RBS substittion wizard

J

Jon Kingsley

All,

I have created my rbs structure to reflect the
organizational chart. Do I need to include generic
resources in this and code them up to the rbs?

Also, what is the best way to deal with 5 or 6 skills for
each resource?

How then do I use the resource substitution wizard to
replace generics with specifics?

thanks
JON
 
J

Jon

Thanks Bill,

I have it working, I forgot to check the skill box for the
rbs field. I have to figre out the 5 or 6 skills situation
s. It is hard since there are overlaps.

Jon
 
W

William Raymond [Project MVP]

Hi Jon,

Lots of questions here, but I will attempt to answer them:
I have created my rbs structure to reflect the
organizational chart. Do I need to include generic
resources in this and code them up to the rbs?
Click to expand...
I like the idea of always adding resources to the RBS structure (with the
possible exception of materials). Typically, generics will be part of the
RBS because they will be replaced by human resources within the same or
similar RBS level.
Also, what is the best way to deal with 5 or 6 skills for
each resource?
Click to expand...
For Project Server 2002, the only way is to use multiple Resource Outline
Codes. Unless something has changed, you will have the capability to assign
multiple skills to one resource without having to create numerous codes in
Project 2003.
How then do I use the resource substitution wizard to
replace generics with specifics?
Click to expand...
When you are customizing Enterprise Resource Outline Codes, you will notice
a checkbox labeled "Use this code for matching generic resources". Check
this button and then you can substitute resources based on the RBS and
Skills (when they are set up).

-Bill
 
D

Dominic Moss

Jon,

You can share outline code lookup tables in Project Pro so that if you
define your skills in one outline field you can rename it "primary skill"
and then use additional outline fields and share the same lookup table and
name them "secondary skill","tertiary skill" don't know the iterations
beyond that, guess 4th skill up to 6th skill would do - you don't have to
enter values in all 6 fields for every resource.

--
Dominic Moss

www.projectability.co.uk

Helping people achieve more with Microsoft Project

Tel +44 8707 303 400
Fax +44 8707 303 500
 
J

jon

Do I have to create a generic resource for each skill set?
How exactly do you specify what skill set you are looking
for?
thanks,
Jon
 
W

William Raymond [Project MVP]

Hi Jon,

This is really a decision you have to make. MS Project does not require you
have a generic per each skill.

Having a generic for each skill is really determined by what you are trying
to achieve with the tool. For example, I have clients that create generics
for the high-level skills and state that if the PM needs more detailed
generics, they are out of estimating and therefore should start adding human
resources.

For example, these skills having matching generics:

DBA
Networking
Developer

In this example, the PM selects, say, the Developer Generic/Skill and adds
it to their plan. As the schedule starts coming together, the scope is
ironed out there is consensus that the PM and their team is going in the
right direction, it should be very clear that actual resources need to be
replaced that have "Developer.Windows.C++".

Okay, the flip-side of this is to have a Generic for every Skill. There are
many reasons to do this, but here are some:

1) There are very different hourly rates or calendars for the more
detail-level generics, so estimating cost and time will require skills have
associated generics.

2) You want to allow MS Project to pick all appropriate resources using the
substitution wizard (which is not typically recommended because it is rare
that the tool is going to select the right people for the team based solely
on their skills).

-Bill
 
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