The Team Planner view is only available with Microsoft Project Professional within Microsoft Office. Using Team Planner to assign resources provides an easy way for small teams to keep track of resources. The planner view displays scheduled and unscheduled tasks and task resources in a timescale with dates across the top. This video explains how to assign resources using the Team Planner view and how to move and reassign resources to other tasks.
The Team Planner view is only available in Project Professional.…It's an easy way to work on resource assignments for small teams.…It shows a swim lane for each resource assigned to the project and the tasks…they are working on appear in a timescale.…To see the team planner view, go to the View tab and then click Team Planner.…On the left side, you see a list of the resources assigned to the project and…then a swim lane like in a swimming pool for each one.…Well, I'm going to scroll down a little bit to see the Relocation Project Manager.…
And one thing you notice is there is an Unscheduled Tasks column. …That represents tasks that are assigned to a resource, but don't have any dates.…So I manually scheduled tasks.…For tasks like this you can just drag them into the Timescale.…Grab it, you see the four-headed arrow and then drag it to where you want it;…in this case, I'm going to put it on the week of February 23 and it drops into place.…The bottom of the window has a panel for Unassigned Tasks, so this represents…
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: Using Team Planner to assign resources