Join Jason Osder for an in-depth discussion in this video Create resources in OmniPlan, part of OmniPlan 3 Essential Training.
- Resources are one of the key elements…of managing projects with OmniPlan.…And resources are pretty much what you think they would be.…In most cases, they are staff,…the people who do the work to get your projects done.…Although resources can be other things,…such as equipment or materials.…Really, think of them as any item…that will be utilized to get a task done…and therefore get a project done.…And to this point, we've mostly looked at…tasks and dependencies.…
And we're here in Task view.…For the first time, I want to switch over…to the Resources view.…And what you'll see is things are…a lot more spartan over here.…There is a reflection of all of our tasks,…and they are unassigned,…and you can see that this resembles…pretty well what we have over in Task view,…but it's designed in a different way.…On the left, you see a similar outline portion…to what we have in the Task view,…but in this case, we're at that starting position.…Things are pretty much blank,…and we just have one resource,…Resource 1, by default.…
Author
Jason Osder
Released
1/20/2016The 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
Skill Level Beginner
Duration
Views
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Introduction
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Welcome38s
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What you need to know2m 3s
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How to install the software3m 20s
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1. Navigate the Interface
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The OmniPlan toolbar4m 10s
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Options for OmniPlan views3m 23s
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Zoom in and out in time1m 57s
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How to use the Inspectors3m 53s
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2. Work with Projects and Project Elements
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Create a milestone3m 33s
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Create tasks3m 55s
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Create dependencies3m 53s
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3. Work with Tasks
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Set task duration4m 3s
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Group tasks3m 50s
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Create hammock tasks2m 47s
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Split tasks2m 46s
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Update task completion2m 27s
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4. Work with Resources
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Create resources in OmniPlan4m 21s
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Assign resources to tasks4m 42s
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Group resources2m 12s
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Set units and efficiency3m 27s
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Edit resources4m 54s
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5. Calendar and Network Views
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Explore Calendar view2m 23s
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Set up working hours2m 33s
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Create and edit exceptions2m 39s
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6. Finalize a Project Plan
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Network view3m 11s
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Level resources7m 7s
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Resolve violations3m 26s
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Check the critical path3m 9s
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7. Gauge Progress with Baselines
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Set the baseline1m 45s
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Revise the baseline3m 58s
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Catch up2m 57s
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8. Project Configuration
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Set start and end dates4m 58s
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Project formats2m 47s
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Styles3m 40s
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Templates3m 41s
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Manage templates3m 14s
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Export OmniPlan projects3m 58s
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Print projects3m 21s
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Explore Preferences2m 51s
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9. OmniPlan Pro
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Publish and subscribe3m 52s
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Track Changes2m 36s
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Monte Carlo simulations3m 10s
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Multi-project dashboard3m 45s
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Reports4m 58s
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Additional Pro features3m 23s
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Conclusion
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Learn more34s
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Video: Create resources in OmniPlan