How visualize the correct amount of work for Resource engagements

Hello, today I’m going to show you how to visualize the correct amount of work when you are creating engagements.

When you open your Microsoft Project and you mark the checkbox “Load Summary Resource Assignments” you will be able to see the amount of work for each resource in all projects and not only in the current project when you are using the view Resource Plan or Resource Usage.

openprojectdesktop

 IMPORTANT: (If you never mark this option you don’t need to do anything because the hours will show correctly and you can request engagements without problems).

Summing up: I’ve opened my Project Plan, and there are 5 tasks for the Consultant and the total of work is equal 100 hours.

projectplan

When I select the view Resource Plan or Resource Usage I can see 2.913 hours, because the resource has hours in others projects.

resourceplanview

resourceusage

If you request the engagements using these hours you’re making a mistake. You will use the wrong Start Date, Finish Date and Work.

So how can I use the correct amount of hours?

The answer is simple:  You need to use the Regular Work and then you will see the correct amount of hours, in my example only 100 hours.

I particularly prefer to use the Resource Usage view. If you want you can filter to remove the line “Other projects and commitments” to show only the tasks for the current project.

I also created a Custom Tab and inserted the items that I use frequently and then I can Request Engagement using any view I wish.

customtabandresourceusageview

Now you just need to Add Engagements.

addengagement

engagementrequested

Now publish your plan to update the Engagement Status.

There are many ways to do this, just choose one that you feel comfortable to work.

See you =)

#ProActive #JoinUs

Diego Pereira.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Blog do Project

Tudo que você queria saber sobre Microsoft Project, Project Server e Project Online

ppm4all

by Allan Rocha

Paul's Project Server and Project Online Blog

Microsoft Project Server and Project Online (PPM)

%d bloggers like this: