Using the Resource Substitution Wizard

The Resource Substitution Wizard first appeared in Project 2002.

Follow these steps to run the Resource Substitution Wizard:

1. Open the project(s) for which you want to substitute resources.

2. Choose ToolsOSubstitute Resources. The first screen of the Resource Substitution Wizard appears. Click Next.

3. Check the project(s) that you want the wizard to consider while substituting resources, as shown in Figure 20-22. Click Next.

1't:Sill > Substitution Wizard - Step 1

Choote tinj;' ts

Choose the projects n 'yihch you went the vrfzerd to substitute reso.jices

Include the FoPotvna protects:

Project Heme Version

. B_

iv::ountrn] Integrator .Published

Publshed

Jd

1

Help 1 Cancel | ÎËacti | | Wext.ï |

Figure 20-22: Each project that you have open is listed and selected.

Figure 20-22: Each project that you have open is listed and selected.

4. Choose resources for the wizard to consider when rescheduling projects, as shown in Figure 20-23. Click Next.

Resource Substitution Wizard - Step 2

Choose Resources

Choose the work resources you want the wizard to assign to tasks

Include wcrk resources that are; C" In the selected projects

C At or below the following jewel in the resource breakdown structure: (* Specified betew:

Include wcrk resources that are; C" In the selected projects

C At or below the following jewel in the resource breakdown structure: (* Specified betew:

Name

Skills [±1

■ Judy Lew

Management. Project Managt, Technical. IT.SysteneM!

_¡Jenny Lysaker

Technical.IT .systems Architecture, Technical. IT,Testij

J*

MJ

Add r Atow resources with the proposed booking type to be assigned to tasks Resource freeze horizon: | Sun 7/13/03

r Atow resources with the proposed booking type to be assigned to tasks Resource freeze horizon: | Sun 7/13/03

Finish

Figure 20-23: Use this screen to identify the resources that the wizard should consider when making substitutions.

5. Choose related projects to consider when rescheduling (see Figure 20-24). Click Next.

Resource Substitution Wizard - Step 3

Choose Related Projects

Choose any additional projects you want the wizard to consider when substituting resources

Include the fcflowtna projects:

Name

Relationship

Related Project

H

MRP Deployment. Pubäshed

Shares resources

Accounting Integration.Published,Resource Pool

1

u

Office ;*P Deployment. Publshed

Shares resources

Accounting Integration.Published,Resource Pool

u

Integration with Accounting .Published

Shares resources

Accounting Inte^ation.Published,Resource Pod

-i

<1

Help I

Figure 20-24: Select other related projects that you want the wizard to consider when rescheduling resources.

6. Specify options for the wizard to use when rescheduling, as shown in Figure 20-25. You can set the priority or choose to use resources from the pool or from the project. Click Next.

1 Resource Substitution Wizard - Step 4

Choose Scheduling Options

Specify scheduling options for the selected projects

Name

Priority

Options

Accounting Integration.Published MRP Daployment.Published

500 500

Use resources in pod Us^esource^r^ool

3

Office XP Deployment .Published

500

Use resources in project

Use resources in pod

Level resources with the gicposed booking type

Level resources with the gicposed booking type

Figure 20-25: Specify options for rescheduling.

By selecting the check box at the bottom of Figure 20-25, you can also level resources set up with a booking type of "proposed."

You see a summary of the options that you've selected. Click the Run button to run the wizard with the options that you've selected.

Click Next. The wizard displays a grid of assignments that it has changed, as shown in Figure 20-26, so that you can do the following:

• Review the results

• Back up and change the wizard's options to try again After you make your decision(s), click Next.

1 Resource Substitution Wizard

Step 6

Pi

Review Results

to model them.

Task

Skill

1 Profile

Assigned Resource

Requested Resource

Request / Demand

¡3

Accounting Integrati;

Microsoft Office Pr:

Scope

Determine proj«:

Jenny Lysaker

Judy Lew

Determine pro)-.

Judy Lew

Elaine Marmel

Secure project

Jenny Lysaker

Judy Lew

Analysis

Review Currt

Review» ha«<.

Judy Lew

Ken Myer

Review soft

Judy Lew

Ken Myer

Review com!

Judy Lew

Ken Myer

Review conrf

Judy Lew

Ken Myer

JLU

Help

Cancel |

< Back | „.Nei„> |

i

Figure 20-26: The wizard's suggested changes.

Figure 20-26: The wizard's suggested changes.

9. You see the Update Options screen of the wizard, where you can choose to have Project update the projects considered by the wizard based on the results of the wizard. You also can choose to save the results of the wizard to a file. When you click Next, a final page appears.

10. If you aren't satisfied with the results of the wizard, simply close the affected projects without saving them.

The Resource Substitution Wizard can also help you to select resources for more than one project at a time, so you can quickly develop staffing models. As Step 3 demonstrated, you can select the open projects that you want the Resource Substitution Wizard to consider; simply open each project before you start the wizard. After the wizard has finished, don't forget to level the projects to see how the wizard's resource assignments change project finish dates and resource utilization. If you aren't satisfied with the results of the wizard, simply close the affected projects without saving them.

Tip m

Cross- Project Web Access contains another tool that can help you with resource alloca-

Reference tjon; p0r^f0|j0 Modeler. By using the Portfolio Modeler, you can select projects to include in the model and then interactively change tasks or staffing to view the impact on a project portfolio. Although you can save the models, you can't automatically transfer changes that you make in models to actual projects. See Chapter 22 for more information.

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