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Establishing Resources. Lesson 2. Skills Matrix. Skills Matrix. Skills Matrix. Microsoft Project’s Resource Sheet View. Software Orientation. Establishing People Resources. Establish Individual People Resources. Click Resources on the Project Guide toolbar. - PowerPoint PPT Presentation

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  • Establishing ResourcesLesson 2

  • Skills Matrix

    SkillsMatrix SkillEstablish people resourcesEstablish individual people resourcesEstablish a resource that represents multiple peopleEstablish equipment resourcesEstablish equipment resources

  • Skills Matrix

    SkillsMatrix SkillEstablish material resourcesEstablish material resourcesEstablish cost resourcesEstablish cost resources

  • Skills Matrix

    SkillsMatrix SkillEstablish resource pay ratesEnter resource cost informationAdjust resource working timesEstablish nonworking times for an individual resourceEstablish a specific work schedule for a resourceAdd resource notesAttach a note to a resource

  • Software OrientationMicrosoft Projects Resource Sheet View

  • Establishing People ResourcesEnter resources in the Resource Name columnClick Resources on the Project Guide toolbarClick the Specify people and equipment for the project linkSelect Enter resource manuallyEstablish Individual People Resources

  • Establishing People ResourcesEnter resources in the Resource Name columnClick Done in the Specify Resources pane when finishedEstablish Individual People Resources (cont.)

  • Establishing People ResourcesKey the maximum units for the new resource in the Max. Units fieldClick ViewClick Resource SheetKey the new group resource into the Resource Name columnEstablish a Resource that Represents Multiple People

  • Establishing People ResourcesA group resource represents a group of people doing the same jobSound Technician is the new group resourceMax. Units indicates the number of individual resources availableEstablish a Resource that Represents Multiple People (cont.)

  • Establishing Equipment ResourcesSelect the next empty cell in the Resource name columnClick ProjectClick Resource InformationClick GeneralEstablish Equipment ResourcesClick the General tab in the Resource Information dialog box

  • Establishing Equipment ResourcesAlso activate the Resource Information dialog box byDouble-clicking a resource nameDouble-clicking an empty cell in the Resource Name columnClicking the Resource Information button on the Standard toolbarResource Information buttonEstablish Equipment Resources (cont.)

  • Establishing Equipment ResourcesKey the equipment resource nameSelect Work as the resource TypeClick OKKey the equipment resource nameSelect Work as the resource TypeEstablish Equipment Resources (cont.)

  • Establishing Equipment ResourcesAdjust Max. Units for the equipment resource, if necessaryContinue to enter equipment resources as neededAdjust Max. Units for equipment resourcesEstablish Equipment Resources (cont.)

  • Establishing Material ResourcesEstablish Material ResourcesKey the material label in the Material Label fieldSelect the next empty cell in the Resource Name columnKey the material resource nameSelect Material in the Type field

  • Establishing Material ResourcesThe material label is the unit of measure used to track consumptionmaterial labelResource typeEstablish Material Resources (cont.)

  • Establishing Cost ResourcesEstablish Cost ResourcesSelect the next empty cell in the Resource Name columnKey the cost resource nameSelect Cost in the Type field

  • Establishing Cost ResourcesEstablish Cost Resources (cont.)A cost resource doesnt depend on the amount of work on a task or the duration of a taskResource type

  • Establishing Resource Pay RatesEnter Resource Cost InformationSelect the Std. Rate field for the desired resourceKey the rate (hourly, daily, weekly, monthly)Press EnterHourly rate for Scott Seely

  • Establishing Resource Pay RatesFor a material resource, the standard rate is per unit of consumptionResource rates entered by hour, day, week, or monthEnter Resource Cost Information (cont.)

  • Adjusting Resource Working TimesClick Tools on the menu barClick Change Working TimesThe Change Working Times dialog box is activatedEstablish Nonworking Times for an Individual Work Resource

  • Adjusting Resource Working TimesSelect the desired resource in the For calendar boxSelect the desired exception dates on the calendarResource selected in the For calendar boxException dates selected on calendarEstablish Nonworking Times for an Individual Work Resource (cont.)

  • Adjusting Resource Working TimesKey description of the exception time into the Name fieldClick the Start fieldSelected exception dates appear automatically Description of exception timeException start and finish datesEstablish Nonworking Times for an Individual Work Resource (cont.)

  • Adjusting Resource Working TimesClick Tools on the menu barClick Change Working TimesThe Change Working Times dialog box is activatedEstablish a Specific Work Schedule for a Resource

  • Adjusting Resource Working TimesSelect the desired resource in the For calendar boxScroll the calendar to the desired monthResource selected in the For calendar boxCalendar scrolled to desired monthEstablish a Specific Work Schedule for a Resource (cont.)

  • Adjusting Resource Working TimesClick the Work Weeks tabClick the Details buttonThe Details dialog box is activatedDetails buttonWork Weeks tabEstablish a Specific Work Schedule for a Resource (cont.)

  • Adjusting Resource Working TimesSelect desired days in the Select day(s) boxClick the Set day(s) to these specific working times buttonKey in working timesPress EnterKey in the beginning and ending working timesEstablish a Specific Work Schedule for a Resource (cont.)

  • Adjusting Resource Working TimesSelect the desired days in the Select day(s) boxClick the Set days to nonworking time buttonClick OKEstablish a Specific Work Schedule for a Resource (cont.)

  • Adjusting Resource Working TimesModified working hoursFridays are grayed out to indicate nonworking daysName of resource calendarEstablish a Specific Work Schedule for a Resource (cont.)

  • Adding Resource NotesAttach a Note to a ResourceAttach additional information about a resource by attaching a noteA resource note provides details regarding how and why a resource is scheduled the way that it isUse the Resource Notes button to add a resource noteResource Notes button

  • Adding Resource NotesAttach a Note to a Resource (cont.)Click the Resource Notes button on the Standard toolbarKey desired information in the Notes boxClick OKResource name indicates to which resource the note will be attached

  • Adding Resource NotesAttach a Note to a Resource (cont.)A note icon appears in the Indicators columnPoint to the icon to see the note in a ScreenTipDouble-click the icon to display the full text of the note

  • SummaryEstablish people resources

    Establish equipment resources

    Establish material resources

    Establish cost resourcesYou Learned How to

  • SummaryYou Learned How to (cont.)Establish resource pay rates

    Adjust resource working times

    Add resource notes

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