Slide 1

Resource Loading the Scheduling ToolCreate the Resource SheetApply the correct resources to activitiesLoad the required resourcesViewing resources

#3PM3_T_B Planning TimeCreate the Resource Sheet

Determine Resource Breakdown StructureSimilar to Organizational Breakdown Structure (ie. Org Chart) except different functions may be further defined into skill groups/levels (eg. Engineer into Junior/Senior/Staff Engineer; Test Engineer into System Test Engineer/Component Test Engineer)Unique nomenclature assignedDetermine resource availability From Charter and/or Resource Contracts (see Kicking off the Team)Rate information derived from HR/cost accounting systemPay rate, overtime rate, overhead rateTypical workday (eg. 7.5h, 8h, 12h) may be entered here or in standard work calendar

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#3PM3_T_B Planning TimeApplying Resources to ScheduleUsing Resource Work viewWindow/SplitRight click in bottom pane and select Resource WorkSlower but allows full flexibility to enter resources and rates

Using Task Info dialogDouble click on activityChoose Resource TabResource Application RulesActivities only; no resources against WBS All resources required to do an activity should be booked into the same activity

#3PM3_T_B Planning TimeApplying Resource UsageApplying Labour ResourcesNeed to define:Units = how many people working (eg. 100%=1 person full time)Work= how many personhours the activity takes (eg. A report takes 20h to write)Duration = how many work days the activity takes (eg. It takes 3h to Monitor paint drying time.Need to decide whether task is:Effort driven forces the initial Duration of the Activity to be determined by the Units and Work selected for the resources initially assigned to the activity, and then when new resources are assigned.Fixed Duration, Fixed Work or Fixed Units = this measure will be kept constant, whenever one of the others is changed (eg. Set to Fixed Units with Process Engineer available 100%=8h/day; Work changed from 80h to 40h; SW changes Duration from 10d to 5d) Most useful setting for most Engineering tasks is Effort Driven/Fixed Work since generally the length of time to perform the work is directly related to the amount of resources available.Applying Non-Labour ResourcesHave no impact to durationUnits is multiplied by Std Rate on Resource Sheet to give measure in Material Units (eg. Units=3, will give 3000 kg if Resource Sheet Material Units = kg and Std Rate =1000

#3PM3_T_B Planning TimeViewing Activity Resources

Task Info Box check what resources assigned while doing other workResource Work view most useful for initial entry and systematic reviewResource Name column rarely used, for display or transfer to Excel

#3PM3_T_B Planning TimeViewing Project Resources

Resource Usage ViewTask Usage ViewResource Graph View

#3PM3_T_B Planning TimeWORKED EXAMPLE: Table Construction ProjectResource load the schedule for the Table Construction Project using Table Construction Sequencing Complete.mppAdditional Info:See Org Chart, Project Charter and Responsibilities Allocation Matrix on next slide

#3PM3_T_B Planning TimeWORKED EXAMPLE: Table Construction Project

Project Charter excerpt:project will require one full time carpenter, will share a painter currently working on Projects A and B, and will require minimal support (approx 10%) from QA

#3PM3_T_B Planning Time