Now assign your resources to individual tasks. Note that the Resource Names and Cost columns have been added to the tasks view. So we will compute the cost to perform for each task by fixing the duration, adjusting the Units, and calculating the Work. We will be adding resources to each task by adjusting the Units. For example, when you want to increase the work a resource is scheduled to do on a particular task, should the duration reduce or the units (total cost in hours) go up?įor our example we’ve set the Task Type to Fixed Duration for all tasks, Figure 5.ĭuration is fixed because we have determined the task and project duration, which we do not want to change. Changing one of these values will have an impact on one of the other variables. The corners of the duration triangle, shown below, are Duration – Work – Units, Figure 4. The Task Type defines which of three variables we can control when assigning resources to tasks. We will come back to this maximum availability later, but for now keep the maximum availability of each resource at 100%.īefore we begin our resource assignments we want to make certain that our tasks have the correct Task Type. Note that the maximum availability of all our resources is currently 100%. Enter the Standard Rate for the Foreman, Figure 2.Ĭontinue by entering the pertinent information for the common laborer and pipe fitter, Figure 3. To enter a work resource, while in the Resource Sheet view, select Resource tab > Add Resources ribbon > Work Resource. To get to the define resource screen select Resource tab > Resource Sheet ribbon > Resource Sheet. For our example all our resources are generic roles instead of specific employees or team members. The first step in the resource allocation process is to define the resources. Assigning a cure time lag is discussed in another article entitled “Working Time, Elapsed Time & Lags in Microsoft Project 2013”. The only exception to the norm is a 3-day cure time delay lag on task 2.2 Pour Concrete. The tasks are all sequential and have the standard Finish-to-Start relationship. The example project is a pipe and thrust block installation, Figure 1. Also, the examples below use the standard 5-day workweek calendar. It does not discuss the assignment of material or equipment resources.
This article shows how to assign generic resources to tasks in order to find the total labor cost of the project. Labor resources may either be generic or specific people. Once you have assignments, Microsoft Project displays warnings for the over-allocation of labor resources. You’ll also need to be familiar with how to balance task durations, work and effort. To do effective resource assignment in Microsoft Project you need to be familiar with the methods for assigning labor, material, and costs. All credit to Rachel Hettinger here, I just added one line! Sub RollupResourceNames()Ĭol.Add, of the more sophisticated areas of scheduling is the assignment of resources to the tasks. Here is the revised macro, which works perfectly on my Project Plan. This is fixable by simply adding another "On Error Resume Next" line. It tries to add the resource name to the collection, but it already exists (since it was added earlier when the script checked the other set of tasks) and doesn't know what to do. Set col2 = GetChildResourceAssignments(child)Ĭol.Add, Įnd Hettinger - Solution works great, except it will error out (error 457) if you have multiple levels of parent/child tasks and the same resource is present across different levels. Set col = GetChildResourceAssignments(tsk)įunction GetChildResourceAssignments(parent As Task) As Collection You can then modify the Gantt chart bar styles to show that text field.
The results are put in Text1 at the summary level.
However, here's a macro that aggregates the names of the resources assigned to the subtasks. Those resource fields exist at the summary level because you can directly assign resources to a summary task, so you can't use those fields for this purpose.