Learn how to create resources that represent the people available to work on projects.
- [Instructor] To figure out how many projects…your team can handle, you have to compare…estimated workloads to resource availability.…Setting up named resources for your people…in project is the first step to determining…that resource availability.…In this course, I'm going to use skills…to names these resources.…It makes it easier to identify…the ones we want to choose later on.…So let's head to the first blank Resource Name cell…and I'm going to add a project manager.…
I'm going to call it PM Named 1,…and I'll press enter to go to…the next blank Resource Name cell.…Of course, you would be putting in the actual name…for one of your project managers.…So now, the second project manager,…I'll call PM Named 2, I'll press enter…and now I'm going to add analysts.…So the first one is Analyst Named 1.…I press enter to go to the next Resource Name cell…and of course, Analyst Named 2.…
Now let's add a designer.…Finally, we'll add the developers.…So the first one will be Dev Named 1.…I press enter, Dev Named 2, press enter,…
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- Setting up portfolio measures
- Creating custom fields to calculate selection criteria
- Defining custom fields for risk measures
- Setting up resource planning
- Building a list of projects
- Adding graphical indicators to the portfolio dashboard
- Evaluating projects for the portfolio
- Reviewing demand and availability for each skill set
- Building a rough schedule
- Managing the portfolio