Manage Production Resources By Project

F

fkistner

I need to know what is the best way to measure production support resources
on projects --- this would be a way to track outsourced and internal
resources --- either through Project Management Software or through Access
Database --- thanks!
 
B

B Sai Prasad [PMP]

Dear Microsoft Office Project user,

I understand the question as you want to measure the resource usage of
outsourced and internal resources of your project.

If you are looking for a solution in Microsoft Office Project standalone
edition, my suggestion is two-phased approach.

Phase 1: Custom field for resource.
1. Change your view to Resource Sheet.
2. You need to have a custom field, say "Internal", for resources. Select
Tools > Customize, Fields.
3. Select "Flag" as Type of the custom field and rename "Flag1" to
"Internal". Click on OK.
4. Insert the column "Internal" in your resource sheet and classify the
resources based on this field.

Phase 2: Measurement
1. Change your view to Resource Usage / Resource Sheet
2. Choose Project > Group By:, Customize Group By.
3. Select "Internal" in Group By field.
4. Click "OK". Resource details would be grouped under Internal: True and
Internal: False.
5. Customize the view to display the required details.

If you are looking for a solution from Microsoft Office Project server, I
request you to post this question under Microsoft Office Project Server DF
[http://www.microsoft.com/office/com...microsoft.public.project.server&lang=en&cr=US]

Please let us know if this helps.

Regards
Sai [PMP]
 
F

fkistner

Thank you for your swift response --- to make this even more complex ---
imagine that I have production support resources that are US based & Non-US
based that are dedicated to multiple projects and I needed to know at any
given time things like: who was available to work an extra 10 hours; who was
going over in hours on a certain project; which project was approaching
maximum hours or dollars; items like that -- what is happening is that we are
growing from a handful of production support resources both locally and
internationally and we need to be able to easily manage this change --- any
input would be helpful --- a dummy template would be outstanding & that maybe
I could plug in project names, resource names, dollars, hours, something that
could easily be tweaked --- I hope that is not asking too much --- I am not
very well versed in Microsoft Project a real beginner, so something is far
better than I have now --- thank you so much!!!
--
flojoe


B Sai Prasad said:
Dear Microsoft Office Project user,

I understand the question as you want to measure the resource usage of
outsourced and internal resources of your project.

If you are looking for a solution in Microsoft Office Project standalone
edition, my suggestion is two-phased approach.

Phase 1: Custom field for resource.
1. Change your view to Resource Sheet.
2. You need to have a custom field, say "Internal", for resources. Select
Tools > Customize, Fields.
3. Select "Flag" as Type of the custom field and rename "Flag1" to
"Internal". Click on OK.
4. Insert the column "Internal" in your resource sheet and classify the
resources based on this field.

Phase 2: Measurement
1. Change your view to Resource Usage / Resource Sheet
2. Choose Project > Group By:, Customize Group By.
3. Select "Internal" in Group By field.
4. Click "OK". Resource details would be grouped under Internal: True and
Internal: False.
5. Customize the view to display the required details.

If you are looking for a solution from Microsoft Office Project server, I
request you to post this question under Microsoft Office Project Server DF
[http://www.microsoft.com/office/com...microsoft.public.project.server&lang=en&cr=US]

Please let us know if this helps.

Regards
Sai [PMP]


fkistner said:
I need to know what is the best way to measure production support resources
on projects --- this would be a way to track outsourced and internal
resources --- either through Project Management Software or through Access
Database --- thanks!
 
B

B Sai Prasad [PMP]

Dear Microsoft Office Project user,

I understand that you are a beginner to Microsoft Office Project, but I can
assure you that all your requirements can be satisified and made simple, if
you follow the below minimal steps properly in Microsoft Office Project
1. Gantt Sheet view for task entry
2. Resource Sheet view for resource details entry
3. Assign Resources opition on the Standard toolbar for assigning resources
to individual / multiple tasks.

Hoping you have created the schedule, I am providing some quick approaches
which would answer most of your the requirements in your earlier mail.
1. First, classify if your requirement as is it towards resources or tasks.
If your requirement is towards resources, change your view to Resource Usage
else Gantt Sheet. For example about your requirement on who was available to
work an extra 10 hours, is resource oriented. So, the view should be
Resource Usage
2. Customize your view according to your needs. It could be combination of
grouping fields, filtering columns, or even inserting fields to the view. For
example, to know the resources who are available to work for extra 10 hours,
indicates you wanted to know the remaining availabilty of the resource for a
day or week. In the time-phased (right hand side) of Resource Usage view,
right click and choose "Remaining Availability" field. This field would
indicate the hours the resource is available to work.
3. Zoom-In / Zoom-Out: The advantage you would have in any timescale based
view is the you can zoom-in to hourly basis and zoom-out to weekly / monthly
/ yearly basis.

You required a template to fill in the data and which projects the other
data required. Each user has varied requirements in terms of entry, analysis
and projection of data from Microsoft Office Project.

So, my suggestion is trying customizing the view to satisfy your own unique
requirement. If you need any help in terms on what the field represents, you
see the exhaustive and descriptive F1 help of Microsoft Office Project, or
just do a post in this forum :)

Please let us know if this helps.

Regards
Sai [PMP]


fkistner said:
Thank you for your swift response --- to make this even more complex ---
imagine that I have production support resources that are US based & Non-US
based that are dedicated to multiple projects and I needed to know at any
given time things like: who was available to work an extra 10 hours; who was
going over in hours on a certain project; which project was approaching
maximum hours or dollars; items like that -- what is happening is that we are
growing from a handful of production support resources both locally and
internationally and we need to be able to easily manage this change --- any
input would be helpful --- a dummy template would be outstanding & that maybe
I could plug in project names, resource names, dollars, hours, something that
could easily be tweaked --- I hope that is not asking too much --- I am not
very well versed in Microsoft Project a real beginner, so something is far
better than I have now --- thank you so much!!!
--
flojoe


B Sai Prasad said:
Dear Microsoft Office Project user,

I understand the question as you want to measure the resource usage of
outsourced and internal resources of your project.

If you are looking for a solution in Microsoft Office Project standalone
edition, my suggestion is two-phased approach.

Phase 1: Custom field for resource.
1. Change your view to Resource Sheet.
2. You need to have a custom field, say "Internal", for resources. Select
Tools > Customize, Fields.
3. Select "Flag" as Type of the custom field and rename "Flag1" to
"Internal". Click on OK.
4. Insert the column "Internal" in your resource sheet and classify the
resources based on this field.

Phase 2: Measurement
1. Change your view to Resource Usage / Resource Sheet
2. Choose Project > Group By:, Customize Group By.
3. Select "Internal" in Group By field.
4. Click "OK". Resource details would be grouped under Internal: True and
Internal: False.
5. Customize the view to display the required details.

If you are looking for a solution from Microsoft Office Project server, I
request you to post this question under Microsoft Office Project Server DF
[http://www.microsoft.com/office/com...microsoft.public.project.server&lang=en&cr=US]

Please let us know if this helps.

Regards
Sai [PMP]


fkistner said:
I need to know what is the best way to measure production support resources
on projects --- this would be a way to track outsourced and internal
resources --- either through Project Management Software or through Access
Database --- thanks!
 
F

fkistner

Hi Sai

By chance do you have or can you create a simple template by what I have
shared with you --- something that I can tweak and come back to you w/?'s ---
thanks!!!
--
flojoe


B Sai Prasad said:
Dear Microsoft Office Project user,

I understand that you are a beginner to Microsoft Office Project, but I can
assure you that all your requirements can be satisified and made simple, if
you follow the below minimal steps properly in Microsoft Office Project
1. Gantt Sheet view for task entry
2. Resource Sheet view for resource details entry
3. Assign Resources opition on the Standard toolbar for assigning resources
to individual / multiple tasks.

Hoping you have created the schedule, I am providing some quick approaches
which would answer most of your the requirements in your earlier mail.
1. First, classify if your requirement as is it towards resources or tasks.
If your requirement is towards resources, change your view to Resource Usage
else Gantt Sheet. For example about your requirement on who was available to
work an extra 10 hours, is resource oriented. So, the view should be
Resource Usage
2. Customize your view according to your needs. It could be combination of
grouping fields, filtering columns, or even inserting fields to the view. For
example, to know the resources who are available to work for extra 10 hours,
indicates you wanted to know the remaining availabilty of the resource for a
day or week. In the time-phased (right hand side) of Resource Usage view,
right click and choose "Remaining Availability" field. This field would
indicate the hours the resource is available to work.
3. Zoom-In / Zoom-Out: The advantage you would have in any timescale based
view is the you can zoom-in to hourly basis and zoom-out to weekly / monthly
/ yearly basis.

You required a template to fill in the data and which projects the other
data required. Each user has varied requirements in terms of entry, analysis
and projection of data from Microsoft Office Project.

So, my suggestion is trying customizing the view to satisfy your own unique
requirement. If you need any help in terms on what the field represents, you
see the exhaustive and descriptive F1 help of Microsoft Office Project, or
just do a post in this forum :)

Please let us know if this helps.

Regards
Sai [PMP]


fkistner said:
Thank you for your swift response --- to make this even more complex ---
imagine that I have production support resources that are US based & Non-US
based that are dedicated to multiple projects and I needed to know at any
given time things like: who was available to work an extra 10 hours; who was
going over in hours on a certain project; which project was approaching
maximum hours or dollars; items like that -- what is happening is that we are
growing from a handful of production support resources both locally and
internationally and we need to be able to easily manage this change --- any
input would be helpful --- a dummy template would be outstanding & that maybe
I could plug in project names, resource names, dollars, hours, something that
could easily be tweaked --- I hope that is not asking too much --- I am not
very well versed in Microsoft Project a real beginner, so something is far
better than I have now --- thank you so much!!!
--
flojoe


B Sai Prasad said:
Dear Microsoft Office Project user,

I understand the question as you want to measure the resource usage of
outsourced and internal resources of your project.

If you are looking for a solution in Microsoft Office Project standalone
edition, my suggestion is two-phased approach.

Phase 1: Custom field for resource.
1. Change your view to Resource Sheet.
2. You need to have a custom field, say "Internal", for resources. Select
Tools > Customize, Fields.
3. Select "Flag" as Type of the custom field and rename "Flag1" to
"Internal". Click on OK.
4. Insert the column "Internal" in your resource sheet and classify the
resources based on this field.

Phase 2: Measurement
1. Change your view to Resource Usage / Resource Sheet
2. Choose Project > Group By:, Customize Group By.
3. Select "Internal" in Group By field.
4. Click "OK". Resource details would be grouped under Internal: True and
Internal: False.
5. Customize the view to display the required details.

If you are looking for a solution from Microsoft Office Project server, I
request you to post this question under Microsoft Office Project Server DF
[http://www.microsoft.com/office/com...microsoft.public.project.server&lang=en&cr=US]

Please let us know if this helps.

Regards
Sai [PMP]


:

I need to know what is the best way to measure production support resources
on projects --- this would be a way to track outsourced and internal
resources --- either through Project Management Software or through Access
Database --- thanks!
 
B

B Sai Prasad [PMP]

Dear Microsoft Office Project user,

Your requirement involves multiple projects integrated in master project. I
recommed you to search for "Insert subprojects into a master project" in
Microsoft Office Project help.

I have created simple schedule to help you out. Please download the schedule
from http://tinyurl.com/2ueo7a (or)
http://sais-file-share.googlegroups.com/web/Sample Schedul
e%20for%20fkistner.mpp?gda=8T43LlMAAAB14J1P5gRWAiUUru1Opy6RY
nF8lZKoIRGef2Rvto0C6aEfD8gizBqda3A8nb_OSkclV8czGO-82CEtSSW1y
9mDDhe4XeuCoWFGIMiuDYc0VI_ZKGiggdLVAZsc6Pvgimk

1. who was available to work an extra 10 hours;
Answer: Change the view to Resource Usage, you would find the remaining
availabilty as row field in time-phased pane.

2. who was going over in hours on a certain project;
Answer: Choose Project > Filter By: ... > More Filters. Select either
Resources/Assignments With Overtime (or) Overallocated Resources.

3. which project was approaching maximum hours or dollars;
Answer: Once you have inserted the sub project into master project, the work
colum of the sub project would indicate the total work of the sub project.
This can be used to comparing with other sub projects in the master project.

Please let me know if this helps.

Regards
Sai [PMP]


fkistner said:
Hi Sai

By chance do you have or can you create a simple template by what I have
shared with you --- something that I can tweak and come back to you w/?'s ---
thanks!!!
--
flojoe


B Sai Prasad said:
Dear Microsoft Office Project user,

I understand that you are a beginner to Microsoft Office Project, but I can
assure you that all your requirements can be satisified and made simple, if
you follow the below minimal steps properly in Microsoft Office Project
1. Gantt Sheet view for task entry
2. Resource Sheet view for resource details entry
3. Assign Resources opition on the Standard toolbar for assigning resources
to individual / multiple tasks.

Hoping you have created the schedule, I am providing some quick approaches
which would answer most of your the requirements in your earlier mail.
1. First, classify if your requirement as is it towards resources or tasks.
If your requirement is towards resources, change your view to Resource Usage
else Gantt Sheet. For example about your requirement on who was available to
work an extra 10 hours, is resource oriented. So, the view should be
Resource Usage
2. Customize your view according to your needs. It could be combination of
grouping fields, filtering columns, or even inserting fields to the view. For
example, to know the resources who are available to work for extra 10 hours,
indicates you wanted to know the remaining availabilty of the resource for a
day or week. In the time-phased (right hand side) of Resource Usage view,
right click and choose "Remaining Availability" field. This field would
indicate the hours the resource is available to work.
3. Zoom-In / Zoom-Out: The advantage you would have in any timescale based
view is the you can zoom-in to hourly basis and zoom-out to weekly / monthly
/ yearly basis.

You required a template to fill in the data and which projects the other
data required. Each user has varied requirements in terms of entry, analysis
and projection of data from Microsoft Office Project.

So, my suggestion is trying customizing the view to satisfy your own unique
requirement. If you need any help in terms on what the field represents, you
see the exhaustive and descriptive F1 help of Microsoft Office Project, or
just do a post in this forum :)

Please let us know if this helps.

Regards
Sai [PMP]


fkistner said:
Thank you for your swift response --- to make this even more complex ---
imagine that I have production support resources that are US based & Non-US
based that are dedicated to multiple projects and I needed to know at any
given time things like: who was available to work an extra 10 hours; who was
going over in hours on a certain project; which project was approaching
maximum hours or dollars; items like that -- what is happening is that we are
growing from a handful of production support resources both locally and
internationally and we need to be able to easily manage this change --- any
input would be helpful --- a dummy template would be outstanding & that maybe
I could plug in project names, resource names, dollars, hours, something that
could easily be tweaked --- I hope that is not asking too much --- I am not
very well versed in Microsoft Project a real beginner, so something is far
better than I have now --- thank you so much!!!
--
flojoe


:

Dear Microsoft Office Project user,

I understand the question as you want to measure the resource usage of
outsourced and internal resources of your project.

If you are looking for a solution in Microsoft Office Project standalone
edition, my suggestion is two-phased approach.

Phase 1: Custom field for resource.
1. Change your view to Resource Sheet.
2. You need to have a custom field, say "Internal", for resources. Select
Tools > Customize, Fields.
3. Select "Flag" as Type of the custom field and rename "Flag1" to
"Internal". Click on OK.
4. Insert the column "Internal" in your resource sheet and classify the
resources based on this field.

Phase 2: Measurement
1. Change your view to Resource Usage / Resource Sheet
2. Choose Project > Group By:, Customize Group By.
3. Select "Internal" in Group By field.
4. Click "OK". Resource details would be grouped under Internal: True and
Internal: False.
5. Customize the view to display the required details.

If you are looking for a solution from Microsoft Office Project server, I
request you to post this question under Microsoft Office Project Server DF
[http://www.microsoft.com/office/com...microsoft.public.project.server&lang=en&cr=US]

Please let us know if this helps.

Regards
Sai [PMP]


:

I need to know what is the best way to measure production support resources
on projects --- this would be a way to track outsourced and internal
resources --- either through Project Management Software or through Access
Database --- thanks!
 
B

B Sai Prasad [PMP]

URL is updated. Please use http://tinyurl.com/3af6ky

Regards
Sai [PMP]


B Sai Prasad said:
Dear Microsoft Office Project user,

Your requirement involves multiple projects integrated in master project. I
recommed you to search for "Insert subprojects into a master project" in
Microsoft Office Project help.

I have created simple schedule to help you out. Please download the schedule
from http://tinyurl.com/2ueo7a (or)
http://sais-file-share.googlegroups.com/web/Sample Schedul
e%20for%20fkistner.mpp?gda=8T43LlMAAAB14J1P5gRWAiUUru1Opy6RY
nF8lZKoIRGef2Rvto0C6aEfD8gizBqda3A8nb_OSkclV8czGO-82CEtSSW1y
9mDDhe4XeuCoWFGIMiuDYc0VI_ZKGiggdLVAZsc6Pvgimk

1. who was available to work an extra 10 hours;
Answer: Change the view to Resource Usage, you would find the remaining
availabilty as row field in time-phased pane.

2. who was going over in hours on a certain project;
Answer: Choose Project > Filter By: ... > More Filters. Select either
Resources/Assignments With Overtime (or) Overallocated Resources.

3. which project was approaching maximum hours or dollars;
Answer: Once you have inserted the sub project into master project, the work
colum of the sub project would indicate the total work of the sub project.
This can be used to comparing with other sub projects in the master project.

Please let me know if this helps.

Regards
Sai [PMP]


fkistner said:
Hi Sai

By chance do you have or can you create a simple template by what I have
shared with you --- something that I can tweak and come back to you w/?'s ---
thanks!!!
--
flojoe


B Sai Prasad said:
Dear Microsoft Office Project user,

I understand that you are a beginner to Microsoft Office Project, but I can
assure you that all your requirements can be satisified and made simple, if
you follow the below minimal steps properly in Microsoft Office Project
1. Gantt Sheet view for task entry
2. Resource Sheet view for resource details entry
3. Assign Resources opition on the Standard toolbar for assigning resources
to individual / multiple tasks.

Hoping you have created the schedule, I am providing some quick approaches
which would answer most of your the requirements in your earlier mail.
1. First, classify if your requirement as is it towards resources or tasks.
If your requirement is towards resources, change your view to Resource Usage
else Gantt Sheet. For example about your requirement on who was available to
work an extra 10 hours, is resource oriented. So, the view should be
Resource Usage
2. Customize your view according to your needs. It could be combination of
grouping fields, filtering columns, or even inserting fields to the view. For
example, to know the resources who are available to work for extra 10 hours,
indicates you wanted to know the remaining availabilty of the resource for a
day or week. In the time-phased (right hand side) of Resource Usage view,
right click and choose "Remaining Availability" field. This field would
indicate the hours the resource is available to work.
3. Zoom-In / Zoom-Out: The advantage you would have in any timescale based
view is the you can zoom-in to hourly basis and zoom-out to weekly / monthly
/ yearly basis.

You required a template to fill in the data and which projects the other
data required. Each user has varied requirements in terms of entry, analysis
and projection of data from Microsoft Office Project.

So, my suggestion is trying customizing the view to satisfy your own unique
requirement. If you need any help in terms on what the field represents, you
see the exhaustive and descriptive F1 help of Microsoft Office Project, or
just do a post in this forum :)

Please let us know if this helps.

Regards
Sai [PMP]


:

Thank you for your swift response --- to make this even more complex ---
imagine that I have production support resources that are US based & Non-US
based that are dedicated to multiple projects and I needed to know at any
given time things like: who was available to work an extra 10 hours; who was
going over in hours on a certain project; which project was approaching
maximum hours or dollars; items like that -- what is happening is that we are
growing from a handful of production support resources both locally and
internationally and we need to be able to easily manage this change --- any
input would be helpful --- a dummy template would be outstanding & that maybe
I could plug in project names, resource names, dollars, hours, something that
could easily be tweaked --- I hope that is not asking too much --- I am not
very well versed in Microsoft Project a real beginner, so something is far
better than I have now --- thank you so much!!!
--
flojoe


:

Dear Microsoft Office Project user,

I understand the question as you want to measure the resource usage of
outsourced and internal resources of your project.

If you are looking for a solution in Microsoft Office Project standalone
edition, my suggestion is two-phased approach.

Phase 1: Custom field for resource.
1. Change your view to Resource Sheet.
2. You need to have a custom field, say "Internal", for resources. Select
Tools > Customize, Fields.
3. Select "Flag" as Type of the custom field and rename "Flag1" to
"Internal". Click on OK.
4. Insert the column "Internal" in your resource sheet and classify the
resources based on this field.

Phase 2: Measurement
1. Change your view to Resource Usage / Resource Sheet
2. Choose Project > Group By:, Customize Group By.
3. Select "Internal" in Group By field.
4. Click "OK". Resource details would be grouped under Internal: True and
Internal: False.
5. Customize the view to display the required details.

If you are looking for a solution from Microsoft Office Project server, I
request you to post this question under Microsoft Office Project Server DF
[http://www.microsoft.com/office/com...microsoft.public.project.server&lang=en&cr=US]

Please let us know if this helps.

Regards
Sai [PMP]


:

I need to know what is the best way to measure production support resources
on projects --- this would be a way to track outsourced and internal
resources --- either through Project Management Software or through Access
Database --- thanks!
 
M

Mike Glen

Hi flojoe,

Welcome to this Microsoft Project newsgroup :)

As a beginner, you might like to have a look at my series on Microsoft
Project in the TechTrax ezine, at this site: http://tinyurl.com/2xbhc or
this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the articles before leaving the site, :)
Thanks.)

FAQs, companion products and other useful Project information can be seen at
this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on :)

Mike Glen
MS Project MVP


fkistner said:
Thank you for your swift response --- to make this even more complex ---
imagine that I have production support resources that are US based &
Non-US
based that are dedicated to multiple projects and I needed to know at any
given time things like: who was available to work an extra 10 hours; who
was
going over in hours on a certain project; which project was approaching
maximum hours or dollars; items like that -- what is happening is that we
are
growing from a handful of production support resources both locally and
internationally and we need to be able to easily manage this change ---
any
input would be helpful --- a dummy template would be outstanding & that
maybe
I could plug in project names, resource names, dollars, hours, something
that
could easily be tweaked --- I hope that is not asking too much --- I am
not
very well versed in Microsoft Project a real beginner, so something is far
better than I have now --- thank you so much!!!
--
flojoe


B Sai Prasad said:
Dear Microsoft Office Project user,

I understand the question as you want to measure the resource usage of
outsourced and internal resources of your project.

If you are looking for a solution in Microsoft Office Project standalone
edition, my suggestion is two-phased approach.

Phase 1: Custom field for resource.
1. Change your view to Resource Sheet.
2. You need to have a custom field, say "Internal", for resources. Select
Tools > Customize, Fields.
3. Select "Flag" as Type of the custom field and rename "Flag1" to
"Internal". Click on OK.
4. Insert the column "Internal" in your resource sheet and classify the
resources based on this field.

Phase 2: Measurement
1. Change your view to Resource Usage / Resource Sheet
2. Choose Project > Group By:, Customize Group By.
3. Select "Internal" in Group By field.
4. Click "OK". Resource details would be grouped under Internal: True and
Internal: False.
5. Customize the view to display the required details.

If you are looking for a solution from Microsoft Office Project server, I
request you to post this question under Microsoft Office Project Server
DF
[http://www.microsoft.com/office/com...microsoft.public.project.server&lang=en&cr=US]

Please let us know if this helps.

Regards
Sai [PMP]


fkistner said:
I need to know what is the best way to measure production support
resources
on projects --- this would be a way to track outsourced and internal
resources --- either through Project Management Software or through
Access
Database --- thanks!
 

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