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Resource Management with Project Server 2010 – Part 2 of 2

This article, written by Collin Quiring, first appeared in Wellington Project Management newsletter in December  2011. (http://www.projectserver2010.co.uk/2011/11/08/resource-management-with-project-server-2010/)

Last time we started this two-part article by asking some questions about resource management that might be on your mind.  We focused on six questions.  They were:

  • ·         Who is working on what projects?
  • ·         What tasks are they doing on those projects?
  • ·         When are they doing those tasks?
  • ·         How many hours of work are assigned for those tasks?
  • ·         What is the capacity of each person?
  • ·         Who is scheduled to their capacity, over-capacity or dramatically over-capacity?

We also focused on how to see all the resources assigned to one project and then seeing how one resource can see their information.  Our goal in this article is to see how Project Server 2010 allows us to see the information for a resource assigned to many different projects and to see all the resources from the perspective of a schedule or multiple schedules.

In Part One, we looked at our resource, Shelly Smith, for a time period where she was assigned to one schedule.  Now, we need to look at a time period where Shelly is assigned to many different schedules.  Since the picture view might be more easily understood, we will review that one first.  The black line represents Shelly’s capacity – at 40 hours a week.  The blue bar represents the amount of work assigned.  We can easily see that she is way over capacity! 

Now we can review which projects are causing these problems by reviewing the data view.  (We review this in image form at the end of this article.)  We can see that she is over capacity by between 24 and 104 hours for January.  Be able to review this information allows you to go to the various Resource Managers or Project Managers (or the resource) and discuss what the priorities are and what tasks can be moved to other resources or other time periods.  From this chart, we can determine that the Resource Managers for both the “Infrastructure Plan” and the “Residential Construction” schedules think they have 100% of Shelly’s time for the week of 1/9/12.

 

If one of the potential results of seeing a view like this is to determine if we can move work to other resources we need to be able to see those resources for the same time period.  We can look at each resource individually as we have done or we can see all the resources that we want to during this time period.  For this example, I have chosen to include two more resources, Ryan and Jessica.  I now have a new black line that represents the capacity of all three individuals and I can see the work assigned for the three of them combined.  Note that Shelly is now the yellow and that Ryan is green but Jessica is Blue and she is seriously UNDER capacity.  In one quick look we know who can get some of Shelly’s work.  And, we have also discovered that Ryan is over capacity.

 

These last few images were from the resource’s perspective but we can also view the work from the schedule perspective.  Earlier, while we were concentrating on Shelly, we looked at which projects were assigning her the most work.  But, we can view how many hours of work are being assigned to resources based on the perspective of projects.

In this chart we are still only looking at three resources but this time by project – that is why the black line representing capacity is still at 120 hours a week (40 hours each per week).  But on the right hand side the names of the projects are all color coded.  Just by reviewing the chart we can determine that the “Commercial Construction” project is taking the most time for the most weeks.

 

There is another really positive aspect to all of this – it is in real time.  If you are looking at this chart and a Project Manager changes the dates on a schedule and then published that schedule, as soon as you hit refresh the data changes!  Also, you can deselect projects or resources or change the date range and hit the “Apply” button and the graph changes to your new parameters.

These examples just touch on the amount of information that Project Server 2010 can provide.  There are numerous other views and reports and ways to get data that is meaningful to your specific situation.

 

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