Adjusting Assignments in the Team Planner View

Hi,

I will show you how you can easily adjust assignments and reschedule your tasks in the project.

First I will add four tasks to my project and they will be in manually scheduled mode, and I will not schedule them for the moment:

I will add 3 resources through the Resource sheet (John, Paul, and Mary):

I will now start the Team Planner View:

You can see that John Paul and Mary don’t have any tasks assigned, and that all tasks are unscheduled (because I left them in manually scheduled mode)

I will assign John to the Task 1 , Paul to the Task 2, and Mary to the Task 3. I will get:

You can see that those Tasks are assigned but not scheduled. Now I will drag and drop Task 1 and put it to start on Wednesday 11.05.2011:

and I will get:

You can see that the task is still in manual schedule mode, but it has estimated duration of 1 day.

I will now double click on Task 1 and put 3 day duration in the duration field:

and I will get:

Now John is assigned to the Task 1 and it is scheduled

I will drag and drop Task 2 from Paul to John and put it to start on Wednesday 11.05.2011 as well, and I will change its duration to 3 days (automatic scheduled). After that I will get:

You can see that John appears in a red color, and it means he is “over allocated”. Now I will simply drag and drop Task 2 from John to Paul and I will get:

You can see that John is not “over allocated” anymore.

Now I will double click on Task 4 and I will set 3 duration days (automatic scheduled):

and I will get:

You can see that Task 4 is now scheduled but not assigned.

So, generally you can play with Team Planner View to assign and reassign the Task however you want. You must remember that there are 4 areas in Team Planner View:

Finally, if you move a scheduled task (assigned or unassigned) to unscheduled area (assigned e.g. to someone) or unassigned you will actually delete actual work on that task. I will move Task 2 from assigned (to Paul) and scheduled (from 11.05.2011 to 13.05.2011) to unassigned and unscheduled area and I will get a warning:

And last, but not least, Tem Planner View is available only in MS PROJECT 2010 PROFESSIONAL VERSION!

In my next blog I will make the scenario more complicated because I will make a relationship between the tasks and THEN I will move them around!

See you,

About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!

View all posts by Nenad Trajkovski →