Assigning resources using Project Web Access

Are you a resource manager, but you don't have Project Professional? You can manage resources, including building a team for your project, using Project Web Access (PWA). Follow these steps to assign and manage resources:

2. Display the Projects page by clicking Projects on the bar at the top of the page (see Figure 20-27).

2. Display the Projects page by clicking Projects on the bar at the top of the page (see Figure 20-27).

Figure 20-27: Start the team-building process from the Project Center.

3. Click the row of the project for which you want to build a team.

4. Click the Build Team link. PWA displays a list of resources on the left side of the Build Team page (see Figure 20-28). You only see resources for which you have permission to view within your RBS code. On the right side of this page, you the see resources that are already used in your project.

Figure 20-28: Build a team for a project using Project Web Access.

5. In the list on the left, select the resources that you want to add to the project.

6. Click the Add button.

You can create a filter to find resources with specified skills. Click the plus sign (+) next to Filter enterprise resources to display the area where you can use enterprise outline codes to define and apply a filter.

You can replace generic resources easily. Select the generic resource on the right, and then click the Match button. PWA displays, on the left, real resources with the same skills as the selected generic resource. To replace the generic resource, select it on the right side of the window and select the real resource that you want to use on the left side of the window. Then click the Replace button.

By clicking a resource in the list on the right and then clicking Change Booking Type, you also can specify whether you want the resources to be committed to the project or only proposed for the project.

You can view an availability graph of a resource (see Figure 20-29) before you add it to your project. Click the resource in the Filtered Enterprise Resources list, and then click the Availability button (refer to Figure 20-28).

Figure 20-29: The View Resource Availability graph that you see when you click the Availability button.

Tip You can view availability information as a graph or as a spreadsheet.

To assign the resource, click the Save Changes button on the Build Team page.

Project Management Made Easy

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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