Microsoft Project User GroupSeptember 2002 - Chapter

MeetingResource Pooling

Presented by James Nuthall

Brentford Technologies, Inc

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Resource Pooling

RESOURCE POOLING

• What is Resource Pool?• Why consider Resource Pool?• Initial Resource Pool Set-up• Sharer Project Schedule Set-up• Updating the Resource Pool• Reviewing the Resource Pool

What is it?

• Ability to see combined resource work load across projects

• Ability to manage resource information in a single repository

Resource on Multiple Projects

Project A

Time

Project D

Wo

rk

Project B

Project C

Project E

Project F

Work Week Hours

•Is Resource Over / Under Utilized ?•If so, where / when?•By how much?

Schematic of Projects across country / continents

.mpp .mpp.mpp.mpp .mpp .mpp.mpp

•How long do you need them?•When will you need them?•How much work will they be doing?

Why Consider it?

• Reduced work effort - Centralized Resource information & maintenance– Rates– Holidays– Vacations– Training classes– Un-Available time

Initial Set-up – Gantt View

Initial Set-up – Resources

Add a Schedule to Res. Pool

Add more Schedule(s)

Resource Pool – Gantt

Resource Pool - Resources

Auto filter Icon

Resource Pool–Resource Usage

Resource Usage view icon

Opening the Resource Pool

Opening Resource Pool (1)

Opening Resource Pool (2)

Opening Resource Pool (3)

Updating Sharer’s project

Saving Sharer’s Changes

Review Pool Information

Resource Pool–Code & Group

Some other Tips when using Resource Pooling

• Save Workspace…• Arrange All• Crtl+ F6 keys• Auto Filter – Custom filters

Do and Don'ts

• Set–up a weekly process for when PM’s will have their .mpp’s up to date and ready for you to review

• Communicate with your PM’s on any updates that effect their schedules

Last Word!!

• This is not a replacement for:– Project 2000 Central– Project 2002 Server

• However for 20+ project schedules and over 250 team members it worked for me!

RECAP

• What is Resource Pool?• Why consider Resource Pool?• Initial Resource Pool Set-up• Sharer Project Schedule Set-up• Updating the Resource Pool• Reviewing the Resource Pool