How do I indicate a resource's availability?

K

Kimberly

As we assign tasks to a resource with estimated durations and tasks are
completed, how can we indicate the resources new availability without
deleting the assigned resource to the task?
 
J

JulieS

Hello Kimberly,

I'm not sure I follow your question completely, so if I've
misinterpreted, I apologize.

When you assign a resource to a task, Project schedules work for that
resource based upon the duration of the task multiplied by the
assignment units. The calculated work is, by default, spread evenly
across the task duration.

Project keeps track of when a resource is assigned to any task and you
can fairly easily view a resource's work and availability over time by
looking at the Resource Usage view. The Resource usage view shows
each resource, his/her assignments, work for each assignment and total
work for the resource in the left (table) side. On the right side
(timescaled portion) you can see a daily (default) view of when the
work for each resource is scheduled.

If you are tracking tasks and the task is complete, assuming the
resource is not assigned to any other task, he/she is available from
an assignment perspective.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project
 
K

Kimberly

Please refer to my 4/18/08 post.....

We are using Project to shedule job-shop type work for machine departments.
As jobs are received; we enter an estimated duration for the machine
(resource). As jobs (tasks) are completed, we want to project the machine's
(resource's) new availability. I've tried the 100% indicator and entering an
"actual finish" (this deleted the duration hours on some jobs (tasks) but
altered others (decreased or increased)????? Neither attempt resulted in
what we need.

Any suggestions?
 
J

JulieS

Kimberly,

When you are scheduling tasks, how are the start and end dates of each
task determined? Are you using Project to schedule those tasks by
setting predecessor and successor relationships between the tasks?
Are you typing in the dates?

If you are entering durations, are you also reviewing work for each
task + machine resource? There is a mathematical relationship between
task duration, resource units assigned and work. If you change one of
the variables (Duration, Work, or Assignment Units), one of the other
variables must change.

You note in the 4/18 post that you've added the actual finish field --
are you using the project supplied actual finish field? If task
durations are going to zero, I assume you are entering an actual
finish which is the same as the actual start. I'd suggest showing the
Tracking Table and use the Actual Start, Actual Finish fields, and not
use the % Complete fields. Based upon the Actual Start, Actual
Finish, and assignment units of your machine resource, Project will
calculate the work for the assigned machine.


Julie
 
K

Kimberly

I'm assuming you are talking about the "start" and "finish" dates....we are
letting Project determine those. I tried entering actual start and finish
columns and when I entered the actual dates....the Project determinations
changed.
We have our tasks very simple....one or two subtasks with the summary. We
have pre & post constraint fields with deadlines being the customer required
delivery date. Our durations are machine time (in hours) pre & post time in
days. We are not using the successor or predecessor fields. Should we be
using our task types as fixed units (# of machines in a department) or a
fixed duration? We are estimating our duration time. I'm at a loss.....we
are given 5 weeks to get this running. Any help will be greatly appreciated.
 
J

JulieS

Hello Kimberly,

My comments are in-line.
Julie

Kimberly said:
I'm assuming you are talking about the "start" and "finish"
dates....we are > letting Project determine those.

[Julie] Good, but if you aren't using predecessors and successors, all
of the tasks in the project should be starting on the start date of
the project. So, if you aren't typing in dates, are all your tasks
scheduled for the project start date? If all of your tasks are set
for the start date of the project, then, assuming you've assigned your
limited machine resources, each machine resource must be wildly
overallocated. Have you looked at the Resource Usage view?
I tried entering actual start and finish
columns and when I entered the actual dates....the Project

[Julie] I don't know what you mean by "Project determinations
changed". If you've let Project determine the start dates and finish
dates (project start date plus duration equals task finish date) and
you want to be able to compare original start and finish with actual
start and finish, you need to save a baseline. When you save the
baseline the scheduled start, scheduled finish, duration, work, cost
are all copied into baseline start, baseline finish, baseline
duration, baseline work, and baseline cost. Those values do not
change as you supply actual data. Project will calculate variances
from the baseline against the actuals you supply.
We have our tasks very simple....one or two subtasks with the
summary.

[Julie] Have you assigned the machine resources to the subtasks?
We have pre & post constraint fields with deadlines being the
customer > required delivery date.

[Julie] Sorry, you've lost me again. What are "pre & post constraint
fields"? Are they fields you've entered data into?
Our durations are machine time (in hours) pre & post time in
days. We are not using the successor or predecessor fields.

[Julie] Without predecessor and successors all of your task are
scheduled at the start date of the project, yes? Have you created
your machines as resources and assigned the machines (resources) to
the tasks in the project?
Should we be using our task types as fixed units (# of machines in a
department) or a fixed duration?

[Julie] Task types merely determine what changes when you change
either work, duration, or assignment units. Tasks should be pieces of
work you need to assign your resources (machines) to, thereby
calculating work for the machine resource.

We are estimating our duration time.

I'm at a loss.....we are given 5 weeks to get this running. Any help
will be greatly appreciated.

[Julie] Have you taken any hands-on training classes in Project?
Have you read any books about project? No offense intended, but 5
weeks to "get this running" by trying to learn on your own is a huge
undertaking. Project is not an intuitive product and I fear you are
trying to treat it like Excel.

I'm sorry, I'm just having a difficult time picturing what you are
doing in the project file. Have you set up each machine as a task in
the Gantt chart view? If so, I wouldn't suggest it.

Create each machine as a resource on the Resource Sheet. Create the
tasks as the work you need the machine to do. Estimate the duration
as the amount of time it will take the machine to complete the task.
Assign the machine to the task to generate work. The Resource Usage
view will show you each machine and then on a timescaled view, the
work hours per day for the resource. If there are gaps in between
tasks, the resource (machine) is available.

Let us know how you get along and please post back with the answers to
my questions.

Julie
 

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