Resource project planning in MS Project. Types of resources in Microsoft Project and their ratio in the project. Examples of tasks from which you can get rid of

Below, the information provided is the reference material. You can find out more about this material and its practical application by reviewing the video.

Work with a list of resources in MS Project

Deciding with the needs of resources, you need to add them to the project plan.

The list of resources includes:

Resource name.
The daily volume of time during which the resource can be involved in the task.

Some tasks require that their execution was carried out with more than one resource. For greater convenience, when assigning resources to such tasks, you can create groups of resources. The resource combination also makes more convenient reporting. The resource group may be any combination of individual resources. Usually used to classify resources for control and reporting purposes.

In the MS Project Professional 2013 project management system, the following types of resources are used:

Material. Data type is used for the description of materials or teams involved in the project.
Labor. This type of resource is used to describe the company's employees or equipment.
Expenses. This type of resource can be used to describe contracting organizations involved in the project.

To create a resource list:

In the "Resource Name" field, enter the resource name.
If you want to enable a resource into a group, specify the name of the group in the group "Group". If you want to add several resources to the same group, specify the same group name for several resources.
If necessary, specify the number of available resource units in the Max. Units. "
For material resources, dimension in the field "Units of Materials" is introduced.
Specify the calendar for the project's labor resources. For a labor resource, you can use only one calendar.

Detailed Resource Description in MS Project

For a more detailed description of the resources you need:

Go to the view "Resource List" and go to the "Resource" window.
Become a resource for you and click " Intelligence"Or twice click on the mouse. After that, the "Resource Information" window opens.

In the field "El. Mail "introduced email resource, which is possible to contact the resource.
In the Windows Account field, the user login and the domain name in which the user consists is to synchronize this user with the corporate pool of the company's resources.
The "Backup Type" field establishes the backup type for the resource: dedicated or proposed. If the "Dedicated" backup type is set, after publishing a destination on the server, resources will be sent a list of tasks to which it is assigned in this project. If the "Proposed" backup type is set, the mailing will not be implemented.
In the field "Code:" indicates the resource code for the internal corporate classification.
To set the resource type as a role, set the "Universal" item, after which the "Multiple Persons" icon is displayed in the Resource list.
Pressing the " Change working hours ...»You can change the resource calendar. Read more about creating calendars described in the material " Calendar of the project »
To set the notes to set the "Notes" tab. Description of work with notes is given in the material " Description of project tasks ».

Purpose of costs for resource in MS Project

To assign costs for the resource:

Go to the "Resource List" view.
Select the resource you want to assign a tariff or a lump sum value.
Enter information in the "Standard Rate" field, the "Standing Bet" and "Use Costs".

Table standards costs - This is a set of rates or resource prices, as well as the size of one-time payments for using the resource. Resource costs tables can be used to describe rates and one-time payments in the project. For example, using table standards, you can describe a gradual increase in employee wages as the project is completed. Total can be described to 25 rates and one-time payments for the use of a resource with an indication of the change time. MS Project will apply new rates when the date of the next change is reached.
You can use up to five table standards for one resource. The practical significance of this feature is that in this way you can use different ways to pay for different types of work. Tables costs are associated with appointments.
With the exception of one-time costs for using resources that you have to carry at the beginning of the task, MS Project uses uniform accumulation of costs in proportion to the work performed. However, you can also use payment at the beginning or at the end of the task.

Types of costs for various types of resources:

Labor: "Standard bet", "overtime", "use costs"
Material: "Standard Rate", "Use Costs"
Cost: Costs assigned to perform specific project tasks

To create a table standards:

Go to the "Resource List" view and the Resource page.
Select a resource for which you need to create a cost table.
On the toolbar, click on the button " Information about the resource».
In the "Resource Information" window, go to the "Costs" tab.

Select a table using the A-E bookmarks, so you can assign no more than five types of costs. Table A is the default table. If you do not specifically specifically, what table is the cost of the costs to use for a specific task, MS Project will use Table A.
5. In the fields "Standard Rate", "Standing Bet" and "Use Costs", specify the corresponding values. In the "Date of Action" field, you must specify the date with which the changes take into force.
6. In the "Calculation of Cost" field, select the method of payments:

To pay the entire amount at the beginning of work, specify "at the beginning."
For gradual payments, specify "proportional".
To pay the entire amount at the end of the work, specify "after graduation".

7. Click on the "button" OK.».

Planning resources for the introduction of a computer program at a manufacturing plant

Mishkino 2015.

Introduction
1. Types of resources in Microsoft Project and their ratio in the project.

1.2. Editing properties of resources
1.3. Methodology for planning material resources
1.4. Methodology of planning cost resources
2. Appointment of resources for the implementation of a computer program at a manufacturing plant
Conclusion
List of sources used

Introduction

Microsoft Project - Microsoft software product, designed to help managers and managers in planning and project management.

When planning a project, you need to make a list of tasks that require solutions, and a list of resources that can help in this, and then assign resources to tasks. At the implementation stage, it is necessary to monitor the work, timing and expended means. Microsoft Project automates these processes - project planning and management processes.

In modern conditions, effective management is a valuable resource of the organization, along with financial, material, human and other resources. Consequently, increasing management efficiency becomes one of the areas of improving the company's activities as a whole. The most obvious way to improve the efficiency of the employment process is its automation.

The purpose of the work is to study in the Microsoft Project software product purpose and the action of various types of resources.

In accordance with this purpose, the following tasks are delivered in the study:

1. Subject to the types of resources in Microsoft Project and their relationship in the project.

2. Determine the methodology for resource planning.

The theoretical and methodological foundations of the study were the works of domestic and foreign scientists who investigated production and social infrastructure, Internet resources, actual material, data of the example of calculating the completion of the project at a designated deadline and definition of time reserves to complete the project.

Types of resources in Microsoft Project and their ratio in the project.

After creating a pre-calendar plan, you must move to resource planning to determine:

· Specific performers of tasks;

· Responsible for achieving the result;

· Duration of the problem, taking into account the possible limited availability of resources.

· The need for materials, equipment, money in a particular period of execution of the project;

· Calendar schedule, taking into account restrictions (insufficiency) of resources.

Under the resources in Microsoft Project, people, cars, mechanisms, equipment, materials, costs / incomes are supported and three types of resources are supported:

Labor resources - These are renewable resources of the company, which include people, machines and equipment necessary for project execution. Through the type of "labor", you must simulate those resources for which you need to take into account their load / overload, sufficiency or insufficiency, for example, loading ten workers. So, if you have only ten workers available, and in the project you need fifteen workers, Microsoft Project will show when there is not enough of this or that number of workers.

Labor resources affect the duration of tasks.

Material resources Used to simulate the materials necessary to create the result of the project. Also:

a. Contractors are simulated through this type, if you are not interested in the project, how many people of a particular contractor will perform this or that work.

b. Through the material type of resource, the costs are also simulated, if they need to consider their write-off per unit of time, for example, crane rental costs 500 UAH. at one o'clock.

c. Through material resources, articles are simulated if the payment goes in a currency other than the project currency, for example, the purchase of an elevator in dollars.

d. In the material type, income or proceeds in the project are simulated, since the material type of resource can be set to its value equal to, for example, minus one (-1).

e. Through this resource type, you can simulate labor resources, if you do not need to change the duration of tasks, and you want to conduct daily accounting of resources (perhaps a controversial point, but it is not a dogma and not an axiom, because, for example, Microsoft Project knows how to count the number of labor Resources on the task, but does not allow you to enter the required number for every day, and the material type allows).

f. Physical volumes (m3, m2, tons) are simulated through this type.

Cost resourcesare necessary for modeling costs associated with one or another task, but not dependent on the duration of tasks, nor from work assigned to it, for example, if you need to simulate a positive impact on a particular official, to accelerate the adoption of a positive decision.

1.1. Methodology of labor planning methodology

People, cars and equipment are needed in order to "do" the project. The main characteristics of labor resources in Microsoft Project are them:

1. Cost - how much does the project costs the use of a labor resource;

2. Availability - when a resource can perform one work and how many units of a particular resource for performing work.

The sources of information about the resources of the company can be an employee of its personnel department, and the responsible for construction, and an expert from the production and technical department of the relevant specialization. The latter can serve as a source of information at the cost of an hour of operation of the resource.

The list of mechanisms and their cost per hour is provided by the department responding to the company for mechanisms. As a rule, this is the division of the main mechanic.

Information about human resources can also be stored in:

1. Microsoft Outlook Address Book (Resource - Add Resources - Add Resources - Address Book ...) Picture 1;

Figure 1. Creating a resource in Microsoft Project from Outlook Address Book

2. Active Directory (Resource - Add Resources - Active Directory »);

3. Resource pool (Resource Ballmark - Use Resources from ... ").

Resource pool - Microsoft Project file, which contains only resources.

4. In the corporate resource pool on the Microsoft Project server in the "Resource Center" submission. To work with a corporate pool of resources, you need to connect to Project Server 2013 or Project Online.

Accordingly, if you are working with Project Server 2013 or Project Online, then the resources stored in product databases are called corporate, and those that exist only in your project file are called local.

Figure 2. Adding resources from address book or ActiveDirectory

In order for the Microsoft Project to create a resource, you need to go to the "Resource List" view, in the "Resource name" column to enter its name, and select the desired type (or labor, or material, or cost) in the Type column), Figure 3..

If you need to add resources from the address book or ActiveDirectory, you need to click on the "Add Resources" button and select the desired item.

Figure 3. Types of resources

Each resource (with any type), among other things, in the project may be:

1. Universal. These resources, Figure 3, are used to determine the requirements for personnel for the project, for example, to carpenters and developers. So very often, in long-term projects, it is unknown in advance which personality is necessary to fulfill a specific task. Therefore, the need for universal resources is first determined, i.e. To perform any random task, an existing resource is planned.

For example, we need a programmer with knowledge of C # programming language. But often at the beginning of the project it is unknown, what particular person will perform work. Therefore, it is planned initially a project in which the universal resource "C # programmer" is assigned to the task and using custom corporate fields (only in Microsoft Project Server or Project Online) is determined by its knowledge of the C # programming language. In the resource sheet (in Microsoft Project Server or Project Online, in the "Resources Center"), a specific programmer has a specific programmer with configurable corporate fields (only in Project Server or Project Online) also defines its knowledge of C # programming language. Subsequently, when the need to replace the universal resource with a corporate resource with the desired set of skills and skills, this can be done using the Group Creation dialog box or "Resource Replacement Wizard" dialog box (Pictogram data are on the Resources tab and are active only when connected Project Professional 2013 to Project Server 2013 or Project Online).

After detailed planning of the project, universal resources are desirable to replace specific resources.

Universal resources are best used when working with corporate resources Project Server, as soon as in this case, the universal resources are replaced by specific resources for selected characteristics.

Planning through universal resources will allow, especially if your company has a sufficient number of personnel, which can perform the same work (10 lawyers or 5 marketers), to get away from the personal factor when project managers seek to gain "comfortable" staff to them, which naturally can lead To overload "convenient" and underload "uncomfortable".

2. Budget. Budgetary resources (labor, material and cost) are used to model the general allocated to the draft budget, i.e. Allow the project manager to specify how much it has available tools to compare with the need that is needed to implement the project.

For example, you have a budget for materials in the amount of 350 thousand rubles. Based on the need for materials in the project, Microsoft Project will calculate that to implement the project, you need to spend 323.6 thousand rubles to the materials. Comparing the budget resource and the final amount, you can see the difference, Figure 4..

At the project level, the budget resource can only be assigned to the total task of the project.

Figure 4. Budget comparison with real need

In addition, each type of resources may have two reservation options (dedicated or proposed):

· Dedicated (default redundancy option) - resource redundancy option. A selected reservation type indicates that if the resource is assigned to the task, its download, time and clock necessary to perform work will be taken into account when analyzing the overall availability and resource loading. This type of backup is used if you are exactly sure that it is a particular resource that will perform this work.

If you are working with Project Server 2013 or Project Online, then when you assign a dedicated resource to the task and project publication (clause 10.3), this allocated resource will be able to report on the task through the web interface.

· Proposed - The resource redundancy option is used at the project planning stage, when you are not yet sure whether this resource will perform work in your project or not. The appointment of a resource with a reservation option "Suggested" does not reduce its accessibility for working on other projects. The selection of this type of backup does not affect the availability and download of the resource. According to the proposed resources, resources are not equal.

When working with Project Server 2013 or Project Online, when the proposed resource is assigned to the task and publication of the project, this resource will not be able to report on the task through the web interface.

So, Figure 5., on the chart of loading a highlighted resource, Wausa Curved, its overload allocated in red, and the overload of the proposed resource, the BobDoft Gob, the overload is shown by standard color configured for non-engaged resources.

Figure 5. Selected and proposed resources

Lecture: Resources and Appointments

5.1. Creating a resource list

Resource- This is a labor, material, financial, technical or other unit that is used to perform project tasks. Microsoft Project resources can be three species.

Labor is workers or teams that are scheduled as part of the project work.
Materials that are consumed when performing project work.
Cost - various types of monetary costs associated with project work, which directly do not depend on the volume, the duration of work and their consumed labor or material resources. For example, the cost of railway or air tickets, travel expenses, etc.

The main characteristics of the labor resource are.

Availability schedule. Specifies periods of time when a resource can be involved in the work of the project. This chart can take into account vacation, business trips, resource employment in other projects, etc.
Individual working time calendar. Specifies a resource time schedule.
Cost. It consists of two components: time-based payment (standard and overtime rates), which is accrued in proportion to the duration of the operation of the resource in the project, and the cost of use, which is a one-time fixed amount independent of the time;
Maximum number of accessibility units. Sets the maximum percentage of working time, which the resource can allocate daily to perform the work of this project. For example, 50% is half of the working time set per day by the calendar. This value does not prevent the planning of a larger interest of the resource participation in the project, but is used to control its overload. So for a resource with 50% of the maximum availability, you can schedule all 100% of use, but it will be considered overloaded by 50%.

The material resource is characterized by only the cost folding from two parts.

Standard rate. Specifies the cost of a unit of material. The total value of the material is calculated as a product of consumed quantity on the value of the standard bet.
Cost of use. Fixed amount that does not depend on the number of materials consumed. For example, shipping cost.

To create a list of resources involved in the project, you need to select a resource sheet view or menu item View / sheet of resources. This representation is shown in Fig. 5.1.

The input of the list of resources is to serially fill the table rows by their names and the choice of the type of resource in the type column. To edit the remaining resource parameters, the window of its properties is used.

Fig. 5.1. Project Resource Sheet
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5.2. Resource properties window

The resource properties window opens with a double mouse click on the corresponding row of the resource table and contains the general, costs, notes, customizable fields. The General tab is shown in Fig. 5.2. The name, brief name of the resource, its type, availability schedule, the maximum number of accessibility units and the individual working time calendar are introduced.

Fig. 5.2. Tab Sharing Resource Properties

The accommodation schedule is set only for labor resources and is entered into a table consisting of three columns:

Available with - the initial date of the resource availability period (the value of ND means an unlimited initial period);
Available by the final date of the availability period (ND means an unlimited end time);
Units are the maximum possible percentage of working time from an individual calendar installed, which resource can spend daily to perform the work of the project. When using a resource over a given percentage, it will be considered overloaded by the amount of exceeding.

Fields Group and code allow us to group resources by groups and assign specific codes them. Their values \u200b\u200bare used to perform filtering and grouping operations.

The reservation type takes one of two values:

dedicated - the resource takes part in the project;
the proposed - resource can take part in the project, but the final decision has not yet been accepted.

The change button is active only for labor resources. It opens up an individual working time calendar, techniques of work with which coincide with the previously discussed calendar lectures.

The cost tab is intended to enter the cost of both labor and material resources. It is depicted in fig. 5.3.

Fig. 5.3. Resource Properties Window Tab

Since the cost can vary depending on any conditions, the system allows you to describe up to five valuables and apply them for various tasks. Schemes correspond to the tabs from A to E. Scheme A is used by default. For example, when working in the office, the employee's salary is charged under scheme A, during a business trip to the enterprise of the Customer - according to the B scheme B, and during a business trip abroad of the Russian Federation - according to C. scheme

The cost is set in a table consisting of four columns.

Date of action. The date with which the cost specified in the line begins. Digger means the initial value of the cost.
Standard rate. For labor resources, the rate of remuneration rate is proportional to the spent time. The time interval for which the bet is indicated is indicated by the abbreviations M (minute), h (hour), d (day), months (month). For material resources, this rate specifies the cost of using the unit of the corresponding material.
Bet of overtime. It makes sense and is available only for labor resources. Specifies the procedure for calculating the wage of proportional to the additional time spent over the limits of the installed schedule of working time.
Costs for use. May be indicated for labor and material resources. Specify the amounts accrued with each use of the resource, regardless of the volume of labor completed. For example, the cost of using a computer does not depend on the time of its work and is determined by one-time costs for its acquisition and installation of programs.

For cost resources, the cost on the Cost tab is not specified. It is indicated when they are appointed to a specific task and may differ for different tasks.

The Cost Calculation field determines the procedure for the distribution of the entire cost of the resource in the project implementation time. This parameter affects the project financing schedule. There are three options for accrual.

At the beginning. Regardless of the duration of the resource, the entire cost of its operation should be financed by the beginning of operation;
Proportionately. By the beginning of the operation of the resource, only the costs specified in the Count of Use costs are funded, and the rest are distributed in time proportion to its use;
At the end. The cost of use is funded at the beginning of operation, and the rest - upon completion of the operation of the resource.

On the Notes tab (Fig. 5.4) there are comments and marks containing information important to the project manager. The notes editor has the ability to edit the font, setting the method of aligning text and create a marked list. An external object can be implemented, such as an employee's photo.

Fig. 5.4. Tab Notes Windows Properties Window

On the Customizable fields tab, the values \u200b\u200bdefined in the draft configurable fields of resources are displayed. Work with such fields will be discussed in lecture 6.

Planning current activities and drawing up plans for the future by a specialist working in the field of business, has to be engaged regularly. Traditionally, the non-computers are used for this and apply and apply - notebooks, weekly. For individual work planning, there are a large number of computer programs, such as Lotus Organizer, Microsoft Scheduler, Microsoft Outlook.

The complexity of the problem increases in geometric progression when it is necessary to compile a general work plan for the team or business partners. Planning programs of this type are less common. Often they are an integral part of large packages (such as Scala or R6000), comprehensive accounting automation designed for the scale of the enterprise. Microsoft Project is also intended for the same purposes.

If you manage people and at the same time solve many tasks, Microsoft Project will be able to significantly ease your work. The program will help you:

make a plan for work on one or several projects for a group of employees or department;
take into account the possibilities of employees, equipment and partners and distribute resources in an optimal way;
conduct operational control of performance;
analyze projects immediately after drawing up the plan, as it is done to coordinate actions and making decisions to resolve the situation.

Concept of projects and management of them

it was recently the concept of "project" in our country only attributed to a set of design documents describing the construction or product. In the last decade in Russia, as in the whole world, this concept has acquired a new meaning, reflecting the change in ideas about modern management methods.

Analyzing the work of any organization, you can almost always allocate two types of activities:

Processes - current, periodically repetitive operations, such as the operation of the conveyor or reporting.

Projects - a sequence of actions (tasks) aimed at achieving unique results, such as the introduction of a new technology or writing an article.

With all its apparent variety, projects have a number of general features:

they are aimed at achieving specific goals;
they suggest a coordinated implementation of interconnected purposes;
they have limited duration in time;
all of them are unique and unique to a certain extent.

Of course, in each project there are specific for each applied area processes . But along with them, almost every project is present. processes common to all applied areas, which are discussed in project management and are its being. Despite the fact that each of the project management aspects has specific features, the management technique for them has a single structure in which the following major processes are distinguished:

Initiation - demonstration of the need for a project, its feasibility and approval of the project from the customer
Planning - description of the composition of work, their sequences and duration, assessment of the need for resources, drawing up a calendar plan, cost estimate, project budget development, recruitment and organization of personnel
Execution - the performance of the project
Control - making decisions on the work of the project, corrective actions, assessing the effectiveness of the work of the project
Completion - acceptance by the customer of the product of this phase or project work

To establish communication between tasks from different projects, you must open both projects and select the Window command | New Window.

In the New window dialog box, use the CTRL keys to highlight projects whose tasks must be associated, and in the resulting multiproject to associate tasks in the usual way. "External" tasks in the internal project are highlighted in gray.

Creating a common pool of resources

if the same resources are used for multiple projects, it is necessary to create a shared pool of resources. This pool can be the usual project in which only resources are entered. Microsoft Project 2000 makes it possible to update the resource pool from other projects.

The shared pool of resources allows:

allocate resources between multiple projects;
view information about resources without the need to open each project separately;
quickly find and align resources if they are overloaded in one or more projects;
update information about resources at the same time for all projects;
print informative resource reports and their use for all projects and each separately.

The operation of the resource pool formation can be performed both before combining projects in multiproject and after that. The difference between these two options is that in the first case the project files should be pre-open, the resources of which must be combined, and in the second it is enough just to open a multiproject.

If the resource transfer does not need to be performed - enter the resource list to the Resource Sheet table.

To use the resource pool, open a project that needs to assign resources from the pool and select the Tools | Resources | Share Resources command. If there are resources with the same name in the project and in the pool, and some of their characteristics, such as payment, are different, then you can specify which data have an advantage.

If the file has a connection with a pool of resources, then every time you open the project, a dialog box appears, offering one of two operating modes of the file.

In the second mode - DO NOT OPEN OTHER FILES (Do not open connected files) Open the project file, and the resource pool does not open.

Tools | Resources | Refresh Resources Allows you to update a copy of the project used in the project file.

Project Management of Electronic Communications

The number of project management functions are very important:

coordination of decision-made decisions with project participants;
bringing decisions and changes to tasks to all project participants;
control of the progress of the project and the results of work.

Microsoft Project 2000 supports the possibility of simultaneous highly efficient work on the project of the working group of users in a local or global network using modern electronic communications technologies. All project participants in their functions are divided into the project manager (a person, at the disposal of the project file) and participants (resources) of the project.

If email is installed on the computer, the project management can be carried out in two ways.

In accordance with the first of them, the entire project file may be sent by email. In this case, it is assumed that the Microsoft Project 2000 program is installed on the computer of each participant and that each of the addresses can independently analyze the project with the means of this program.

With the second method, the manager using the Microsoft Project 2000 program, sends each of the participants relating only to it part of the project. At the same time, an email is sent not to the entire project, but a special file, to work with which there must be special software in the WGSetup folder of the Microsoft Project2000 distribution disk. In this case, the project participants may not speak Knowledge of the Microsoft Project 2000 and on their computers it may be absent.

As software products providing support for paper-free project management technology using email, the Microsoft Outlook, Microsoft Exchange or Microsoft Mail software is assumed.

First of all, you need to configure the Microsoft Project 2000 project management system on the applied electronic communications tools. In the Tools team | Options on the WorkGroup tab, in the Default Workgroup Messages field, select one of the options. For each resource in the Resource Sheet view in the Resource Information command, you must specify the email address of this resource and the way to access it.

Distribution of the project file to members of the Working Group

using the file File | Send To, you can make the distribution of the entire project as a whole. When choosing this command, the Project Manager provides three options for further action:

The project file mailing is very convenient in cases where members of the working group have work skills not only with email, but also with the Microsoft Project program. In addition, in most cases, not all project participants need to be aware of the progress of the tasks that are members of it. Participants in the working group can only send comments for the project manager, and only the manager itself can adjust the project execution schedule.

Support for information exchange in the Working Group

the exploitation between members of the Working Group and the Project Manager can be reduced to the following type functions:

distribution of tasks manager between project participants;
adjustment by the manager of previously distributed tasks;
analysis of the tasks received by members of the Working Group and, possibly, proposals for the timing of their implementation;
request a project manager on the progress of tasks;
report of the members of the Working Group on the progress of tasks.

Support for the basic features of the project working group ensures the exchange of menu shows of the three main types: Teamassign, Teamupdate and TeamStatus. Access to these features provides the Tools | Workgroup team.

Messaging between the project manager and the members of the Project Working Group are carried out according to the following scheme: the project manager, allocation of tasks for a particular artist, sends him a Teamassign message. In this case, the list of fields used in the exchange of information can be changed in the Tools | Customize | Workgroup team. In the dialog box of this team, removing the Team Members CAN Decline Tasks check box, you can prohibit members of the Working Group to reject the timing of the tasks assigned to them. With any part of the list of fields, only the Comments field can be corrected by the project manager in the Teamassign window.

Having received the message Teamassign in his mailbox and opening it, the performer can accept or reject (if this did not forbade the project manager) the work scheduled for him; To deviate work, click the ACCEPT field with the mouse?

In the future, during the implementation of the project, the manager, sending executors of the message TeamStatus, asks for members of the Working Group information about the progress and results of work. Similar to Teamassign command available for filling is only the Comment field.

After receiving the TeamStatus message, a member of the working group in the Remaining Work field introduces an indicator of the remaining scope of work on this task.

After analyzing the received reporting data, the project manager for automatically updating the project graphics can in the TeamStatus message window, click on the UPDATE Project button. To work with TeamStatus messages of members of the Working Group, the Project Manager may use the Webinbox mailbox. By completing the Tools | Workgroup | Webinbox, you can view all messages of the working group members directed by the project manager.

During the project, the project manager of the Project Manager may send Teamupdate messages to members of the Working Group. Having received this message, the performer can send his own considerations on changes made.

What is the result?

and the basis of the foregoing can be concluded that Microsoft Project 2000 has sufficient opportunities for organizing collective work on projects. Along with the possibilities of transferring information on electronic communications, there are means of planning and managing several projects carried out within a separate organization or office. Consequently, Microsoft Project 2000 may not only serve as a "desktop" project management system, but also find decent use in shallow and middle business.

ComputerPress 4 "2002

Resource usage diagram

RESOURCE USAGE (resource use) chart is designed to analyze the load of resources in design work. The diagram allows you to estimate the overall load of the resource for any period of time and analyze, from participation in which tasks it consists.

Fig. 8.9. Resource usage diagram

In the table, located on the left of the diagram (Fig. 8.9, the 2.Mrr file), a list of resources is provided, and a list of tasks using this resource is provided under each of the resources. The diagram contains the series of data that displays data both about the total operation of the resource and work within the framework of the implementation of individual tasks.

MS Project: Formatting resource usage diagrams and data editing on it

Formatting resource usage chart and data editing on it

When formatting the resource use chart, the same techniques are used as when formatting task use diagrams. Existing differences in formatting capabilities concern only some details. In the configuration dialog box displayed on the data diagram (called the Format\u003e Detail Styles menu (Format\u003e Log Styles)) using the All Resource Rows (all resource lines), with which you can define strings format containing summary resource data.

In the Format\u003e Text Styles text style formatting dialog box, the Assignment Row style corresponds to the rows with the task names (and not the resource names, as in the task use diagram).

Editing data on the resource use diagram is carried out in the same way as on the task timing chart. To change the information, you need to highlight the appropriate cell and enter the data, after which all related data will be automatically updated.

Use filtering, grouping and sorting data in diagrams

When working with diagrams, you can use filtering, grouping and sorting data, as when working with tables (see chapter Sorting,

grouping and filtering data in tables ). Unlike tables,

consisting of rows and columns, diagrams have a different structure, so to different diagrams, selecting and organizing data can be used in different ways, and some are not used at all.

All grouping, sorting and filtering data described in Chapter

Sorting, grouping and filtering data in tables), completely

they can also be applied to diagrams that are always displayed together with the table (charts of the use of tasks and resources, the Ganges diagram and its types). In this case, filtering, grouping and sorting apply to data in the table, and in accordance with it the diagram is rebuilt. For example, in Fig. 8.10 (File 2_1.Mrr) To the resource use diagram, filtering is applied to select only overloaded resources (Overaltocated Resources). After applying the filter, only these resources are displayed in the table, and the data corresponds to them on the diagram.

A similar example is shown in Fig. 8.11 (file 2_2.Mrr). The data placed on the Ganta diagram was used to group tasks for duration. In the accompanying diagram, the task table was divided into groups, and the diagram itself was rebuilt accordingly.

Structural filtering (see section "Structural filtering") Maybe

to be applied to all diagrams displayed both with the tables and without them. In this case, one possibility is specifically designed to filter data in the charts of the tasks and resources. Using the Project T Outline menu command\u003e SHOW ASSIGNMENTS (Project\u003e Structure\u003e

Show assignments) You can display all resources allocated to the task or all the resource-related tasks (a resource or task must be highlighted by the cursor). Conversely, using the Project\u003e Outline\u003e Hide Assignments command, you can hide the data displayed on the diagram associated with the selected resource or the task.

MS Project: Using filtering, grouping and sorting data in diagrams

Fig. 8.10. The diagram displays only overloaded resources.

MS Project: Using filtering, grouping and sorting data in diagrams

Fig. 8.11. This species takes a plan on the Ganta chart after grouping tasks of the Duration Project

Charts displayed without tables are special cases that need to be considered separately.

Data filtering in diagrams without tables

Filtration can be applied on all diagrams in one of two modes: filtering or selection itself. In the filtering mode, only data corresponding to the filter conditions will be displayed in the diagram (similar to example in Fig. 8.10). In the selection mode, all data are displayed in the diagram, and the corresponding filter conditions are highlighted (see the "Filters" section of the lesson 4). For example, in Fig. 8.12 (File 2_3.MPP) The calendar highlighted tasks worth more than $ 200, for which we applied the standard Cost Greater Then filter (costs exceed).

MS Project: Using filtering, grouping and sorting data in diagrams

Fig. 8.12. Calendar filtering in selection mode: highlighted tasks worth more than $ 200

Filtering in selection mode does not work on the resource graph and data scheme.

Sorting data on charts without tables

Sort, that is, ordering data according to the values \u200b\u200bof their properties, can be applied on all diagrams, except for network graphics.

On the calendar, the sorting order (with the appropriate settings) determines the procedure for placing tasks: tasks with a large value in the field to be sorted, placed above the others. In the resource schedule, the sort order determines the order of displaying information about resource-races, and on the data scheme - information about tasks.

MS Project: Using filtering, grouping and sorting data in diagrams

Grouping data on charts without tables

You can group data only on network graphics. With a large number of tasks, the group is conveniently implemented by turning on the Hide Fields mode in the context menu of the graph. In this case, most tasks fit on one screen.

Fig. 8.13. Network chart with a grouping mode on the value of the task

For example, in Fig. 8.13 (Z.MPP file) Tasks are grouped by costs with an interval of $ 100 (about sorting with an interval, see "Setting

grouping Parameters »). For grouping used previously created

cOST group (costs), and in order for more blocks to be placed on the screen, they are hidden fields. In the upper block, tasks are cost from 0 to $ 100, in the following - from $ 100 to $ 200, etc. By the way, the data grouping on the network graph is a new feature that appears in MS Project 2002.

MS Project: Using filtering, grouping and sorting data in diagrams