03 setting-up resources

MS Project SchedulingSimple Scheduling

Setting up Resources : (Part 3)

Soe Naing WinEmail: snw1975@gmail.com

In this chapter, you will learn how to: Set up basic resource information for the people who

work on projects. Adjust the maximum capacity of a resource to do work. Set up cost information for work resources. Change a resource’s availability for work. Enter cost resource information for financial tracking. Record additional information about a resource in a note.

Setting-up Resources

Setting-up Resources

Three types of resources.

Work resources include the people and equipment needed to

complete the tasks in a project.

Cost resources represent a financial cost associated with a task

that you need to account for. Examples include categories of

expenses like travel, entertainment, and so on.

Material resources are consumables that you use up as the

project proceeds. For example, a construction project might need

to track steel or concrete as it is used throughout the project.

Setting-up Resources

On the View tab, in the Resource Views group, click Resource Sheet.

Setting-up Resources

Setting-up Resources

S/N Work Resources Std rate/hr

Ovt rate/hr

1 Supervisor 50 75

2 Fitter 30 45

3 General worker 10 15

Type resource name

Setting-up Resources

The Max. Units field represents the maximum capacity of a resource to accomplish any task. Specifying that a resource has 100% maximum units means that 100 percent of that resource’s working time is available to work on assigned tasks in the project plan.

Project will alert you if you assign the resource to more tasks than they can accomplish at 100% maximum units (in other words, if the resource becomes overallocated ). 100% is the default Max. Units value for new resources

Entering Resource Capacity

If Units = 50% & Work = 1 day Duration = 2 days If Units = 100% & Work = 5 days Duration = 5 days If Duration = 3 days & Units = 50% Work = 1.5 days If Duration = 4 days & Work = 1 day Units = 25%

This proportion is always kept consistent by MS Project

Duration, Units and Work proportion

On the Project tab, in the Properties group, click Change Working Time. The Change Working Time dialog box appears.

Entering Resource Pay Rates

Supervisor having Safety Training? Project > Change working time> Select task name

Adjusting Working Time for Individual Resources

Select supervisor

Supervisor having Safety Training? Project > Change working time> Select task name

Adjusting Working Time for Individual Resources

On the Exceptions tab in the Change Working Time dialog box

Adjusting Working Time for Individual Resources

In the Resource Sheet, Resource Name column. Type Transport and press the Tab key. In the Type field, click Cost.

Setting Up Cost Resources

In the Resource Name column, click Supervisor. On the Resource tab, in the Properties group, click the Details button.

Documenting Resources

Click anywhere in the Resource Form. On the Format tab, in the Details group, click Notes.

Documenting Resources