Assigning resources to tasks in Microsoft Project, part of the Microsoft Office suite, will allow you to take in the full scope of your project. Using this function for your work flow will also allow you to see how long a task will take, what the costs of a task will be, the task schedule and the availability of the associated resources. This video explains how to assign resources to tasks, how to change the details of resources once they're assigned and how to delete resources.
Your project schedule doesn't come into focus until you assign resources to tasks.…How many resources you assign, their work schedule and availability all affect…how long tasks take.…Project offers several methods for assigning resources to tasks.…The Gantt Chart view with the entry table is great for simple assignments.…So here is the Gantt Chart view.…I'm going to widen the table so I can see the Resource Names column.…Now when you use this view it's a good idea to turn off the summary tasks, and…that way you just see the work tasks that you want to assign the resources to.…
So go to the Format tab, turn off the Summary Tasks checkbox, and now here are…the work tasks that we want to assign resources to.…So I want to assign a resource to this first task, Identify physical requirements.…So I click the Resource Names cell, click the down arrow, in this case turn on…the checkbox for the Relo PM.…Then when I press Enter the assignment is made.…One of the great things about this method is you can easily copy assignments to…
Author
Bonnie Biafore
Released
4/18/2013Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- Choosing the right Project edition
- Creating and saving projects
- Setting up calendars
- Creating individual and recurring tasks
- Linking and timing tasks
- Assigning tasks to resources
- Viewing your data differently with sorting, grouping, and filtering
- Fine-tuning the project schedule
- Understanding baseline, schedule, and actual values
- Reporting on the project status
- Sharing projects<br><br>
- The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
Skill Level Beginner
Duration
Views
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Introduction
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Welcome57s
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1. Working with Project
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Using the Ribbon4m 19s
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Finding commands3m 49s
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2. Setting Up Project Files
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Setting up calendars2m 45s
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Setting basic options5m 27s
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3. Creating Tasks
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Creating a manual task2m 31s
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Creating a milestone task1m 25s
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Creating a recurring task4m 18s
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Creating a summary task4m 8s
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Displaying summary tasks2m 30s
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4. Linking and Timing Tasks
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Linking tasks5m 51s
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Adding lag or lead time2m 46s
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Viewing tasks and task links4m 57s
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5. Creating Resources
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Understanding resources2m 16s
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Creating a work resource8m 45s
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Creating a cost resource3m 21s
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6. Assigning Tasks to Resources
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Finding overallocations3m 56s
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7. Working with Views
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Choosing a view4m 50s
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Working with a table3m 1s
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Using the Timeline view5m 17s
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Sorting tasks and resources4m 27s
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Grouping tasks and resources4m 45s
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Modifying task bar layout2m 48s
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Modifying text formatting2m 52s
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8. Fine-Tuning the Project Schedule
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Reviewing the critical path3m 53s
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Splitting a task2m 7s
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Adjusting a work contour2m 53s
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Leveling resources4m 54s
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Inactivating a task2m 41s
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9. Tracking and Managing a Project
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Adding tasks to a baseline5m 54s
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Updating the schedule8m 45s
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Assigning overtime4m 35s
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Updating costs2m 15s
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Rescheduling unfinished work3m 45s
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10. Viewing and Reporting Project Information
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Using earned value5m 12s
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Printing views and reports4m 22s
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11. Sharing Projects
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Saving to other formats5m 27s
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Importing and exporting5m 47s
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Conclusion
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Next steps56s
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Video: Assigning resources to tasks