Replacing Resources on partial done Tasks–Microsoft Project 2016

Hi,

I have a question from my Blog reader:

“Hi Nenad and thank you very much for your blog. I have a question for you. Suppose you have a 10d task with a generic resource assigned to it ( total work 80h ). After 5 days you have to track the progress and enter these actuals: work done 48h, remaining again 48h and 2 resources to use in the second week.

What is the best way to manage this situation ?

Thank you”

OK, I will explain this, step by step with MS PROJECT 2016.

first I will create new Project with one single Task, duration = 10 days. As you can see from the question, this Task should last 10 days (2 weeks), so I have to make it Fixed Duration:

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I will create three Resources: Generic Resource, John, and Mary. Notice that Generic Resource will have 200% Max Units (just for example):

image

Now, I will assign Generic Resource to the Task:

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Now I will switch to Task Usage View:

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I will adjust Timescale to weeks, so I can see work per week in the right part of the screen:

image

and:

image

and then:

image

and I will get (notice that I added Actual work to be displayed):

image

Now, due to example, my Generic Resource was working 48 hours at first week:

image

As you can see, when I put 48 hours in Actual Work field, and Work field is changed to 32 (80h of Total work – 48h Actual work = 32h). I will put 48 h in that field so I will get:

image

Now I am going to replace Generic Resource with John, and Mary:

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and:

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I will get:

image

As you can see, because I have two resources now, MS PROJECT calculates 48 hours for John (as a replacement for Generic Resource), and 40 hours for Mary (as a new added resource).

Now, since you know that you need 48 hours to finish that Task, you should assign proper work to each Resource. So, for this example, let’s say that both, John and Mary will 24 hours in the second week to finish that Task:

image

And now I get what I wanted.

It is a little bit complicated, but in a such a specific case, there is no other or “auto” way, to do that.

Hope this helps!

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 2013, MS PROJECT 2016, PMI, PRoject Management and tagged , , , , , . Bookmark the permalink.

1 Response to Replacing Resources on partial done Tasks–Microsoft Project 2016

  1. Gianni says:

    Thank you very much for the clear reply.

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