Assigning Resources to Tasks! Assigning Work Resources to the Tasks

 

From this post I will start with “How to assign different type of resources to the Tasks”.

With assigning work resources to the Task, you are answering the question: “WHO WILL PERFORM THE WORK”. From my previous post you know that is Max units field in Resource sheet:

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What does this figure means?

100% means that John Doe is 100% available for the Project, and Ann Smith is available only 50% for the Project.

Now I will create two Tasks:

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and I will assign Ann Smith to the Read the Article Task:

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and I will get:

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As you can see default units for this task is 50% (the Max units form resource sheet).

I will now assign John Dow to the same task. WATCH OUT! After you have assigned Ann Smith to the Read the Article task, DO NOT CLOSE THE ASSIGN RESOURCES WINDOW! Why? Because, that will mean that you have already finish assignment to the Read the Article Task, and that you want to ASSIGN ADDITIONAL RESOURCE, because you have forgot something. I will explain additional resource assigning in my next posts, but for now DO NOT CLOSE ASSIGN RESOURCES.

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I will now close the Assignment window and I will get:

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I will now open the Resource Usage window:

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As you can see Ann Smith will work 4 hours per day (50%), and John Dow 8 hours per day (100%).

Now I will add same resources to the Task Pain the wall but in the Units field in Assignment window I will say that Ann Smith will work 25%, and John Dow 50%:

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I will open the Resource Usage View again an I will get:

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Ann and John are RED, because they are over allocated, but that is now the Subject of this post. For the Paint the wall Task Ann will work 2 hours per day (because I told that she will work only 25%, instead of 50%, and this half of her capacity), and John will work 4 hours per day (because I told that she will work only 50%, instead of 100%, and this half of his capacity).

Now I will change the Resource Calendar for Ann and John.

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When I do the same thing for the John I will get (in the Resource Usage view):

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Ann Smith will work 2 hours per day for the Read the article Task. Why? Because for that task she has 50% units assigned, and that will be 4 hours if I didn’t say in Resource Calendar that the working time is from 08:00 to 12:00. But, because working time is only 4 hours per day (from 08:00 to 12:00), 50% means 2 hours per day!

For the Paint the wall Task Ann Smith will work 1 hour per day! Why? Because for that task she has 25% units assigned, and that will be 2 hours if I didn’t say in Resource Calendar that the working time is from 08:00 to 12:00. But, because working time is only 4 hours per day (from 08:00 to 12:00), 25% means 1 hour per day!

John Dow will work 4 hours per day for the Read the article Task. Why? Because for that task he has 100% units assigned, and that will be 8 hours if I didn’t say in Resource Calendar that the working time is from 08:00 to 12:00. But, because working time is only 4 hours per day (from 08:00 to 12:00), 100% means 4 hours per day!

For the Paint the wall Task Ann Smith will work 2 hours per day! Why? Because for that task he has 50% units assigned, and that will be 4 hours if I didn’t say in Resource Calendar that the working time is from 08:00 to 12:00. But, because working time is only 4 hours per day (from 08:00 to 12:00), 50% means 1 hours per day!

Is it complicated? Of course it is! Can it be more complicated? Yes it can! Continue to read my next posts and you will have a headache! But you can also find some further interesting information.

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, Microsoft PRoject 2010, MS PROJECT 2010, PMI, PRoject Management and tagged , , , , . Bookmark the permalink.

6 Responses to Assigning Resources to Tasks! Assigning Work Resources to the Tasks

  1. George SINGER says:

    Can I ask what you use to annotate the views?

  2. nes says:

    Thank you very much for such a clear and practical explanation of ms project.

  3. jake dimartino says:

    We’re a bunch of volunteers and starting a new scheme in our community. Your web site provided us with helpful info to paintings on. You’ve performed an impressive job and our whole community will probably be grateful to you.

  4. Zenaida Gravino says:

    You completed a number of nice points there. I did a search on the theme and found nearly all people will consent with your blog.

  5. Palmer Castillon says:

    Keep functioning ,remarkable job!

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