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Microsoft Project 2010 : Setting Up Resources - Setting Up Work Resources

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12/7/2011 6:00:42 PM
Work resources are the people and equipment that do the work of the project. Project focuses on two aspects of work resources: their availability and their costs. Availability determines when specific resources can work on tasks and how much work they can perform, and costs refer to how much money will be required to pay for those resources.

Some examples of work resources are listed in this table.

Work ResourceExample
Individual people identified by name.Jun Cao; Zac Woodall
Individual people identified by job title or function.Publisher; Contract specialist
Groups of people who have common skills. (When assigning such interchangeable resources to a task, you might not be concerned about who the individual resource is so long as they have the right skills.)Copyeditors; Typesetters
Equipment.Offset lithography press

Equipment Resource Considerations

In Project, you set up people and equipment resources in exactly the same way; they are both examples of work resources. However, you should be aware of important differences in how you can schedule these two work resources. Most people resources have a working day of typically 8 and usually no more than 12 hours, but equipment resources might have much more varied capacities for work, ranging from short durations (followed by maintenance) to around the clock without interruption. Moreover, people resources might be flexible in the tasks they can perform, but equipment resources tend to be more specialized.

You do not need to track every piece of equipment that will be used in your project, but you might want to set up equipment resources when

  • Multiple teams or people might need a piece of equipment to accomplish different tasks simultaneously, and the equipment might be overbooked.

  • You want to plan and track costs associated with the equipment.

Consider these issues if your projects involve equipment resources.


Project can help you make smarter decisions about managing work resources and monitoring financial costs.

In this exercise, you enter the names of several people resources.



  1. On the File tab, click Save As.

    Project displays the Save As dialog box.

  2. In the File name box, type Simple Resources, and then click Save.


    Note:

    You can instruct Project to automatically save the active project plan at predefined intervals, such as every 10 minutes. On the File tab, click Options. In the Project Options dialog box, click Save, select the Auto Save Every check box, and then specify the time interval you want.


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

    You will use the Resource Sheet view to enter the initial list of resources for the new book launch project.

  4. Click the cell directly below the Resource Name column heading.

  5. Type Jun Cao, and press the Enter key.

    Project creates a new resource.

  6. On the next empty rows in the Resource Name column, enter the following names:

    Sharon Salavaria

    Toby Nixon

    Toni Poe

    Zac Woodall

    These are all individual people. You can also have a resource that represents multiple people. You’ll enter such a resource next.

  7. In the Resource Name field, below the last resource, type Copyeditors, and then press Enter.

What Is the Best Way to Enter Resource Names?

In Project, work resource names can refer to specific people (Sharon Salavaria) or to specific job titles, such as Publisher or Contract Specialist. Use whatever naming convention makes the most sense to you and to those who will see your project plan information. The important questions are: who will see these resource names, and how will they identify the resources? The resource names that you choose will appear both in Project and in any resource information shared from Project. For example, in the default Gantt Chart view, the name of the resource appears next to the bars of the tasks to which that resource is assigned.

A resource might refer to somebody who is already on staff or to a position to be filled later. If you have not yet filled all the resource positions required, you might not have real people’s names to enter. In that case, use descriptive placeholder names or job titles when setting up resources in Project.

 
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