Creating resource groups in a project. Working with a list of resources in MS Project

Project Professional 2019 Project Professional 2016 Project 2010 Project Online Desktop Client Project Professional 2013 Project Standard 2010 Project Standard 2013 Project Standard 2016 Project Standard 2019 Less

In Project Professional 2016, some resources may require approval from the Resource Manager. If you're connected to Project Online, you might have multiple resources that need to request resource engagements before the resource can be used in a project. Project shows this indicator when you need to request an engagement. An engagement is an agreement between a project manager and a resource manager that allows a specific resource to work on a project for a period of time. certain period time, at a specified percentage of a resource's time, or within a specified number of hours.

Assign a temp to a task

Let's say you want to assign someone to a project temporarily. You can specify how much time this employee will spend on work in the field Resource Assignment.

Are many people assigned to work on the task?

If you have a single task to which many users are assigned, making changes to the column Resource names may not be available. This column can only handle 256 characters, and if there are many resources assigned to a task, this limit may be exceeded.

For tasks that require many resource assignments, it's best to make your own assignments and make changes to those assignments in the dialog box. Task details.

The information below is for reference only. More about this material and its practical application you can find out by watching the video.

Working with a list of resources in MS Project

Once you have determined your resource needs, you need to add them to the project plan.

The list of resources includes:

Resource name.
The daily amount of time that a resource can be used to perform tasks.

Some tasks require more than one resource to perform them. For more convenience, when assigning resources to such tasks, you can create resource groups. Consolidation of resources also makes reporting more convenient. A resource group can be any combination of individual resources. Typically used to classify resources for control and reporting purposes.

The project management system MS Project Professional 2013 uses the following types of resources:

Material. This type is used to describe the materials or teams involved in the project.
Labor. This resource type is used to describe company employees or equipment.
Expenses. This type of resource can be used to describe the contractors involved in the project

To create a list of resources:

In the Resource Name field, enter a name for the resource.
If you want to include the resource in a group, enter the name of the group in the "Group" field. If you want to add multiple resources to the same group, specify the same group name for multiple resources.
If necessary, enter the number of available resource units in the Max. Units.
For material resources, a dimension is entered in the "Units of measurement of materials" field.
Specify a calendar for the project workforce. For labor resource You can only use one calendar.

Detailed description of resources in MS Project

For more detailed description resources you need:

Switch to the Resource Sheet view and access the Resource window.
Become on the resource you are interested in and click the button " Intelligence” or double-click the mouse. This will open the Resource Information window.

In the "Email Address" field e-mail" enters the e-mail of the resource, by which it is possible to contact the resource.
In the "Windows Account" field, enter the user's login and the name of the domain in which the user is a member in order to synchronize this user with the company's corporate resource pool.
In the Reservation Type field, the type of reservation for the resource is set: allocated or proposed. If the reservation type is set to "dedicated", after the assignment is published on the server, the resources will be sent a list of tasks to which it is assigned in this project. If the reservation type is set to "offered", the distribution will not be carried out.
The "Code:" fields indicate the resource code according to the internal corporate classification.
To set the resource type as a role, set the "Universal" item, after which the "multiple persons" icon is displayed next to the resource in the list of resources.
By clicking on the button " Change work time… » You can change the resource calendar. More information about creating calendars is described in the material " Project calendar »
To set up notes, go to the Notes tab. A description of working with notes is given in the material " Description of the project tasks ».

Assigning costs to a resource in MS Project

To assign costs to a resource:

Switch to the Resource Sheet view.
Select the resource to which you want to assign a rate or lump sum amount.
Enter information in the Standard Rate, Overtime Rate, and Cost Per Use fields.

Cost rate table- this is a set of rates or prices of a resource, as well as the size of one-time payments for the use of a resource. Resource cost rate tables can be used to describe changes in rates and lump sums as a project progresses. For example, using cost rate tables, you can describe the gradual increase in employee salaries as a project ends. In total, you can describe up to 25 rate changes and one-time payments for the use of the resource, indicating the time of the change. MS Project will apply the new rates when the next change deadline is reached.
You can use up to five cost rate tables per resource. Practical value this feature is that in this way you can use different ways wages for different types of work. Cost rate tables are associated with assignments.
With the exception of the one-time cost of using resources that you have to incur at the beginning of the task, MS Project uses a straight-line accumulation of costs in proportion to the work completed. However, you can also use payment at the beginning or end of a task.

Cost types for different types of resources:

Labor: "Standard rate", "Overtime rate", "Cost per use"
Material: "Standard rate", "Cost per use"
Cost: Costs assigned to specific project tasks

To create a cost rate table:

Switch to the Resource Sheet view and the Resource page.
Select the resource for which you want to create a cost table.
On the toolbar, click the " Resource Information».
In the "Resource Details" window, go to the "Costs" tab.

Select a table using tabs A-E, so you can assign up to five cost rate types. Table A is the default table. Unless you specifically specify which cost rate table to use for a particular task, MS Project will use Table A.
5. In the Standard Rate, Overtime Rate, and Cost Per Use fields, enter the appropriate values. In the "Validity date" field, you must specify the date from which the changes will take effect.
6. In the "Cost accrual" field, select the payment method:

To pay the entire amount at the start of work, select "At the beginning".
For a gradual payout, select Proportional.
To pay the entire amount at the end of the work, specify "After completion".

7. Click on the " OK».

Implementation Resource Planning computer program on manufacturing plant

Mishkino 2015

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

1.2. Editing Resource Properties
1.3. Material resource planning methodology
1.4. Cost Resource Planning Methodology
2. Assignment of resources for the implementation of a computer program in a manufacturing enterprise
Conclusion
List of sources used

Introduction

Microsoft Project - software product Microsoft, designed to help managers and leaders in planning and managing projects.

When planning a project, you need to make a list of tasks that need to be solved and a list of resources that can help with this, and then assign resources to tasks. During the implementation phase of the project, it is necessary to monitor the progress of work, deadlines and funds spent. Microsoft Project automates these processes - the planning and project management processes.

IN modern conditions effective management is a valuable resource of the organization, along with financial, material, human and other resources. Consequently, increasing the efficiency of management activities becomes one of the directions for improving the activities of the enterprise as a whole. The most obvious way to improve flow efficiency labor process is its automation.

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

In accordance with this goal, the following tasks were set in the study:

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

2. Determine the resource planning methodology.

The theoretical and methodological foundations of the study were the works of domestic and foreign scientists who studied the industrial and social infrastructure, Internet resources, factual material, data from an example of calculating the completion of a project on time and determining the time reserves for completing the project.

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

After creating a preliminary calendar plan it is necessary to proceed to resource planning to determine:

· Specific executors of tasks;

· Responsible for achieving results;

· The duration of the task, taking into account the possible limited availability of resources.

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

· Calendar chart taking into account the limitations (insufficiency) of resources.

Resources in Microsoft Project are understood as people, machines, mechanisms, equipment, materials, costs / incomes, and three types of resources are supported:

Human Resources are the company's renewable resources, which include the people, machinery, and equipment needed to complete the project. Through the “labor” type, you must model those resources for which you need to take into account their loading / overloading, sufficiency or insufficiency, for example, loading ten workers. So, if you only have ten workers available, and a project needs fifteen workers, Microsoft Project will show you when one or more workers are missing.

Work resources affect the duration of tasks.

Material resources are used to model the materials needed to create a project result. Also:

a. Contractors are modeled 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 the resource, cost items are also modeled if it is necessary to take into account their write-off per unit of time, for example, renting a crane costs 500 UAH. at one o'clock.

c. Items are modeled through material resources if payment is made in a currency other than the project currency, for example, the purchase of an elevator in dollars.

d. Income or income to the project is modeled through the material type, since the material type of the resource can have its cost value equal to, for example, minus one (-1).

e. Through this type of resource, you can model labor resources if you do not need the duration of tasks to change, and you want to keep a daily record of resources (Possibly a controversial point, but it is not a dogma or an axiom, because, for example, Microsoft Project can count the number of labor resources on the task, but does not allow you to enter the required amount for each day, but the material type allows this).

f. Physical volumes (m3, m2, tons) of works are modeled through this type.

Cost resources, are necessary to model the costs associated with a particular task, but do not depend on either the duration of the tasks or the labor resources assigned to it, for example, if you need to simulate a positive impact on a particular official in order to speed up his adoption of a positive decision.

1.1. Workforce Planning Methodology

People, machines and equipment are needed to "do" a project. The main characteristics of workforce in Microsoft Project are:

1. Cost - how much it will cost the project to use a particular labor resource;

2. Availability - when a resource can perform a particular job and how many units of a particular resource are needed to complete the job.

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

The list of mechanisms and their cost per hour are provided by the department responsible for mechanisms in the company. As a rule, this is the division of the chief mechanic.

Information about human resources can also be stored in:

1. Address Microsoft book Outlook (“Resource – Add Resources – Address Book…” tab), Picture 1;

Figure 1. Creating a resource in Microsoft Project from an Outlook address book

2. Active Directory (tab "Resource - Add resources - Active Directory");

3. Resource pool (“Resource – Resource pool – Use resources from…” tab).

A resource pool is a Microsoft Project file that contains only resources.

4. In the Enterprise Resource Pool on the Microsoft Project Server in the Resource Center view. An enterprise resource pool requires a connection to Project Server 2013 or Project Online.

Accordingly, if you are working with Project Server 2013 or Project Online, then the resources stored in the product databases are referred to as enterprise resources, while those that exist only in your project file are referred to as local resources.

Figure 2. Adding resources from the address book or ActiveDirectory

In order to create a resource in Microsoft Project, you need to go to the “Resource Sheet” view, enter its name in the “Resource Name” column, and select the desired type in the “Type” column (or Labor, or Material, or Costs), 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. Resource types

Each resource (of any type), among other things, in the project can be:

1. Universal. These resources, Figure 3, are used to determine the personnel requirements for the project, such as carpenters and developers. So very often, in long-term projects, it is not known in advance which particular person is needed to complete a particular task. Therefore, the need is first determined through universal resources, i.e. an available resource is planned for the execution of any random task.

For example, in our project we will need a programmer with knowledge of the C# programming language. But often at the beginning of a project, it is not known which specific person will perform the work. Therefore, a project is initially planned in which the universal resource "C# Programmer" is assigned to a task and using custom enterprise fields (only in Microsoft Project Server or Project Online) determines his knowledge of the C# programming language. The resource sheet (in Microsoft Project Server or Project Online, in the "Resource Center") must have a specific programmer on staff who also has C# programming language proficiency defined using custom enterprise fields (only in Project Server or Project Online). Subsequently, when it becomes necessary to replace a universal resource with an enterprise resource that has the required set of skills and abilities, this can be done using the Create Group dialog box or the Resource Replacement Wizard (these icons are located on the Resources tab and are active only when connected Project Professional 2013 to Project Server 2013 or Project Online).

After detailed project planning, it is desirable to replace generic resources with specific resources.

Generic resources are best used when working with Project Server enterprise resources, as only in this case it is possible to replace generic resources with specific resources according to the selected characteristics.

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

2. Budget. Budgetary resources (labour, material and cost) are used to model the total budget allocated to the project, i.e. allow the project manager to indicate how much funds he has available to compare with the need needed to complete 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 in order to implement the project, it is necessary to spend 323.6 thousand rubles on materials. Comparing the budget resource and the total amount, it will be possible to see the difference, Figure 4.

At the project level, a budget resource can only be assigned to a project summary task.

Figure 4. Comparison of the budget with the actual need

In addition, each type of resource can have two reservation options (allocated or proposed):

· Dedicated(default reservation option) – resource reservation option. A dedicated reservation type means that if a resource is assigned to a task, its load, the time and hours required to complete the work, will be taken into account when analyzing the overall availability and load of the resource. This type of reservation is used if you are sure that a particular resource will perform this work.

If you work with Project Server 2013 or Project Online, then when assigning a dedicated resource to a task and publishing the project (p. 10.3), this dedicated resource will be able to report on the task through the web interface.

· Proposed- resource reservation option, used at the project planning stage, when you are not yet sure whether this resource will perform work in your project or not. Assigning a resource with a "proposed" reservation option does not reduce its availability for work on other projects. Choosing this type of reservation does not affect the availability and loading of the resource. Resources are not leveled against the proposed resources.

When working with Project Server 2013 or Project Online, if you assign a suggested resource to a task and publish the project, the resource will not be able to report on the task through the web interface.

So, Figure 5, in the load graph of the allocated resource, Vaus Klurman, its overload is highlighted in red, and the overload of the proposed resource, Gob Beldof, the overload is shown in the standard color configured for non-overloaded resources.

Figure 5. Committed and proposed resources

The article discusses the resource planning methodology in Microsoft Project.

Types of resources in Microsoft Project and their relationship with reality

After creating a preliminary schedule, you need to move on to resource planning to determine:

Specific executors of tasks;
Responsible for achieving results;
The duration of the task, taking into account the possible limited availability of resources.
The need for materials, equipment, money in a given period of project execution;
Calendar schedule, taking into account the limitations (insufficiency) of resources.

Resources in Microsoft Project are understood as people, machines, mechanisms, equipment, materials, costs / incomes, and three types of resources are supported:

1. Human resources are the company's renewable resources, which include the people, machinery, and equipment needed to complete the project. Through the “labor” type, you must model those resources for which you need to take into account their loading / overloading, sufficiency or insufficiency, for example, loading ten workers. So, if you only have ten workers available, and a project needs fifteen workers, Microsoft Project will show you when one or more workers are missing.

Work resources affect the duration of tasks.

2. Material resources are used to model the materials needed to create a project result. Also:

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

c. Items are modeled through material resources if payment is made in a currency other than the project currency, for example, the purchase of an elevator in dollars.

d. Income or income to the project is modeled through the material type, since the material type of the resource can have its cost value equal to, for example, minus one (-1).

f. Physical volumes (m3, m2, tons) of works are modeled through this type.

3. Cost resources.

Workforce Planning Methodology

People, machines and equipment are needed to "do" a project. The main characteristics of workforce in Microsoft Project are:

Cost - how much it will cost the project to use a particular labor resource;
Availability - when a resource can perform a particular job and how many units of a particular resource are needed to complete the job.

The list of mechanisms and their cost per hour are provided by the department responsible for mechanisms in the company. As a rule, this is the division of the chief mechanic.

Information about human resources can also be stored in:

1. Microsoft Outlook Address Book (tab “Resource – Add Resources – Address Book…), Picture 1;

Figure 1. Creating a resource in Microsoft Project from an Outlook address book

2. Active Directory (tab "Resource - Add resources - Active Directory");

3. Resource pool (“Resource – Resource pool – Use resources from…” tab).

A resource pool is a Microsoft Project file that contains only resources.

4. In the Enterprise Resource Pool on the Microsoft Project Server in the Resource Center view. An enterprise resource pool requires a connection to Project Server 2013 or Project Online.

Figure 2. Adding resources from the address book or Active Directory

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

Figure 3. Resource types

Each resource (of any type), among other things, in the project can be:

1. Universal. These resources, Figure 3, are used to determine the personnel requirements for the project, such as carpenters and developers. So very often, in long-term projects, it is not known in advance which particular person is needed to complete a particular task. Therefore, the need is first determined through universal resources, i.e. to complete the task “Writing code”, which is planned in three months, you need not specifically beloved Nyura Pakhomova, but a C # programmer with more than 3 years of experience.

For example, in our project we will need a programmer with knowledge of the C# programming language. But often at the beginning of a project, it is not known which specific person will perform the work. Therefore, a project is initially planned in which the universal resource "C# Programmer" is assigned to a task and using custom enterprise fields (only in Microsoft Project Server or Project Online) determines his knowledge of the C# programming language. In the resource sheet (in Microsoft Project Server or Project Online, in the "Resource Center"), a specific programmer "Stroustrup Bjorn" must be on staff, who also has his language skills determined using custom enterprise fields (only in Project Server or Project Online) C# programming. Subsequently, when it becomes necessary to replace a universal resource with an enterprise resource that has the required set of skills and abilities, this can be done using the Create Group dialog box or the Resource Replacement Wizard (these icons are located on the Resources tab and are active only when connected Project Professional 2013 to Project Server 2013 or Project Online).

After detailed project planning, it is desirable to replace generic resources with specific resources.

Generic resources are best used when working with Project Server enterprise resources, because only in this case it is possible to replace generic resources with specific resources according to the selected characteristics.

For example, you have a budget for materials in the amount of UAH 350,000. Based on the need for materials in the project, Microsoft Project will calculate that in order to implement the project, it is necessary to spend 323.6 thousand UAH on materials. Comparing the budget resource and the total amount, it will be possible to see the difference, Figure 4.

At the project level, a budget resource can only be assigned to a project summary task.

Figure 4. Comparison of the budget with the actual need

In addition, each type of resource can have two reservation options (allocated or proposed):

Dedicated(default reservation option) – resource reservation option. A dedicated reservation type means that if a resource is assigned to a task, its load, the time and hours required to complete the work, will be taken into account when analyzing the overall availability and load of the resource. This type of reservation is used if you are sure that a particular resource will perform this work.

Proposed- resource reservation option, used at the project planning stage, when you are not yet sure whether this resource will perform work in your project or not. Assigning a resource with a "proposed" reservation option does not reduce its availability for work on other projects. Choosing this type of reservation does not affect the availability and loading of the resource. Resources are not leveled against the proposed resources.

So, Figure 5, in the load graph of the dedicated resource, Vaus Klurman, its overload is highlighted in red, and the overload of the proposed resource, Gob Beldof, the overload is shown in the standard color configured for non-overloaded resources.

Figure 5. Committed and proposed resources

Editing Resource Properties

To change the properties of a particular resource (name, cost, availability), you can either:

Click on it with the left mouse button, or;
Right-click on it and select "Details" from the menu, or;
On the Resource tab, click the Details button.

On the General tab, you can set:

Resource name;
His email and name account(only for labor resources);
Reservation type (dedicated or proposed);
Short name;
Group, i.e. to which group of resources this or that resource will belong (ITR, Workers, etc.). These groups are created by the user;
Code for docking with different systems;
Type (labor, material or costs);
Material unit of measure for material resources;
Type of resource (universal or not, budget or not), Figure 6;
Resource calendar (working hours, exceptions, vacation), Figure 7;
resource availability, Figure 8. For example, if there are two cranes, then in the event of scheduled preventive maintenance (PPR) of one of them, in the “Resource Availability” area, you need to specify the range when only one crane will be available.

Figure 6. Information about the resource. General tab

Figure 7. Vacation setting in the resource calendar

Figure 8. Availability Modeling

The "Details" window on the "Costs" tab contains information related to the cost of the resource, Figure 9.

Figure 9. Information about the resource. Costs tab

If you need to provide for a project to change the standard rate over time, you must select the effective date of the current rate and specify a new rate that will be valid from the new effective date.

For example, if your standard "Architect" rate increases by 10% from the first of May, you need to enter the date of the new rate "01.05.11" and the rate change percentage "10%". If you don't enter an effective date, but only a percent change, then the new rate's effective date will be equal to the current date. By entering "-10%" you will reduce the standard rate by 10%

In the "Overtime rate" field, you specify the amount of money that you are going to pay resources for overtime. It is important to understand that if you have an eight-hour working day, and the resource works 10 hours a day, then the system will not automatically enter two hours of overtime as processing. When entering the actual information on the task, you will need to indicate on your own in the "Actual overtime work" field how much overtime this or that resource has worked.

The “Use Costs” field indicates the amount that needs to be paid for attracting a resource, for example, in addition to paying the cost of an hour of operation of that crane, you need to pay the cost of its supply.

As a rule, the standard rate is indicated as the cost of an hour of work. You can also specify in the "Standard Rate" field the cost of a week or a month of work. But a month, from the point of view of Microsoft Project, is usually 20 working days, and if you have 22 working days in a month, then for a resource whose standard rate is indicated as "20,000 UAH / month", its cost will be automatically recalculated according to the number of working days in a month, Figure 10.

Figure 10. Recalculation of the cost of the resource when specifying the standard rate per month

You can also set five different cost rates for each resource. Cost rate table - a set of information about rates and rates for a resource, including standard rate, rate overtime work, any usage costs, and the date the charge rate takes effect. For example, a "Bricklayer" for laying at a height of up to three meters above the ground can receive a rate of 45 UAH / h, and for work at a height of more than three meters, he can receive a rate of 50 UAH / h.

In addition, Microsoft Project provides three ways to accrue planned resource costs and allocate actual project costs:

At the beginning (costs are charged at the beginning of the task);
At the end (costs are charged at the end of the task);
Proportional (costs are distributed proportionally in the process of completing the task), Figure 11.

Figure 11. Write-off / accrual options

On the Notes tab, Figure 12, Can:

Enter the necessary information about the resource;
Attach an object / document.

Any reasons for a change, such as in wages, should be recorded on the Notes tab. Although, to be honest, you can start looking for this or that information in notes from hundreds of resources

Instead of attaching documents (OLEG), it is best to indicate a link to a particular document.

Figure 12. Resource details. Notes tab

The Custom Fields tab displays a list of custom fields associated with the resource and, if connected to Microsoft Project Server, corporate fields.

Figure 13. Information about the resource. Custom Fields Tab

In addition to all the above fields in the resource sheet, the most important field for labor resources is the “Max. Units, which specifies:

Or the list number of workers, i.e. how many are in the state (for example, 10 masons);
Or, if a person is alone, he can indicate how much he is ready to engage in projects. So if 0.5 or 50% is indicated opposite the person, depending on the settings, this means that he will be able to pay attention to the project tasks for half of his time, for example, 4 hours a day from an eight-hour calendar, Figure 14.

Figure 14. Maximum resource availability

Material resource planning methodology

The formation of a list of material resources (materials) will make it possible, by assigning materials to tasks, to determine the need for materials distributed over time, and also to find out the cost of each material and the cost of all materials.

The list of material resources is formed in the Resource List view. For material resources, the type "Material" is selected.

The source of information for filling the list of materials can be an estimate, production and technical department (a department that determines the need for materials for a particular project) or a supply department (a department responsible for the supply of materials and equipment in a company). The Procurement Department must also provide the project scheduler in Microsoft Project with information to update material information if prices change or new materials become available.

In order to quickly assign the type “Material” to material resources, you need to assign the type “Material” to the first material in the list, select labor types materials, right-click on the type of the first material and select "Fill Down" from the menu, Figure 15.

Figure 15. Setting the type through the "Fill down" function

Property Differences material resource from the properties of the labor resource are:

Ability to specify the unit of measurement of materials (thousand pieces, mp, tons, etc.);
The column "Standard rate" indicates the cost per unit of material, Figure 16.

Figure 16. Editing the properties of a resource of the "Materials" type

The standard rate for both material and labor resources can be specified with a negative value. This feature is used to simulate the receipt of money in the project, mutual settlements, fines, etc.

Cost Resource Planning Methodology

In Microsoft Project, a cost resource is an independent cost (does not depend on the duration of a task / project) that needs to be associated with a project task or project (for example, the cost of an air ticket).

But for modeling costs that depend on the duration of tasks or projects, this type of resource is not suitable.

Also, a costly resource does not allow modeling the change in costs over time, the multicurrency of the project, the flow of money into the project (profit). To model all this, I use material resources.

Figure 17. Editing the properties of a resource of the "Costs" type

The difference between the properties of a costly resource and others is that it is not possible to specify either its unit of measurement or the cost of a resource unit, Figure 17.

We've covered the basics of project management in Microsoft Project 2010. It's time to get to grips with resource management.

Resources are of various types. For example, during construction, these will be materials (brick, cement, boards, nails, etc.), own and hired work force, cars (delivery of goods, digging a ditch, etc.), cash and others. By distributing them by tasks, you can determine the total cost of the project and control budget expenses.

Let's look at a simplified resource management model using the example of developing a website (see Figure 1).

Picture 1 - Educational project website development

Resource management

To get started with managing resources, you first need to make a list of them. To do this, select Resource sheet drop down list View tabs Task(see Fig. 2). You may be more comfortable with another way to navigate between the components of the project - through the context menu of the leftmost bar.

Drawing2 - Go to the resource sheet

The resource sheet looks like a normal Excel spreadsheet. Let's start filling.

The site development project includes costs mainly for the salaries of employees. In Project 2010 you can assign different types payment for work: hourly and piecework (i.e. fixed). Let people work in our company who are able to perform all types of work except for the promotion of the site, which will be done by a student for 3,000 rubles. Let's label each worker on the resource sheet.

In field Resource name specify the employee (position or last name) - programmer. Type- labor. Max. units - 100%. standard rate- 100 rubles per hour (arbitrary figure). accrual- proportional. Basic calendar- Standard.

Similarly, fill in the lines for the “idea generator”, designer, layout designer and content manager. And for the SEO student, we will assign the type Expenses. This will allow you to specify a fixed amount in the future.

Indirect costs of the project (electricity, Internet, telephone, rent, etc.) we will not consider yet. The final result can be seen in Figure 3.

Drawing3 - Resource Sheet

To allocate available resources to tasks, return to the Gantt chart view and click Assign Resources tabs Resource(see Fig. 4).

Drawing4 - Resource assignment button

A window will open with the previously entered list (see Fig. 5). It is quite convenient to work with him, because. it allows you to work with other windows of the program, and at the same time does not fade into the background when navigating through the project.

Highlight the task, then the desired resource and click the button Appoint.

Drawing5 - Resource Assignment

Of course, you can assign an SEO resource for promotion in this way, but it will not take part in accounting for the total cost until you specify a specific amount in the field Expenses(See Fig. 6). When resource allocation is complete, you can close the floating window.

Drawing6 - Assign fixed costs for promotion

On the Gantt chart near the time O all resources will be displayed on the first segment (you can assign several resources), but this is not very informative. I would like to see more and specific monetary costs. Of course, the developers of Project 2010 have foreseen this.

From the context menu of the task list header, select Insert column(See Fig. 7).

Drawing7 - Inserting a new column

On a huge list available options select Expenses, or enter a word from the keyboard (see Fig. 8).

Drawing8 - Column type selection

Project 2010 will calculate site development costs based on the actual workload of employees and their salary, which will be displayed in a new column (see Fig. 9).

Drawing9 - Website Development Costs

The project summary task line will show the total cost of the project. If you adjust the duration of the work or wages employees, the program will automatically recalculate the totals.

In this form, you can use Project 2010 to prepare estimates for the customer.

Conclusion

We have considered only the basic features of Microsoft Project 2010 for resource management. But the program has great potential for a manager: currency resources of variable cost, overhead, availability and overload of resources, many tricks and tricks effective management. I use the basic functionality of Project 2010, you will gradually gain experience and be able to significantly improve the organizational part of your work.