Showing posts with label Resources. Show all posts
Showing posts with label Resources. Show all posts

Understanding Resource Type and Resource sheet



As you know resources are critical part of any project, your project success failure can be largely depending on this.

There are three types of Resources in MS PROJECT 2010: Work Resources, Material Resources and Cost Resources.

Work Resources are people and machines, and they need time (hours, days, weeks, etc.) to perform the Tasks.

Material Resources are consumables like bricks, oil, concrete etc., and they are time independent.

Cost Resources are time independent resources, like Airplane tickets.  Or if you want to keep track of the project dinners you offered to team during execution phase.

This is important to understand how you use this type, for example in your project if you are charged the time you used particular machine (eg. Laptop, internet) you will like to define the resource as work resource as you spending money based on time but for example it don’t matter how much time you use but you are charged per use of it the resource must be defined as Material Resource an last if it is one time cost, not time dependent and may vary every time you can define this as Cost Resource.

Resource sheet
Resource Sheet
Let's understand Resource sheet in detail,

The first field as name suggests is Resource Name you want to assign or track.

Second is Type as we discussed earlier any of following work, material or cost. 

The other fields are as follows

Material: If resource type is Material Resources in this field you are putting measure unit (like tons, meters, pieces, etc.). This field is disabled for other resource types.

Initials: You can put initials for the Resource (like JD for Jayant Dhawale), this is quite useful to save space on Gantt chart.

Group: If you are going to have a group of resources (like Purchase, Vendors, Painters etc.) here is the place to put the name of the group.

Max: This field is only enabled for the Work Resources. You can put 10%, 50%, 100%, 300%, or any number you want (except 0%). This field defines how much specific resource is available to work on your project. Project use this field for calculating the Work for resource.

Standard Rate: This is Standard fee (MONEY) for the resource. You can put that fee like, for example 100/hour, /day etc. This is true only for Work type. If, for example, resource has $100/hour, and it will work 5 days and 8hours per day, cost for this resource will be 40 hours X $100 = $4,000. This field is disabled for the Cost type, because for this type of resources you will put the exact cost when you will assign that cost to the Task.

 Overtime Rate: This will help you define the overtime rate for resources . This field is enabled only for Work type of resources (there is no overtime work for bricks, or air ticket, is it? 😏)

Cost/Use: That is also known as a Setup fee, this is one time cost you have to pay to the resource to work on specific task. Note that this one time amount is added to task and not for duration. 
For example we have taken help from vendor to install hardware and they will charge one time processing fee for resource onboarding (or travel fee) .

Accrue at: You have three choices: Prorated, Start or End. This when will you charge those costs. Prorated means that if, for example, cost for the task is $1.000, and only 20% of the task is finished, it will be $200 charged! Start means that this $1.000 will be charged as soon as the task begins, and End means that this $1.000 will be charged not before the tasks ends.

 Base Calendar: You are assigning any specific calendar for the resource if you have one. This field is enabled only for Work type. 
Please note that project automatically creates the resource calendar for each work type resource. 

Code: If you have any specific code for you resource put it here.

There are two types of resources: Committed and Proposed. Committed (Default) means that you are 100% sure that this resource is available to your Project. If the Resource is proposed (TENTATIVE), it means that you NEED that resource, but you do not know if it will be available when you will need it.

Scenario continues…


Till now in project we know what kind of task involves to achieve our final output of project. Next step is to start on boarding of resources based on our plan. It is time to revisit our scenario based on resources.

After discussion with management we understand that we will need two functional consultants who can guide us on old system and manual work done in company. Andy and Maxi will travel from Germany to India for Analysis period and will join Jayant who is our technical sr. level consultant for analysis period. The hourly rate for all this consultants are 100 Euro per hour.

Vendor will provide three resources for Installation and Setup, the cost charged by them is 120 Euro per hour also note that they will be charging 10 Euro one time processing fee for Installation and Setup resources for respective task.

Jayant will be available full time on project for Analysis however due to his other project he will be only 50% available during coding time.

We have Soham who will able to develop web pages and coding along with Jayant, Soham will be charged at 56 Euro per hour. Swapnali the database developer will be cost 39 Euro per hour. Note that if Soham or Swapnali need to do overtime they will be charged extra 10 Euro each, this is not applicable to Andy, Maxi and Jayant.

Hemant can help us in creating testing scripts and setting up the documents. He will be charged 24 Euro per hour, the number of xerox copies made for testing are charged 0.25 Euro per copy. Irrespective of how many copies you made, each time you have to pay 1 Euro onetime charge for binding service to create books, it don’t matter how many books 1 or 100 you bind.

Based on above resource conditions in next few blogs we will see how to update the information in our plan.

Resource Menu

Resource Menu toolbar
Resource Menu toolbar

As the name suggest the toolbar is more useful with the Resource related views. As we seen earlier the view group can help to quickly switch between different views.

“Assignment group” useful when we start assigning resources to respective task. The Resource pool is quite interesting tool which will be useful when you are working with multiple projects and the resources are shared between the different projects.

Share Resources
Share Resources 


We will see this in more details when we try to see managing multiple projects/program in latter sessions.

Add resource can help you to add resources of respective types, it creates entry in resource sheet when you click on any one of the type of resource (“Work”, “Material” or “Cost”).

MS Project Add Resources
Add Resources

You can import resource from your companies Active Directory or from Address Book. This is useful if you don’t want to maintain the details separately.

In Microsoft Project Professional 2010, you can add resources to the list of enterprise resources that are contained within Project Server using last option “Import Resources to Enterprise” this will be only available if you are working with Project Server.

The property group, as the name on buttons shown can be used to see or edit more details of resources.

We will work with resources in detailed way in future when we work on scenario.

The last group is leveling, this is useful when we over allocate any resource and we want Project to take care of resource time adjustment.