Team Resources for 2007

[Jerry]

Hi all! I have a few questions regarding Team Resources for 2007 and would
love some feedback.

Lets assume I have a Team Resource (TR) with 3 real resources assigned to it.
1) If I assign a TR to a task, will the task show up on all of their My
Tasks Page or do they have to "Self Assign" themselves?

2) If one of the real resources (Bob) puts time against the task, is it
still available for the other resources from the same Team? Does it
disappear from their My Tasks Page?

3) Once Bob puts time against it, it shows up in Proj Pro with his name
assigned to it...correct?

Thanks in advance!!!

Jerry

 

[Mike Glen]

Hi Jerry,

I think this is a server problem. Try posting on the server newsgroup.
Please see FAQ Item: 24. Project Newsgroups. FAQs, companion products and
other useful Project information can be seen at this web address:
http://project.mvps.org/faqs.htm

Mike Glen
Project MVP

 

[Dale Howard [MVP]]

Jerry --

In the future, please post your Project Server 2007 questions in the
microsoft.public.project.server newsgroup, as this newsgroup is closing
down. Before I answer your question, let me commend you for this excellent
question. I spent last evening, this morning, and this afternoon
researching and writing about Self-Assignment of Team tasks, and because of
your questions, I dug deeper and found out even more about the process.
Here's what I have learned:

1. The Team tasks DO NOT show up on the My Tasks page of each resource
designated as part of the team. The team members must click the
"Self-assign Team Tasks" button to display the Team Tasks page. From there,
each team member can select the tasks that he/she will work on and then
click the "Assign task to me" button. This action moves the selected Team
tasks to the user's My Tasks page, so that he/she can report progress toward
the selected Team tasks.

2. In an Activity plan, each resource can self-assign Team tasks without
preventing their fellow team members from doing the same. However, when the
first team member enters and submits progress for a team task in an Activity
plan, the system removes that team task from the Team Tasks page of all
other team members who have not already self-assigned the team task. After
a resource self-assigns a team task from an enterprise project, however, the
system immediately removes the task from the Team Tasks page of all other
resources so that no one else can self-assign the task.

3. When a resource self-assigns a Team task from an enterprise project, the
system sends a Team Reassignment Request to the project manager, who must
approve the self-assignment. After approval, the system replaces the Team
resource with the self-assigned resource in the enterprise project. When
the team members submits a task update on a team task, and the PM approves
the update, the system shows the Actual Work hours for the self-assigned
resource in the enterprise project.

Hope this helps.

 

[Jerry]

Wow! Thanks for the answer Dale...that was exactly what I needed.

Jerry

 

[Dale Howard [MVP]]

Jerry --

You are more than welcome for the thorough answer. It was a painful process
to learn how Team Resources actually work. I'm not sure they will prove as
useful as we hoped they would be!