Setting Up Resources in MS PROJECT 2010– the story begins! How to import Resources from the Address book, and from the Excel template

 

Hi,

in my last blog post I was finished the Scheduling! In my next posts, I will temporary forget my “Wedding Project”, and I will start to explain how to set up, and manage the Resources in MS PROJECT 2010. It is very important part of MS PROJECT in many ways. If you ever had a problems with resources in your MS PROJECT 2010, you should read those posts very carefully!

You can enter your resources in many ways. The best way is through Resource sheet!

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Before I start with explanation what each row means, I will show you how can you export your resources from your E-mail address book, and from excel.

If you have your resources in your address book, you do not have to retype them in the Resource sheet. Instead of that, just open the Resource sheet, and click on the Resource Tab, then click on the Add Recourses, and then on the Address Book:

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and you will get:

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After you select and Add your resources, click on the OK button and you will get:

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They are here! It is easy isn’t it? You should fill other fields like Max units, Std. Rate, etc., but it is easier that retype the whole story!

What are the other fields, and what do they mean? You will find out if you will continue to read my next posts!

If you import Resources from excel template, first you should give that template to someone who will fill it! It can be HR department, or someone who is responsible for managing Resources for your Project.

To get the Template you should follow this steps:

Start excel and then choose:

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and then:

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When you Double click on this template you will get:

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and you will get sheet in which you can enter your resources, like I will do in my example:

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Of course, you can fill the other fields Smile

Now you should save this excel template:

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and You will get:

image

Now, you can close your excel file, and go back to your Project file.

On the File Tab, click Open:

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And you will get:

image

Now choose your file:

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and you will get:

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and then:

image

 

Because I have already imported some resources from my E-mail book, I will Append those Resources from my Excel file to the existing resources:

 image

And I will get:

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After that you will get “next” screen. If you did not change the layout of your excel template and layout of Resource sheet n MS PROJECT 2010, you should click on the Finish button:

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and, finally you will get:

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That was the easier part of Managing Resources. Next time, we are going to some “serious” business.

 

Until then,

 

Best regards!

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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)!
This entry was posted in MICROSOFT PROJECT, MS PROJECT 2010, PMI, PRoject Management and tagged , , , , . Bookmark the permalink.

5 Responses to Setting Up Resources in MS PROJECT 2010– the story begins! How to import Resources from the Address book, and from the Excel template

  1. v. nikolic says:

    I didn’t have that template either, however, if you just “save as excel template”, you can follow on from there. Nenad, thank you so much for this blog. I was new to Project Professional 2010, and your blog has been a tremendous help! Hvala vam puno!

  2. Ephraim Asifa says:

    Hi Nenad,

    Thanks for your great article.
    I am using MS 2010 and I tried to access the MS Project Template in excel but it wasn’t there.
    Can you help?

    Thanks.

  3. Van Schaunaman says:

    There are some fascinating time limits in this article but I don?t know if I see all of them middle to heart. There’s some validity however I will take hold opinion till I look into it further. Good article , thanks and we want more! Added to FeedBurner as nicely

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