen, 20. Move the horizontal splitter bar upwards to
approximately half of your screen height (but do not hide the resource names)
21. Right click on the Build Frame on Ground task bar in the lower half of the screen, point to Reassign To, and click Winny Nguyen
22. Expand all summary tasks including the Status Meeting summary task
Note how all status meetings have a task constraint highlighted with a calendar icon in the Indicator column.
This means that the dates are fixed and will not change based on resource availability. We can also assign all resources to all status meetings. This can be done by assigning the resources to the summary task. Normally it is not recommended assigning resources to a summary task, since it creates duplicate assignments, but in the case of recurring tasks, the assignments are
automatically moved to the individual meetings.
23. Click on the Status Meeting summary task
24. In the Resource tab ribbon, click Assign Resources 25. Select all work resources (so do not select Concrete)
and click Assign
26. Close the Assign Resources dialog box and notice how the resources are assigned to each status meeting instead of the summary task
You can decide whether it is desired to assign resources to status meetings in your schedule as it introduces more detail than you may need (more work to maintain). For simplicity of the remaining exercises let’s undo the resource assignment to the status meetings.
27. Click Undo
28. Assign the remaining tasks using the Resource Names column as follows (one resource per task, without changing the units)
Finish Surface Winny Nguyen Set Up Frame Boris Ivanov Install Exterior Carlos Chavez Install Interior Imamu Bello Lift Frame on Walls Boris Ivanov Finish Roof Carlos Chavez Oversight Mary James
At this stage you may select to compare your work to Exercises 31 file. You may decide to continue with this file to do the rest of the exercises.