Cost Tables, Proposals and Macros OH MY!

K

Karl

I got asked to look at a new Project Server 2007 implementation and see about
customizing it a bit, but I'm completely new to it, and was hoping for some
help.

First each resource has a cost table, which you can specify different rates
(A, B, C, D, E). However, in the resource list, I can't figure out how to get
any of the rates other than A show up. Of the existing columns, on Standard
Rate is available, which displays the value in A.

Secondly, when we create a new proposal, we don't want to assign specific
resources just yet. Instead we'd like to assign groups (say, Junior Designer,
Senior Writer, etc). However, this doesn't seem possible (the user <--> group
relationship seems quite limited). My solution is to create placeholder
users, say "Junior Designer", but was curious if there might not be a better
solution.

Finally, how do I go about making a macro available to all users? How can I
do group-based authentication on macros? And, how can I make macro's run for
any newly created project? I haven't looked too much into this yet, so a
simple link with related information would be useful.

Cheers,
Karl
 
P

Paul Conroy

Resource cost rates are applied at the assignment level and not the task
level. To change the cost rate on the assignment, open the resource usage
view, then click on the assignment (task name). You will then be able to
change the rate in the appearing dialogue.

Typically "Generic Resources" are used when the named resources have yet to
be determined. You configure generic resources from within the resource
object, there's a radio button for you to select. You can additionaly used
custom fields to match generic resources with named resources where they have
common values. ie you may have a skills custom field which has a value of
"Junior Designer". If this value is assigned to a generic resources "Junior
Designer" as well as named resources, you will be able to match against these
in the Build Team from Enterprise Dialogue in Proj Pro. When creating custom
fields for matching, make you you select the option in the custom field setup
which allows it to be used for matching.

To make macro's available across the enterprise, you need to include them in
the Enterprise Global Template. Placing them in the Project.Open event will
cause the macro to fire each time a project is opened. You also need to
ensure that the macro level security is set appropriately on each of the
clients. For details on macros/VBA can be found in the SDK, additionally
Project Experts produce a book which goes into detail on VBA for MS Project.

HTH

Paul
 
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