Info

3"

If you don't see the Add Resources button (see Figure 7-2), click the + Resource List Options button. The dialog box expands to include the Add Resources button.

Assign Resources

Task: Pour concrete driveway and sidewalks m Resource list options Filter by: I- | All Resources V Available to work | Oh Add Resources â–¼ | Resources from 07Home.mpp

"d

Appliance contractor

A

Resource Name

R/D

Units

II

Concrete contractor

100%

Architect

Brian Clark

Brian Goldstein

Chris Gray

Drywall contractor

Electric company

Electric contractor

Fencing contractor

Replace...

Help

Hold down Gtrl and dick to select multiple resources

Assign

Replace...

Help

Hold down Gtrl and dick to select multiple resources

Figure 7-2. Click the - Resource List Options button to collapse the Assign Resources dialog box; click the + Resource List Options button to expand it.

3 Click From Active Directory if you are working with a Windows Server and want to add resources from the Active Directory.

Click From Address Book if you want to add resources from your e-mail program's address book.

Click From Microsoft Project Server if you want to add the resources who are listed as Project Server 2003 users.

4 Click the resources you want from the source you chose and then click the Add button to add the selected resources to the Assign Resources dialog box.

5 After the resources are added, you can immediately assign them to tasks.

Caution Avoid assigning resources to summary tasks

Be very careful about assigning resources to summary tasks. Technically you can do it, and in some cases it's beneficial. However, having resources assigned to summary tasks can cause confusion when reviewing rolled up values for work, actual work, cost, and so on. By default, the summary task Gantt bar does not show the resource name, so that can cause still more confusion.

Also take care when you create additional tasks and make them subtasks under existing tasks that have resources assigned. This creates a situation where resources are now assigned to summary tasks.

Filtering for Resources

In addition to filtering for resources in the Assign Resources dialog box, you can filter for tasks and assignments using particular resources. To do this, follow these steps:

l

Display the task or assignment view in which you want to filter for certain assignments, for example, the Gantt Chart or Resource Usage view.

2

Click Project, Filtered For, Using Resource.

S

In the Using Resource dialog box, click the name of the resource whose assignments you want to see.

To filter for a resource's assignments within a particular date range, do the following:

l

Display the task or assignment view in which you want to filter.

2

Click Project, Filtered For, More Filters.

S

In the More Filters dialog box, click Using Resource In Date Range and click the Apply button.

4

In the Using Resource In Date Range dialog box, click the name of the resource whose assignments you want to see and then click OK.

S

Enter the beginning of the date range you want to see and then click OK.

6

Enter the end of the date range you want to see and then click OK.

To see all tasks or assignments again, click Project, Filtered For, All Tasks.

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Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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