2. In this chapter, you will learn how to:
Assign work resources to tasks.
Control how Project schedules additional resource
assignments.
Assign cost resources to tasks.
3. Open exercise file, and check Project Information
Note the current duration of 41 days and zero cost. After you assign
work and cost resources, you’ll check these values again.
5. Task Name column, click the name of task 2, Assign launch team
members.
Resource Name column in the Assign Resources dialog box, click
Carole Poland, and then click Assign.
6. Task Name column, click the name of task 3, Complete author
questionnaire.
the Resource Name column in the Assign Resources dialog box,
click Toni Poe, and then click Assign.
7. Next, you’ll take a closer look at the details of task 3. You’ll use a
handy view called the Task Form.
View tab, in the Split View group, click Details.
8. Next you’ll change the displayed details.
Click anywhere in the Task Form and then, on the Format tab, in
the Details group, click Work.
9. Using the Assign Resources dialog box, assign the following
resources to tasks
11. Next, you will assign two resources to a single task
Task Name column, click the name of task 8, Kickoff book launch meeting.
In the Assign Resources dialog box, select the names of Sharon Salavaria
and Toby Nixon, and then click Assign .
12. To conclude this exercise, you’ll use a different means of assigning
resources
In the Gantt Chart view, drag the vertical divider bar to the right until the Resource
Names column is visible.
Click in the Resource Names column for task 9, Plan author’s travel itinerary, and
then click the arrow that appears.
13. In the list of resource names, click the check boxes for Jane Dow
and Zac Woodall, and then press the Enter key.
14. Click in the Resource Names column for task 10, Channel Sales
prep, and then click the arrow that appears. In the list of resource
names that appears, check Zac Woodall and then press the Enter
key.
15. Click in the Resource Names column for task 10, Channel Sales
prep, and then click the arrow that appears. In the list of resource
names that appears, check Zac Woodall and then press the Enter
key.
16.
17. The Scheduling Formula: Duration, Units, and Work
After you create a task, but before you assign a resource to it, the
task has duration but no work associated with it. Why no work?
Work represents the amount of effort a resource or resources will
spend to complete a task. For example, if you have one person
working full time, the amount of time measured as work is the same
as the amount of time measured as duration. In general, the amount
of work will match the duration unless you assign more than one
resource to a task or the one resource you assign is not working full
time.
Project calculates work using what is sometimes called the
scheduling formula:
Duration × Units = Work
18. The scheduling formula for task looks like this:
40 hours (same as one week) task duration × 100% assignment
units = 40 hours of work
In other words, with Resource assigned to task at 100% units, the
task should require 40 hours of work.
Here’s a more complex example. You assigned two resources, Jane
Dow and Zac Woodall, to task 9, each at 100% assignment units.
The scheduling formula for task 9 looks like this:
24 hours (same as three days) task duration × 200% assignment
units = 48 hours of work
The 48 hours of work is the sum of Jane’s 24 hours of work plus
Zac’s 24 hours of work. In other words, as currently scheduled, both
resources will work full time on the task in parallel for its three-day
duration
19. Exercise: adjust resource assignments on tasks and tell Project how it
should adjust the tasks.
In the Gantt Chart view, click the name of task 5, Design and order
marketing material.
Currently, Toby is assigned to this task. A quick check of the
scheduling formula looks like this:
80 hours (the same as 10 days, or two weeks) task duration × 100%
of Toby’s assignment units = 80 hours of work
Toby needs some help with this task, so you’ll add a resource.
20. In the Resource Name column in the Assign Resources dialog
box, click Zac Woodall, and then click Assign .
21. Click the name of task 5, and then click the Actions button that
appears just to the left of the task name.
Editor's Notes
On the Resource tab, in the Assignments group, click Assign Resources.
The Assign Resources dialog box appears
On the Resource tab, in the Assignments group, click Assign Resources.
The Assign Resources dialog box appears
On the View tab, in the Split View group, click Details
On the View tab, in the Split View group, click Details
If you completed Chapter 3, you may recognize that the Task Form is similar to the Resource Form but shows different details. In this type of split view, the details about the selected item in the upper view (a task, in this case) appear in the lower view, similar to the Resource Form. The Task Form displays one of several details
Now, in the Task Form, you can see the essential scheduling values for this task: 1 week duration, 40 hours of work, and 100% assignment units. Because the Task Form is a handy way to see a task’s duration, units, and work values, you’ll leave it displayed for now.
Let’s look at a specific example and find these values in the Task Form. The duration of task 3 is one week, or five working days. For our book launch project, five days equals 40 hours. When you assigned Toni Poe to task 3, Project applied 100 percent of Toni’s working time to this task. The scheduling formula for task 3 looks like this:
40 hours (same as one week) task duration × 100% assignment units = 40 hours of work
In other words, with Toni assigned to task 3 at 100% units, the task should require 40 hours of work.
Here’s a more complex example. You assigned two resources, Jane Dow and Zac Woodall, to task 9, each at 100% assignment units. The scheduling formula for task 9 looks like this:
24 hours (same as three days) task duration × 200% assignment units = 48 hours of work
The 48 hours of work is the sum of Jane’s 24 hours of work plus Zac’s 24 hours of work. In other words, as currently scheduled, both resources will work full time on the task in parallel for its three-day duration
Let’s look at a specific example and find these values in the Task Form. The duration of task 3 is one week, or five working days. For our book launch project, five days equals 40 hours. When you assigned Toni Poe to task 3, Project applied 100 percent of Toni’s working time to this task. The scheduling formula for task 3 looks like this:
40 hours (same as one week) task duration × 100% assignment units = 40 hours of work
In other words, with Toni assigned to task 3 at 100% units, the task should require 40 hours of work.
Here’s a more complex example. You assigned two resources, Jane Dow and Zac Woodall, to task 9, each at 100% assignment units. The scheduling formula for task 9 looks like this:
24 hours (same as three days) task duration × 200% assignment units = 48 hours of work
The 48 hours of work is the sum of Jane’s 24 hours of work plus Zac’s 24 hours of work. In other words, as currently scheduled, both resources will work full time on the task in parallel for its three-day duration
In the Resource Name column in the Assign Resources dialog box, click any resource, and then click Assign.
Zac is added to the task and Project updates the scheduling formula values:
80 hours (the same as 10 days, or two weeks) task duration × 200% (that is, the sum of Toby’s and Zac’s assignment units) = 160 hours work
Next, you will use a feature called the Actions list to control how Project schedules the work on a task when adding or removing resources. Note the small triangle in the upper-left corner of the name of task 5. This is a graphical indicator that an action is now available. Until you perform another action, you can use the Actions list to choose how you want Project to handle the additional resource assignment