Hi,

This is Repost of my two old Posts, and I am doing that because it has to be explained again, since I am in the “ASSIGNING RESOURCE” posts, and it should be mentioned again!

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!

Now, I will show what you should pay attention to when you adjust assignments and reschedule your tasks in the project.

First I will add four tasks to my project and they will be in automatic scheduled mode, and I will schedule them:

I will add 3 resources through 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 scheduled.

I will assign John to the Task 1 and Task 4, Paul to the Task 2, and Mary to Task 3. I will do it using drag and drop function:

And I will get:

You can see that those Tasks are assigned and scheduled. Now I will drag and drop Task 1 and put it as John’s unscheduled task, and I will get a warning:

That means that I will actually delete the work of Task 1 since it is no more scheduled.

The same will happen if I move any scheduled task to the unassigned and unscheduled area (for example, Task 2):

Now I will reassign John to Task 1 and Task 4, Paul to Task 2, and Mary to Task 3. And again I will get:

I want to reassign Task 4 to Mary, and I want the Task 4 to begin on 12.05.2011. First I will drag Task 4 and move it to Mary on 12.05.2011. I will get:

Now I will release the mouse button, and I will get:

You can see that MS PROJECT did not allow me to reschedule Task 4. It only allows me to move the Task from John to Mary, but not to reschedule it EARLIER. If I had tried to move Task 4 from 19.05.2011 to, for example, 20.05.2011, MS PROJECT would have allowed me to do that.

Now, the Task 4 is assigned to Mary, and the start date is 19.05.2011. Now I will try to move it to 12.05.2011, again. I will get:

As you can see, I cannot move (or reschedule) this task to an earlier date without breaking the link. After I click the OK button I will get:

Task 4 stays scheduled as it was.

So, the Team Planner View is very powerful, but you must use it with caution.

See you,