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6 - Sixth Session - Assign Resources To Tasks

1) The document discusses assigning work and cost resources to tasks in Microsoft Project. It provides instructions on how to assign resources using the Assign Resources dialog box and details views. 2) It also covers how Project calculates work duration when resources are assigned to tasks and how to control the schedule when adding or removing assignments. 3) Views like the Task Sheet, Resource Sheet, Task Usage view and Resource Usage view are recommended for checking resource assignments, task costs and details grouped by task or resource after resources have been allocated.

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mohandalmohands
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28 views

6 - Sixth Session - Assign Resources To Tasks

1) The document discusses assigning work and cost resources to tasks in Microsoft Project. It provides instructions on how to assign resources using the Assign Resources dialog box and details views. 2) It also covers how Project calculates work duration when resources are assigned to tasks and how to control the schedule when adding or removing assignments. 3) Views like the Task Sheet, Resource Sheet, Task Usage view and Resource Usage view are recommended for checking resource assignments, task costs and details grouped by task or resource after resources have been allocated.

Uploaded by

mohandalmohands
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Sixth Session

Assign resources to
tasks
:We will cover these skills
• Assign work resources to tasks
• Control work when adding or
removing resource assignments
• Assign cost resources to tasks
• Check the plan after assigning
resources
6.1.
6.1.Assign
Assign work
work resources
resources to
to tasks
tasks
 The process of assigning a resource might be called a task
assignment or a resource assignment, depending on the
perspective.
 When you assign a work resource to a task, Project uses the
resource’s assignment units and the task’s duration values to
calculate the resulting work. If the resource has a pay rate, Project
also calculates the resource and task costs for you.

 Project calculates work by using this formula:


Duration × Assignment Units = Work
 Here’s a simple example:
• 40 hours task duration × 100% assignment units = 40 hours of
work
• Here’s a slightly more complicated example. If you assign two
resources to a task that has a three-day duration, the result is:
• 24 hours (that’s three 8-hour days) task duration × 200% (for two
resources) assignment units = 48 hours of total work
Methods
Methods of
of assign
assign resources
resources to
to tasks
tasks
 There are different ways to assign resources.
• The Assign Resources dialog box works well in task-centric views
like the Gantt Chart, Task Sheet, or Task Usage views.
• Another handy view in which you can see assignment details is the
Task Form view.
• Another quick way to assign resources is to use the Resource
Names column in a Gantt Chart view.
To assign a work resource to a task (1/2)

2. On the Resource
tab, in the
1. Click the task Assignments group,
to which you click Assign
want to assign a Resources. The
resource Assign Resources
dialog box opens 3. In the Resource Name column in
the Assign Resources dialog box,
click the
resource or resources you want to
assign, and then click Assign
To assign a work resource to a task (2/2)

1. Click in the Resource


Names column for a task,
and then click the arrow
that
appears. A list of resource
names appears

2. In the list of
resource names, select
the check box for the
resource or resources
you
want to assign to the
selected task, and
then press the Enter
key
To view or edit assignment details in the Task Form view

1. On the View tab, in


the Split View group,
select the Details check
box

2. Click anywhere in the


Task Form view. With
the focus on the Task 3. On the Format
Form, note that tab, in the Details
the label of the Format group, click
tab changes to Task Work. The Work
Form Tools details appear in
the Task Form
6.2.
6.2. Control
Control work
work when
when adding
adding or
or removing
removing resource
resource
assignments
assignments
To change the schedule result when you assign an additional resource to a task

3. Click the Actions button that appears just


to the left of the task name, and then
select the schedule result you want
1. Select a task that
already has a
resource or
resources assigned

2. In the Assign
Resources dialog box,
click the resource you
want, and then click
Assign
6.3.
6.3.Assign
Assign cost
cost resources
resources to
to tasks
tasks
To assign a cost resource to a task

3. In the Assign
Resources dialog box,
click the Cost field for the
cost resource you
want to assign, and then
enter a cost value for that
assignment

2. On the Resource tab,


1. In a task-centric in the Assignments
view that includes a group, click Assign
table, click the task to Resources. The
which you want to Assign Resources
assign a cost resource dialog box opens
6.4.
6.4. Check
Check the
the plan
plan after
after assigning
assigning resources
resources
 After resources have been assigned to tasks in a plan, two common
questions that might come up are,
 “How much will this cost?” and
 “Who’s doing what work, and when?”

First, let’s focus on costs. We’ll switch to a Task Sheet view with the
Cost table displayed.
To check the plan’s costs per task (1/2)

1. On the View tab, in 2. On the View tab, in


the Task Views group, the Data group, click
click Other Views, Tables, and then click
and then click Task Cost. The Cost
Sheet table appears, replacing
the Entry table.
To check the plan’s costs per task (2/2)
To check the plan’s costs per resource (1/2)

1. On the View tab,


in the Resource
Views group, click 2. On the View tab, in
Resource Sheet the Data group, click
Tables, and then click
Cost. The Cost
table appears, replacing
the Entry table.
To check the plan’s costs per resource (2/2)
To see resource assignment and other details grouped by task (1/2)

Project includes many ways of answering the “Who does what, when?”
question. A handy view for this purpose is the Task Usage view with the
Summary table displayed.
To see resource assignment and other details grouped by task (2/2)

2. On the View tab, in


1. On the View tab, the Data group, click
in the Task Views Tables, and then click
group, click Task Summary. The
Usage. The Task Summary table
Usage view appears, replacing the
appears Entry table
To see task assignment and other details grouped by resource (1/2)
To see task assignment and other details grouped by resource (2/2)

1. On the View tab,


in the Resource 2. On the View tab, in
Views group, click the Data group, click
Resource Usage. Tables, and then click
The Summary. The
Resource Usage Summary table
view appears appears, replacing the
Entry table

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