Assigning tasks to a group of resources

  • Thread starter Peter in Projects
  • Start date
P

Peter in Projects

All,

In assigning resources to my project (I’m using MS Project 2000), I would
like to group resources that also have individual jobs assigned to them. For
example, Tom, Dick and Harry in the “sales†department have their own tasks
to do, but also need to get together in a workshop (maybe together with a
dozen others from “back officeâ€, “engineering†and “managementâ€), in order to
keep abreast with their colleagues’ status, progress etc.

How do I now assign specific tasks (this workshop) to a group (“salesâ€,
“back officeâ€, “engineering†or “managementâ€), such that those tasks will
actually show up in the resource usage graph for each individual staff member
that is part of that group?

One step further still, could I also assign staff members to multiple
groups? For example, each department may only have one staff member at each
location A, B and C. Now at each location, I want people to regularly meet up
with each other, irrespective of their profession. Could I therefore assign
one staff member of “salesâ€, “back officeâ€, “engineering†or “managementâ€
each, to location A, B and C, and then assign a task (weekly meeting) to
everyone in those respective locations?

So, I’d like to assign a weekly meeting to all staff in location A, so Tom
and his “back officeâ€, “engineering†and “management†colleagues at that
particular location, and I’d like to assign a weekly meeting to everybody in
“salesâ€, so Tom, Dick and Harry, across different locations.

Since there may be far more departments, which may also be much bigger and
across more locations than in my above example, more permutations and
combinations will have to be possible. Therefore, I don’t want to manually
select the people that need to be present during each of the meetings, but
instead would like to assign the tasks to everyone in a particular group.

It’s like grouping staff in e-mail groups in MS Outlook, and just sending
one mail to such a group. Everyone can be part of an unlimited number of
groups and everyone in such group will receive the same e-mail. I’m sure this
is not an uncommon request, but I can’t find anything in MS Projects that
will actually do the trick.

Who could advise me how to do this?

Thanks, Peter
 
G

Gérard Ducouret

Hello Peter

Answers - often negative ;-( - are enbedded in the text

Gérard Ducouret

"Peter in Projects" <Peter in (e-mail address removed)> a écrit
dans le message de
All,

In assigning resources to my project (I'm using MS Project 2000), I would
like to group resources that also have individual jobs assigned to them. For
example, Tom, Dick and Harry in the "sales" department have their own tasks
to do, but also need to get together in a workshop (maybe together with a
dozen others from "back office", "engineering" and "management"), in order to
keep abreast with their colleagues' status, progress etc.

How do I now assign specific tasks (this workshop) to a group ("sales",
"back office", "engineering" or "management"), such that those tasks will
actually show up in the resource usage graph for each individual staff member
that is part of that group?
ANSWER : MS Project doesn't allow this feature.
One step further still, could I also assign staff members to multiple
groups? For example, each department may only have one staff member at each
location A, B and C. Now at each location, I want people to regularly meet up
with each other, irrespective of their profession. Could I therefore assign
one staff member of "sales", "back office", "engineering" or "management"
each, to location A, B and C, and then assign a task (weekly meeting) to
everyone in those respective locations?
ANSWER : The short answer is No ! With cutom fields you can assign a
"Location" to each resource, but Project 2000, as far as I remember, doesn't
present filters in the Assign Resource dialog.
So, I'd like to assign a weekly meeting to all staff in location A, so Tom
and his "back office", "engineering" and "management" colleagues at that
particular location, and I'd like to assign a weekly meeting to everybody in
"sales", so Tom, Dick and Harry, across different locations.
ANSWER : you have to do these assignments manually
Since there may be far more departments, which may also be much bigger and
across more locations than in my above example, more permutations and
combinations will have to be possible. Therefore, I don't want to manually
select the people that need to be present during each of the meetings, but
instead would like to assign the tasks to everyone in a particular group.
ANSWER : Not possible
 
P

Peter in Projects

Gérard, merci beaucoup pour votre réponse (and that's about as far as my
French goes). Anyway, I already figured that it was not possible since I did
quite some searching in MS Projects.

Still, if there's anyone who can prove Gérard and myself wrong, please do
so. I can't believe such a common feature has not been built into this
program, so I just hope both Gérard and myself should have been searching
some more . . . . .Who can help?
 

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