Project 2003 Personal Trainer

Lesson Summary

Entering People Resources

To Open Resource Sheet View: Select View To Enter a People Resource: Click in the Resource Name field and enter a name for the resource. Click in the Max. Units field and enter the resource's availability to the project, and then click in the Std. Rate field and enter the pay rate for the resource.

Entering Equipment Resources

To Enter an Equipment Resource: Click in the Resource Name field and enter a name for the resource. Click in the Max. Units field and enter the resource's availability to the project, and then click in the Std. Rate field and enter the cost of the resource.

Entering Material Resources

To Enter a Material Resource: Click in the Resource Name field and enter a name for the resource. Click the Type field list arrow and select Material from the list. Click in the Material Label field and enter the material resource's unit of measurement, and then click in the Std. Rate field and enter the rate for the resource.

Adjusting Individual Resource Working Schedules

To Adjust an Individual Resource Working Schedule: Select the resource and select Project Resource Information button on the Standard toolbar, or press Shift + F2. Edit the working time for the resource in the dialog box.

Using Resource Notes

To Enter a Resource Note: Click the Resource Notes button on the Standard toolbar, or right-click the resource and select Resource Notes.

Understanding Effort-Driven Project Scheduling

Be able to understand the scheduling relationship between tasks and resources in a project.

Assigning Resources to Tasks

To Assign Resources: Make sure you are in Gantt Chart view, and then select a task and click the Assign Resources button on the Standard toolbar. Select the resource you want to assign from the Resource List in the dialog box and click the Assign button. Click the Close button to close the dialog box.

Assigning Additional Resources to Tasks

To Assign Multiple Resources: Select the task and click the Assign Resources button on the Standard toolbar. Select the resources you want to assign from the Resource List in the dialog box and click the Assign button. Click the Close button to close the dialog box.

To Assign Additional Resources: Select the task to which you want to add a resource, and click the Assign Resources button on the Standard toolbar. Select the resource you want to add to the assignment, click the Assign button, and click the Close button when you're finished.

Assigning Material Resources to Tasks

To Assign a Material Resource: Select a task and click the Assign Resources button. Select the material resource(s) for the task and enter how many units of each resource you need. Click the Assign button and click Close.

Quiz

1. What are the two types of resources?

   1. Work and Cost.

   2. Work and Written.

   3. Work and Material.

   4. Oil and Coal.

2. You can't change the working calendar for just one single resource. (True or False?)

3. You should track equipment that (select all that apply):

   1. accumulates cost.

   2. was donated to you by an external resource.

   3. is shared.

   4. is worth more than $10,000.

4. Material resources are:

   1. resources that are made of fabric.

   2. selfish resources.

   3. expensive resources.

   4. the goods needed by work resources in order to complete tasks.

5. Which of the following formulas is Project's Scheduling Formula?

   1. Units x Work = Duration

   2. Duration x Units = Work

   3. Work x Duration = Units

   4. Duration x Work = Units

6. You can't assign more than one resource to a task. (True or False?)

Homework

1. Start Microsoft Project 2003.

2. Navigate to your practice files and open the Homework 3 project.

3. Switch to Resource Sheet view, and add a work resource named "Mom" who works for $0.50 an hour.

4. Select resource #1, select Project Resource Information from the menu, click the Working Time tab, and change the resources working schedule so that Snoogie is only working from 8:00a.m. to 12:00p.m. on January 31, 2003.

5. Give resource #8, "pitcher," a Std. rate of $0.75/hr.

6. Switch back to Gantt Chart view. Select task #20 and assign the work resource "Bill Gates" to it.

7. Select task #13 and assign the material resources "Grade A Sunkist Lemons (10 lbs.)" and "Crystal Refined Sugar (2.5 5-lb. bags)" to the task.

8. Close Homework 3 without saving your changes.

Quiz Answers

1. C. The two types of resources are work and material.

2. False. You can change a single resource's working calendar.

3. A and C. You don't have to track every piece of equipment that is used in a project, but you should keep track of equipment that accumulates cost or is shared.

4. D. Material resources are the goods needed by work resources to complete tasks.

5. B. The correct formula is Duration x Units = Work.

6. False. You can assign more than one resource to a task.