Resource Loading the Scheduling Tool<br />Create the “Resource Sheet”<br />Apply the correct resources to activities<br />Load the required resources<br />Viewing resources<br />
Create the Resource Sheet<br />1.<br />2.<br />3.<br />Determine Resource Breakdown Structure<br />Similar to Organizational Breakdown Structure (ie. Org Chart) except different functions may be further defined into skill groups/levels (eg. Engineer into Junior/Senior/Staff Engineer; Test Engineer into System Test Engineer/Component Test Engineer)<br />Unique nomenclature assigned<br />Determine resource availability <br />From Charter and/or “Resource Contracts” (see Kicking off the Team)<br />Rate information derived from HR/cost accounting system<br />Pay rate, overtime rate, overhead rate<br />Typical workday (eg. 7.5h, 8h, 12h) may be entered here or in standard work calendar<br />
Applying Resources to Schedule<br />Using “Resource Work” view<br />Window/Split<br />Right click in bottom pane and select “Resource Work<br />Slower but allows full flexibility to enter resources and rates<br /><ul><li>Using “Task Info” dialog
All resources required to do an activity should be booked into the same activity </li></li></ul><li>Applying Resource Usage<br />Applying Labour Resources<br />Need to define:<br />“Units” = how many people working (eg. 100%=1 person full time)<br />“Work”= how many personhours the activity takes (eg. A report takes 20h to write)<br />“Duration” = how many work days the activity takes (eg. It takes 3h to “Monitor paint drying time.”<br />Need to decide whether task is:<br />“Effort driven” forces the initial “Duration” of the Activity to be determined by the “Units” and “Work” selected for the resources initially assigned to the activity, and then when new resources are assigned.<br />“Fixed Duration”, “Fixed Work” or “Fixed Units” = this measure will be kept constant, whenever one of the others is changed (eg. Set to “Fixed Units” with Process Engineer available 100%=8h/day; “Work” changed from 80h to 40h; SW changes Duration from 10d to 5d)<br /> Most useful setting for most “Engineering” tasks is “Effort Driven”/“Fixed Work” since generally the length of time to perform the work is directly related to the amount of resources available.<br />Applying “Non-Labour” Resources<br />Have no impact to duration<br />“Units” is multiplied by “Std Rate” on Resource Sheet to give measure in “Material Units” (eg. “Units”=3, will give “3000 kg” if Resource Sheet “Material Units” = kg and “Std Rate” =1000<br />
Viewing Activity Resources<br />Task Info Box – check what resources assigned while doing other work<br />“Resource Work” view – most useful for initial entry and systematic review<br />“Resource Name” column – rarely used, for display or transfer to Excel<br />
WORKED EXAMPLE: Table Construction Project<br />Resource load the schedule for the Table Construction Project using “Table Construction – Sequencing Complete.mpp”<br />Additional Info:<br />See Org Chart, Project Charter and Responsibilities Allocation Matrix on next slide<br />
WORKED EXAMPLE: Table Construction Project<br />Project Charter excerpt:<br />“…project will require one full time carpenter, will share a painter currently working on Projects A and B, and will require minimal support (approx 10%) from QA…” <br />
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