Join Jason Osder for an in-depth discussion in this video Assign resources to tasks, part of OmniPlan 3 Essential Training.
- We understand resources to be the staff and equipment that you'll employ to complete your tasks and projects. But, we need to now see how resources are actually assigned to tasks, and this manifests in a number of different ways in OmniPlan, so in this movie I just want to go through all the different ways that you can connect a resource to a task. Or, I should say assign a resource to a task. So, we are in resource view Where we left off.
However, I did fill in all of the resources that we're going to need for this example project. So, the various staff members that you can see with the little person icon, as well as the quote unquote "equipment" with the hammer icons, the testing suite, and the conference room. And you'll recall that when nothing is selected over here, all of these are listed, and if I scroll down I also have a depiction of all of my tasks from Task View. And we'll come back to Task View in a second.
So, what I want to point out here is that one way to assign tasks to resources, or resources to tasks is simply to drag and drop in this view. For instance, if I want to assign some of these design tasks to our designer, if I scroll up it's not all going to fit if I get to the designer. So what I will do is just click on the designer, which will isolate just the designer there, and then I can just drag the jobs that he'll be required for to his space up there. So, we're going to have the designer on the concept board, and also on, if we scroll across the design comps...
And so on, and you can work either depending on the size of your project, you can select one by one. In other words, I can select the webmaster, and then all of the things that the webmaster will be required for, which isn't a whole bunch. I think he's going to do the database install. And so on. So, this is one way to assign resources to tasks, but I did want to go to task view where we spend more of our time and show you some other options. In particular, I wanted to show you this drop-down here, which is as it says, Assign Resources to Selected Task.
So even in Task View, and this isn't totally filled out, but I know I need the creative director on all of these feed backgrounds. So, I can go and just use this drop-down and add our creative director, and sometimes this is a little quicker because you can add multiples. The feedback rounds are going to require both the creative director as well as the designer. And so, you can just see how this starts to manifest here in task view that the assigned resources are now listed, and you can see it right on your Gantt chart.
So, one more place is, no surprise, the inspectors, but it is a little bit of a surprise exactly how they work vis a vis resources. If I select a task, as we've come to expect the task inspector is activated. But if I either scroll down, or I could scroll up some of these items up here, because what I want to get to, of course for dependencies, right here is our assignment. So you can see that it lists that our designer is assigned there, and that you also have a drop-down, so in this case, all we need is the designer.
But if we go to, say, one of our feed backgrounds, in the inspector we can also quickly add designer, and I'm just hitting return to enter it in there, because we can also add our creative director because we'll need them both, and so on, and you can see the way this manifests in the inspector. Some additional detail about effort is here, and we're going to talk about effort in a little bit. I did want to point out that when you go to the resources inspector, you are looking at a specific resource there.
So, this is not active when we're in task mode. This is all of the details that you see from resources view, and you can change or fill in the details there. So, we'll spend a little more time on the resource inspector when we get into more of those details around things like efficiency and start and end. So, there you see all of the different ways to assign resources to tasks, and I wanted to go over that in detail, because it's one of the important connection points. I find it easier to work in resource mode when I'm sort of setting some of this up, but then I do find that I wind up back in task view, where I'm continuing to assign resources to tasks and make adjustments, and you can start to see this isn't all the way done, but you can start to see as these assignments are growing that you see them listed right there on the Gantt chart.
The course explains how to most efficiently create and assign resources, including grouping resources, assigning duration and effort, and modifying individual schedule expectations. Learn how to use views; track project progress with critical paths, Gantt charts, and baselines; and configure different project settings. Chapter 9 shows how to work with OmniPlan Pro's expanded feature set, including Monte Carlo simulations and the multiproject dashboard.
- Navigating the OmniPlan interface
- Viewing projects as Gantt charts
- Starting new projects
- Creating milestones, tasks, and dependencies
- Grouping and splitting tasks
- Assigning resources to tasks
- Working with the Calendar and Network views
- Checking and finalizing a project plan
- Gauging progress with baselines
- Configuring start and end dates, styles, templates, and more
- Working with OmniPlan Pro