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Establishing Resources

Establishing Resources. Lesson 2. Skills Matrix. Skills Matrix. Skills Matrix. Microsoft Project’s Resource Sheet View. Software Orientation. Establishing People Resources. Establish Individual People Resources. Click Resources on the Project Guide toolbar.

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Establishing Resources

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  1. Establishing Resources Lesson 2

  2. Skills Matrix

  3. Skills Matrix

  4. Skills Matrix

  5. Microsoft Project’s Resource Sheet View Software Orientation

  6. Establishing People Resources Establish Individual People Resources Click Resources on the Project Guide toolbar Click the Specify people and equipment for the project link Select Enter resource manually Enter resources in the Resource Name column

  7. Establishing People Resources Establish Individual People Resources (cont.) • Enter resources in the Resource Name column • Click Done in the Specify Resources pane when finished

  8. Establish a Resource that Represents Multiple People Click View Click Resource Sheet Key the new group resource into the Resource Name column Key the maximum units for the new resource in the Max. Units field Establishing People Resources

  9. Establish a Resource that Represents Multiple People (cont.) • A group resource represents a group of people doing the same job Max. Units indicates the number of individual resources available “Sound Technician” is the new group resource Establishing People Resources

  10. Establish Equipment Resources • Select the next empty cell in the Resource name column • Click Project • Click Resource Information • Click General Click the General tab in the Resource Information dialog box Establishing Equipment Resources

  11. Establishing Equipment Resources Establish Equipment Resources (cont.) • Also activate the Resource Information dialog box by • Double-clicking a resource name • Double-clicking an empty cell in the Resource Name column • Clicking the Resource Information button on the Standard toolbar Resource Information button

  12. Establish Equipment Resources (cont.) • Key the equipment resource name • Select Work as the resource Type • Click OK Key the equipment resource name Select Work as the resource Type Establishing Equipment Resources

  13. Establish Equipment Resources (cont.) • Adjust Max. Units for the equipment resource, if necessary • Continue to enter equipment resources as needed Adjust Max. Units for equipment resources Establishing Equipment Resources

  14. Establish Material Resources Select the next empty cell in the Resource Name column Key the material resource name Select Material in the Typefield Key the material label in the Material Label field Establishing Material Resources

  15. Establishing Material Resources Establish Material Resources (cont.) The material label is the unit of measure used to track consumption Resource type material label

  16. Establish Cost Resources Select the next empty cell in the Resource Name column Key the cost resource name Select Cost in the Typefield Establishing Cost Resources

  17. Establish Cost Resources (cont.) A cost resource doesn’t depend on the amount of work on a task or the duration of a task Resource type Establishing Cost Resources

  18. Enter Resource Cost Information • Select the Std. Rate field for the desired resource • Key the rate (hourly, daily, weekly, monthly) • Press Enter Hourly rate for Scott Seely Establishing Resource Pay Rates

  19. Enter Resource Cost Information (cont.) Resource rates entered by hour, day, week, or month For a material resource, the standard rate is per unit of consumption Establishing Resource Pay Rates

  20. Establish Nonworking Times for an Individual Work Resource Click Tools on the menu bar Click Change Working Times The Change Working Times dialog box is activated Adjusting Resource Working Times

  21. Establish Nonworking Times for an Individual Work Resource (cont.) • Select the desired resource in the For calendar box • Select the desired exception dates on the calendar Resource selected in the For calendar box Exception dates selected on calendar Adjusting Resource Working Times

  22. Establish Nonworking Times for an Individual Work Resource (cont.) • Key description of the exception time into the Name field • Click the Start field • Selected exception dates appear automatically Exception start and finish dates Description of exception time Adjusting Resource Working Times

  23. Establish a Specific Work Schedule for a Resource Click Tools on the menu bar Click Change Working Times The Change Working Times dialog box is activated Adjusting Resource Working Times

  24. Establish a Specific Work Schedule for a Resource (cont.) • Select the desired resource in the For calendar box • Scroll the calendar to the desired month Calendar scrolled to desired month Resource selected in the For calendar box Adjusting Resource Working Times

  25. Establish a Specific Work Schedule for a Resource (cont.) • Click the Work Weeks tab • Click the Details button • The Details dialog box is activated Details button Work Weeks tab Adjusting Resource Working Times

  26. Establish a Specific Work Schedule for a Resource (cont.) • Select desired days in the Select day(s) box • Click the Set day(s) to these specific working times button • Key in working times • Press Enter Key in the beginning and ending working times Adjusting Resource Working Times

  27. Establish a Specific Work Schedule for a Resource (cont.) • Select the desired days in the Select day(s) box • Click the Set days to nonworking time button • Click OK Adjusting Resource Working Times

  28. Establish a Specific Work Schedule for a Resource (cont.) Name of resource calendar Modified working hours Fridays are “grayed out” to indicate nonworking days Adjusting Resource Working Times

  29. Attach a Note to a Resource • Attach additional information about a resource by attaching a note • A resource note provides details regarding how and why a resource is scheduled the way that it is • Use the Resource Notes button to add a resource note Resource Notes button Adding Resource Notes

  30. Attach a Note to a Resource (cont.) • Click the Resource Notes button on the Standard toolbar • Key desired information in the Notes box • Click OK Resource name indicates to which resource the note will be attached Adding Resource Notes

  31. Attach a Note to a Resource (cont.) • A note icon appears in the Indicators column • Point to the icon to see the note in a ScreenTip • Double-click the icon to display the full text of the note Adding Resource Notes

  32. You Learned How to • Establish people resources • Establish equipment resources • Establish material resources • Establish cost resources Summary

  33. You Learned How to (cont.) • Establish resource pay rates • Adjust resource working times • Add resource notes Summary

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