how to indicate "role" on assignment?

J

Jesse

I'm using Project Pro 2007. I'd like a way to indicate the role of a
resource assigned to a task.

For each task I have one person assigned as "accountable"....this person is
accountable for the task completion....but may not be assigned any work on
the task.

For each task I have one to many persons assigned as "responsible"....this
person(s) will be assigned work on the task.

What I've done is create a custom text task field "accountable" and
populated it with the 15 generic roles.....PM, Dev, Test, etc....and select
the one role that's accountable for this task.

For "responsible", I added the 15 generic roles to the resource list (as
generic) and assigned one or many generic resources to each task. When the
project starts I'll replace generic resources with named resources.

Is there an easier or more effective way to indicate the role (accountable
or responsible) of a resource assigned to each task?
 
D

Dale Howard [MVP]

Jesse --

I like how you are doing it. I'm not sure I could improve on how you are
doing it. :)
 
S

Steve House

Only problem with your approach is that it will have the person accountable
shown as actually doing work on the task and those man-hours will contribute
to both the project's total work and total costs. If the accountable person
is not to do actual physical work on the task, as you said in your post, I
wouldn't assign them as a resource at all but rather use one of the generic
user-definable text fields associated with the task to track their name. A
work resource is defined as a person or piece of equipment whose physical
work efforts create the task's deliverable and whose availability determines
the task's schedule. Your "person accountable" fits neither criterion and
so in that sense is not a resource at all but rather someone whom the
resources report to. If their physical activity doesn't drive the task,
they're not a resource.
 

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