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Resource Loading the Scheduling Tool Create the “Resource Sheet” Apply the correct resources to activities Load the required resources Viewing resources
Create the Resource Sheet 1. 2. 3. Determine Resource Breakdown Structure 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) Unique nomenclature assigned Determine resource availability  From Charter and/or “Resource Contracts” (see Kicking off the Team) Rate information derived from HR/cost accounting system Pay rate, overtime rate, overhead rate Typical workday (eg. 7.5h, 8h, 12h) may be entered here or in standard work calendar
Applying Resources to Schedule Using “Resource Work” view Window/Split Right click in bottom pane and select “Resource Work Slower but allows full flexibility to enter resources and rates ,[object Object]
Double click on activity
Choose “Resource Tab”
Resource Application Rules
Activities only; no resources against WBS
All resources required to do an activity should be booked into the same activity ,[object Object]

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3 pm3 t_we%20-%20adding%20resources%20to%20the%20schedule

  • 1. Resource Loading the Scheduling Tool Create the “Resource Sheet” Apply the correct resources to activities Load the required resources Viewing resources
  • 2. Create the Resource Sheet 1. 2. 3. Determine Resource Breakdown Structure 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) Unique nomenclature assigned Determine resource availability From Charter and/or “Resource Contracts” (see Kicking off the Team) Rate information derived from HR/cost accounting system Pay rate, overtime rate, overhead rate Typical workday (eg. 7.5h, 8h, 12h) may be entered here or in standard work calendar
  • 3.
  • 4. Double click on activity
  • 7. Activities only; no resources against WBS
  • 8.
  • 9. Viewing Activity Resources Task Info Box – check what resources assigned while doing other work “Resource Work” view – most useful for initial entry and systematic review “Resource Name” column – rarely used, for display or transfer to Excel
  • 10. Viewing Project Resources Resource Usage View Task Usage View Resource Graph View
  • 11. WORKED EXAMPLE: Table Construction Project Resource load the schedule for the Table Construction Project using “Table Construction – Sequencing Complete.mpp” Additional Info: See Org Chart, Project Charter and Responsibilities Allocation Matrix on next slide
  • 12. WORKED EXAMPLE: Table Construction Project Project Charter excerpt: “…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…”