Join Bonnie Biafore for an in-depth discussion in this video Substituting resources during planning, part of Managing Resource-Constrained Projects with Microsoft Project.
- You might need to replace resources…while you're still planning your project.…Suppose management didn't assign someone…you wanted on your team.…If that happens, you can replace that person…with someone who is on your team.…In another movie, we set up Chiquita Walsh…as a proposed resource.…We wanted her on the project, but sadly,…she wasn't assigned.…So now we have to replace any task she was assigned to…with somebody who is on the team.…In the Gantt chart, I'm going to filter the task list…to show the tasks that Chiquita is assigned to.…
To do that, go to the Resource Names column.…There's a down arrow on the right side of the column.…Go ahead and click that.…Turn off the Select All check box,…and then, down at the bottom of the list,…turn on just the check box for Chiquita Walsh.…When you click OK, you get a filtered task list…that only has the work tasks that she's assigned to.…There are only three tasks that we need to replace her on.…A really easy way to do that is to use…the Assign Resources dialog box.…
Taught by expert project manager Bonnie Biafore, this course first shows how to create a resource plan to see if a project is feasible given the available resources. Then learn how to schedule project resources, assign them to tasks, check for overallocations, and resolve issues with techniques like substituting resources and extending and delaying tasks. Once the plan is established and work is ready to start, Bonnie shows how to execute the schedule by setting a baseline, entering actuals for the project, and recording overtime.
Note: This course was designed in collaboration with author John Riopel.
Lynda.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.
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- Developing a project resource plan
- Replacing and substituting resources
- Tracking down overallocations
- Assigning contractors to offload work
- Adding resources
- Leveling resources
- Recording project progress
- Assigning overtime