Substitute resources function - question

[Michael Balda]

I do not have Project Server but wonder about purchasing it.

Does the Substitute resources function - automatically assign resources to
tasks that have defined skill sets that are defined in a text column in a
task view and the skill sets are also defined on the resource sheet? SECOND
part of the question if it does, does it automatically assign resources and
NOT over allocate the resource too, thus I would not have a ton of
leveling/fine tuning to do? My project has 13000 tasks approximately and has
80 resources and all resources have different skills that are already
defined. Appreciate your assistance. THIRD part of the question, if you
have project server, would you be willing to take my project, assign names to
the tasks using your software so I can see what server would actually to to
my tasks?

Thanks,
Michael

 

[Dale Howard [MVP]]

Michael --

Generally speaking, the Resource Substitution Wizard substitutes human
resources for Generic resources with matching skillsets and the availability
to perform the work assigned in each time period. You define the skills
needed to perform a task by assigning a Generic resource with the required
skills to each task. Your Project Server administrator would need to set up
Project Server to use this tool, mainly by defining a custom enterprise
resource Outline Code field that lists the skills you want to track, along
with setting up your company's "org chart" in the RBS field. He/she would
also need to specify a skills value and an RBS value for each resource in
the Enterprise Resource Pool.

To use the Resource Substitution Wizard, you would need to initially assign
Generic resources to each task in the project and save the project in the
Project Server database. You would then use the tool to substitute human
resources who have the right skills AND the availability to perform each
task. The system will seek to avoid making overallocations, but cannot
guarantee this.

There is no way that anyone with Project Server can take your project,
import it into their system, and run the Resource Substitution Wizard. This
is simply not possible because our Project Server systems would not be set
up the way I have told you in the first paragraph.

Hope this helps.

 

[Reid McTaggart]

I don't think the RBS is necessary for this solution.
--
Reid McTaggart
EPM Architect
Microsoft

 

[Dale Howard [MVP]]

Reid --

Yes, it CAN be used as a part of the Resource Substitution Wizard process,
but it is not a required part. Thanks for the clarification.