Pinto Pm2 Ism Ch12

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    INSTRUCTORS RESOURCE MANUAL

    CHAPTER TWELVEResource Management

    To Accompany

    PROJECT MANAGEMENT: Achieving Competitive Advantage

    ByJeffrey K P!n"o

    Copyright 2010 Pearson Education, Inc. Publishing as Prentice Hall

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    CHAPTER #$

    PROJECT PROFILE The Road to Green: Con ert!ng a Po"er P#ant

    I$TRO%&CTIO$

    1'(1 The $ature o) Resource Constra!nts on Pro*ects

    1'(' Resource Load!ng

    1'(+ Constra!ned Pro*ects

    1'(, Resource Le e#!ng Pro*ects

    -te. One: %e e#o. Resource Load!ng Ta/#e

    -te. T"o: %eterm!ne 0ct! !t Late F!n!sh %ates

    -te. Three: Ident!) Resource O era##ocat!on

    -te. Four: Resource Le e# the Load!ng Ta/#e

    -.#!tt!ng 0ct! !t!es

    O.t!m!2at!on Mode#s

    1'(3 Manag!ng Resources !n Mu#t!4Pro*ect En !ronments

    Reso# !ng Resource 0##ocat!on %ec!s!ons !n Mu#t!4.ro*ect En !ronments

    -ummar

    5e Terms

    -o# ed Pro/#ems%!scuss!on 6uest!ons

    Pro/#ems

    Case -tud 1'(1: The Pro/#ems o) Mu#t!tas7!ng

    Internet E8erc!ses

    M-Pro*ect E8erc!ses

    PMP Cert!)!cat!on -am.#e 6uest!ons

    Integrated Pro*ect Manag!ng 9our Pro*ect s Resources

    ;!/#!ogra.h

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    TRANSPARENCIES

    #$ # CONSTRAINTS ON PROJECTS

    # TECHNICAL CONSTRAINTS

    $ PH%SICAL CONSTRAINTS

    & RESOURCE CONSTRAINTS

    ! PEOPLE

    ! MATERIALS

    !! MONE%

    !!! E'UIPMENT

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    #$ $ RESOURCE LOA(IN) TABLE WITH OVER ALLOCATION

    M!croso)t .roduct screen shot

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    #$ & RESOURCE LOA(IN) TABLE

    M!croso)t .roduct screen shot

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    #$ * PRIORITI+IN) ACTIVITIES ,OR RESOURCEALLOCATION

    # T-o.e /!"- "-e .ma00e." amo1n" of .0ac2

    $ T-o.e /!"- "-e .ma00e." 31ra"!on

    & T-o.e /!"- "-e 0o/e." ac"!4!"y !3en"!f!ca"!on n1m5er 6e 7 8 "-o.e

    "-a" ."ar" ear0!e." !n "-e WBS9

    * T-o.e /!"- "-e mo." .1cce..or "a.2.

    : T-o.e re;1!r!n7 "-e mo." re.o1rce.

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    #$ : E : > : ??

    B * : @ #> #

    C : : #> : #> ??

    ( : ## #* &

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    , #> # #> # ??

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    H # $& # $& ??

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    J & #: # $> $& :

    K : $& $ $& $ ??

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    #$ : 6CON(9

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    #$ : 6CON(9 D SAMPLE PROJECT NETWORK

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    #$ : 6CON(9 ? Ac"!4!"y ,0oa" an3 Re.o1rce Nee3. for "-e Samp0e Ne"/or2

    Ac"!4!"y (1ra"!on To"a0 ,0oa" Re.o1rce Ho1r.Nee3e3 Per Wee2

    To"a0 Re.o1rce.Re;1!re3

    0 3 B > +B; , 1 ' @C 3 B , 'B% > + + 1@E > 1 + 1@F > B ' 1'G , + , 1>

    ? B + '1I 3 + , 'BJ + 3 ' >5 3 B 3 '3

    Tota# 1A,

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    #$ RESOURCE LOA(IN) TABLE ,OR SAMPLE PROBLEM

    0

    2

    4

    6

    8

    10

    12

    1 3 5 7 9 11 13 15 17 19 21 23 25 27

    Project Days

    R e s o u r c e

    R e q u

    i r e m e n

    t s

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    #$ Re.o1rce Loa3!n7 Ta50e for Samp0e Ne"/or2 W-en Ac"!4!"y ,0oa" !. Inc013e3

    Januar Fe/ruar

    0ct! !t 1 ' + , 3 @ A 1B 11 1' 13 1> 1? 1@ 1A '' '+ ', '3 '> 'A +B +1 1 ' 3 > ?

    0 > > > > >

    ; ' ' ' '

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    % + + + + + +

    E + + + + + +

    F ' ' ' ' ' '

    G , , , ,

    + + + + + + +

    I , , , , ,

    J ' ' '

    5 3 3 3 3 3

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    Tota# > > > > > A A A A 1B @ A A A A @ A A ? ? + + + 3 3 3 3 3 < D Late F!n!sh=

    #$ D Re.o1rce Le4e0!n7 "-e Ne"/or2 Ta50eJanuar Fe/ruar

    0ct! !t 1 ' + , 3 @ A 1B 11 1' 13 1> 1? 1@ 1A '' '+ ', '3 '> 'A +B +1 1 ' 3 > ?

    0 > > > > >

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    5 3 3 3 3 3

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    Tota# > > > > > A A A A ? @ A A A A A A A A ? + + + 3 3 3 3 3 < D Late F!n!sh=

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    #$ @ RESOURCE LEVELIN) THROU)H SPLITTIN) ACTIVITIES

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    #$ #> SAMPLE RESOURCE LOA(IN) CHART

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    Pro*ect %a s

    ' , > @ 1B 1' 1,

    Resources

    @

    >

    ,

    '

    0

    C

    ; %

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    (ISCUSSION 'UESTIONS

    1= Cons!der a .ro*ect to /u!#d a /r!dge o er a r! er gorge( hat are some o) theresource constra!nts that "ou#d ma7e th!s .ro*ect cha##eng!ng

    Resource constra!nts "ou#d !nc#ude mone /udget constra!ntsH s.ec!a#!2ed e u!.mentH

    #arge mater!a# re u!rementsH and .ersonne# constra!nts re o# !ng around contractorsH and

    h!gh# 4s7!##ed construct!on cre"( 0 /r!dge !s su/*ect to man .otent!a# r!s7s re#ated to

    en !ronmentH techno#og and .h s!ca# construct!on( 0## .ut the .ro*ect !n *eo.ard o)

    o ere8tend!ng !ts /udget "h!ch can ma7e monetar /udgets and necessar reser es a

    centra# resource constra!nt( %ue to the s.ec!a#!2ed e u!.ment and .ersonne# re u!redH

    schedu#!ng these resources to arr! e at a..ro.r!ate t!mes !s !m.ortant( E u!.ment renta#s

    and #a/or can /e e8.ens! eH so !t !s !m.ortant to schedu#e these resources so that the

    arr! e *ust !n t!me )or useH ho"e er th!s can /e d!))!cu#t to accurate# .red!ct( It !s a#so

    un#!7e# that the same .ersonne# "!## /e re u!red throughout the .ro*ect( One

    construct!on team ma /e needed )or .our!ng )oundat!onsH "h!#e another !s h!red to .a e

    the dr! !ng sur)ace( 0ga!nH !dent!) !ngH se uenc!ng and schedu#!ng these resources !s

    !ta# to the .ro*ect s on t!me com.#et!on(

    '( For man .ro*ectsH the 7e resources to /e managed are the .ro*ect team .ersonne#(

    E8.#a!n !n "hat sense and ho" .ro*ect team .ersonne# are o)ten the .ro*ect cr!t!ca#

    resource(

    Pro*ect teams are created to .er)orm "or7 on a s.ec!)!c .ro*ect( -!nce .ro*ects o)ten

    re u!re a team mem/er s e8.ert!se !n more than one areaH !t !s not uncommon )or a team

    mem/er to /e ass!gned to more than one tas7 !n the .ro*ect( The .ro/#em comes "hen

    these t"o tas7s need to occur s!mu#taneous# ( I) on# one .erson on the team or "!th!n

    the organ!2at!on can .er)orm the )unct!onH then team .ersonne# /ecomes the cr!t!ca#

    resource constra!n!ng the a/!#!t to com.#ete the .ro*ect as .#anned( 0#ternate schedu#!ng

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    has to /e made !n order to ena/#e com.#et!on o) /oth tas7s and henceH .rogress on the

    .ro*ect to cont!nue(

    +( hat !s the .h!#oso.h under# !ng resource #oad!ng hat does !t do )or our .ro*ect

    h !s !t a cr!t!ca# e#ement !n e))ect! e# manag!ng the .ro*ect .#an

    Resource #oad!ng !dent!)!es the amount o) resources needed o er the .ro*ect /ase#!ne( It

    !s a .rocess that ass!gns resources !n the re u!red amount to each .ro*ect act! !t (

    Resource #oad!ng ma.s out resource use o er the durat!on o) the .ro*ect( It !s a use)u#

    too# )or team mem/ers to determ!ne con)#!ct!ng uses and o er a##ocat!on o) resources

    .r!or to the start o) the .ro*ect( It !s cr!t!ca# to e))ect .ro*ect management !n that !t .ro !des a /etter .!cture o) resource a a!#a/!#!t H constra!nts and m!sa##ocat!on( Th!s

    a##o"s managers to determ!ne more accurate# !) e8tra resources are re u!red and !) the

    .ro*ect /ase#!ne !s reasona/#e(

    ,( It has /een argued that a .ro*ect schedu#e "h!ch has not /een resource #e e#ed !s

    use#ess( %o ou agree or d!sagree "!th th!s statement h or "h not

    Th!s uest!on re u!res students to recogn!2e that !t !s on# a)ter a schedu#e has /een

    resource4#e e#ed that !t re.resents a true .ers.ect! e o) ho" #ong act! !t!es and the .ro*ect

    as a "ho#e are e8.ected to ta7e( It !s !m.ortant that !nstructors c#ear# !dent!) the

    #!n7age /et"een schedu#es and resource a a!#a/!#!t and comm!tment )or !a/#e .ro*ect

    t!me)rames to com.#et!on(

    3( %!scuss the nature o) t!me cost tradeo))s on .ro*ects( hat does th!s conce.t !m.#

    )or our .ro*ect management .ract!ces

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    hen a resource !s o er a##ocatedH mean!ng !t !s needed to .er)orm mu#t!.#e tas7s at one

    t!me or !s needed !n a greater uant!t than the current su..# H t!me cost tradeo))

    dec!s!ons ha e to /e made( %ue to the o er a##ocat!onH .ro*ect managers must dec!de to

    e!ther !ncrease the o era## t!me o) the .ro*ect / e8tend!ng the schedu#e to a##o" e8tra

    t!me to com.#ete /oth tas7s or !ncrease the /udget to a##o" )or em.#o ment o) add!t!ona#

    resource use( E!ther "a H the .ro*ect !s go!ng to run o er .ro*ected )!guresH !t !s s!m.# a

    matter o) "hether the /udget or t!meta/#e "!## /e e8tended(

    >( hen resource #e e#!ng a .ro*ectH there are a num/er o) heur!st!cs that can he#. us

    .r!or!t!2e those act! !t!es that rece! e resources )!rst( E8.#a!n ho" each o) the )o##o"!ng

    heur!st!cs "or7s and g! e an e8am.#e:

    a( 0ct! !t!es "!th the sma##est s#ac7: Those act! !t!es that ha e the sma##est amount o)

    s#ac7 are g! en .r!or!t )or resources( Th!s !s done to reduce the amount o) s#!..age !n

    the o era## .ro*ectH / attem.t!ng to meet the demands o) t!ghter dead#!nes( For e8am.#eH

    !) act! !t 0 has , da s o) s#ac7 t!me and act! !t ; has + da s o) s#ac7 t!me( ThenH

    resources needed to com.#ete ; are a##ocated )!rst( 0ct! !t 0 !s schedu#ed around the

    resource use o) ;(

    /( 0ct! !t!es "!th the sma##est durat!on: The act! !t re u!r!ng the shortest amount o) t!me

    to com.#ete ma rece! e resources )!rst( Th!s heur!st!c )ocuses on com.#et!ng a the

    greatest num/er o) tas7s / gett!ng shorter tas7s out o) the "a /e)ore engag!ng !n #ong4

    term ass!gnments( In th!s caseH !) act! !t 0 ta7es 1B da s to com.#ete "h!#e act! !t ;

    "!## ta7e '3 da s( ThenH 0 !s schedu#ed )!rst and resources )or ; are ass!gned /ased on

    rema!n!ng a a!#a/!#!t (

    c( 0ct! !t!es "!th the #o"est !dent!)!cat!on num/er: Tas7s start!ng ear#!er !n the ;-

    se uence are ass!gned resources /e)ore those occurr!ng #ater( I) 0 /eg!ns on da 1 o) the

    .ro*ect and ; /eg!ns on da >H then resources "!## /e ass!gned to 0 )!rst(

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    d( 0ct! !t!es "!th the most successor tas7s: Resources are ass!gned to the tas7 "h!ch has

    the greatest num/er o) su/se uent tas7s( Th!s attem.ts to a##o" !ncrease the num/er o)

    do"nstream tas7s that are a/#e to get under"a ( 0ssum!ng act! !t 0 has , successor

    tas7s )o##o"!ng !ts com.#et!on and ; has > successor tas7s( ; "!## /e ass!gned resources

    )!rstH #ea !ng 0 to /e schedu#ed "!th the rema!n!ng resource a a!#a/!#!t (

    e( 0ct! !t!es "!th re u!r!ng the most resources: 0ct! !t!es re u!r!ng the greatest use o)

    resources !s ass!gned .r!or!t ( ThenH those "!th #esser re u!rements are a##ocated( ereH

    !) 0 re u!res 1B .eo.#e and 3 s.ec!a#!2ed mach!nes )or !ts com.#et!on "h!#e ; on# needs

    3 .eo.#e and 1 mach!neH then 0 "!## /e schedu#ed )!rst(

    ?( Mu#t!4tas7!ng can ha e an !m.ortant negat! e !m.act on our a/!#!t to resource #e e#

    a .ro*ect( hen our team mem/ers are !n o# ed !n mu#t!.#e add!t!ona# comm!tmentsH

    "e must /e care)u# not to ass!gn the!r t!me too o.t!m!st!ca## ( In )actH !t has /een sa!d:

    Remem/erH ,B hours !s not the same as one "ee7 s "or7( Comment on th!s !dea( o"

    does mu#t!4tas7!ng ma7e !t d!))!cu#t to accurate# resource #e e# a .ro*ect

    Mu#t!4tas7!ng decreases em.#o ee e))!c!enc /ecause em.#o ee t!me !s d! !ded among

    mu#t!.#e .ro*ects( Th!s d! !s!on creates do"n t!me as em.#o ees sh!)t )rom one .ro*ect to

    the ne8t( -!m.#e th!ngs such as t!me s.ent gett!ng to a ne" #ocat!on or t!me s"!tch!ng

    )rom on set o) thought .rocesses to another eat u. t!me that em.#o ees cou#d /e s.end!ng

    on tas7 accom.#!shment( There)oreH schedu#!ng ma /ecome d!))!cu#t /ecause

    em.#o ees t!me de oted to one .ro*ect /eg!ns to a))ect the!r t!me a a!#a/!#!t )or other

    .ro*ects( Managers !n charge o) schedu#!ng need to /e a"are that an em.#o ee has

    mu#t!.#e res.ons!/!#!t!es and not assume that he or she can de ote the!r )u## amount o)

    "or7!ng hours to one .ro*ect(

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    @( h !s resource management s!gn!)!cant# more d!))!cu#t !n a mu#t!4.ro*ect

    en !ronment hat are some ru#es o) thum/ to he#. .ro*ect managers /etter contro#

    resources across se era# s!mu#taneous .ro*ects

    0 mu#t!4.ro*ect en !ronment creates se era# .ro/#ems( One !s that us!ng resources )or

    one .ro*ect ma mean that those resources are not a a!#a/#e )or a co4e8!st!ng .ro*ect(

    0nother stems )rom underut!#!2at!on o) resources( One .ro*ect ma ho#d on to resources

    e en !) !t !s not current# us!ng them( Th!s ma occur /ecause the team does not "ant to

    re#!n u!sh the asset )or )ear the ma not /e a/#e to get !t /ac7 "hen the need !t( On the

    other handH shared resources ma /ecome s.read too th!n# resu#t!ng !n the de#a o)

    mu#t!.#e .ro*ects( hen shared resources e8!st !n a mu#t!4.ro*ect en !ronmentH a de#a

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    CASE STU(%

    Ca.e S"13y #$ # T-e Pro50em. of M10"!"a.2!n7

    The caseH The Pro/#ems o) Mu#t!tas7!ngH h!gh#!ghts some o) the cr!t!ca# !ssues that

    students must a/sor/ !n terms o) the re#at!onsh!. /et"een .ro*ect act! !t schedu#!ng and

    resource a a!#a/!#!t ( Man )!rms re u!re that the!r .ro*ect team mem/ers engage !n so

    man d!))erent .ro*ects at the same t!me

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    h!#e there !s some truth to th!s statementH due to man )!rms des!re to o.erate "!th a

    #ean sta))H th!s statement can /e a er good source o) d!scuss!on among students !n a

    c#assroom sett!ng( One method )or m!n!m!2!ng the .ro/#ems "!th mu#t!tas7!ng !s to do a

    /etter *o/ o) .ro*ect .ort)o#!o managementH add!ng ne" .ro*ects to the .ort)o#!o on# a)ter

    cons!der!ng resource a a!#a/!#!t !n add!t!on to other strateg!c )actors(

    += ;ecause o) the .ro/#ems o) mu#t!4tas7!ngH .ro*ect managers must remem/er that

    there !s a d!))erence /et"een an act! !t s durat!on and the .ro*ect ca#endar( In

    other "ordsH ,B hours o) "or7 on a .ro*ect tas7 !s $OT the same th!ng as one

    "ee7 on the /ase#!ne schedu#e( P#ease comment on th!s conce.t( h does

    mu#t!tas7!ng decou.#e act! !t durat!on est!mates )rom the .ro*ect schedu#e

    -ee the genera# d!scuss!on o) the case a/o e( Mu#t!tas7!ng con)uses accurate resource

    re u!rements .#ann!ng /ecause !t adds a #e e# o) com.#!cat!on to th!s .rocess( In

    de e#o.!ng a resource4#e e#ed .ro*ectH !t !s cr!t!ca# that a## the resource s comm!tments /e

    )actored !nto the schedu#eH not *ust the!r comm!tments to the current .ro*ect !tse#)(

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    PROBLEMS

    Cons!der a .ro*ect "!th the )o##o"!ng !n)ormat!on:

    0ct! !t %urat!on Predecessors

    0 + 44

    ; 3 0

    C ? 0

    % + ;H C

    E 3 ;

    F , %G ' C

    3 EH FH G

    0ct! !t %urat!on E- EF L- LF -#ac7

    0 + B + B + 44

    ; 3 + @ 3 1B '

    C ? + 1B + 1B 44

    % + 1B 1+ 1B 1+ 44

    E 3 @ 1+ 1' 1? ,

    F , 1+ 1? 1+ 1? 44

    G ' 1B 1' 13 1? 3

    3 1? '' 1? '' 44

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    0ct! !t %urat!on Tota# F#oat Resource ours $eeded .er

    ee7

    Tota# ResourcesRe u!red

    0 + "ee7s 44 > 1@; 3 "ee7s ' , 'BC ? "ee7s 44 , '@% + "ee7s 44 > 1@E 3 "ee7s , ' 1BF , "ee7s 44 , 1>G ' "ee7s 3 + >

    3 "ee7s 44 > +BTota# 1,>

    0( Construct the .ro*ect act! !t net"or7 us!ng 0O$ methodo#og (;( Ident!) the cr!t!ca# .ath and other .aths through the net"or7(C( Create a T!me4Phased Resource Load!ng Ta/#e )or th!s .ro*ectH !dent!) !ng the

    act! !t ear# start and #ate )!n!sh .o!nts%( 0ssume that the ma8!mum resource hours .er "ee7 a a!#a/#e )or the .ro*ect are

    e!ght( Can ou !dent!) an "ee7s "!th resource o er comm!tmentsE( Resource #e e# the #oad!ng ta/#e( Ident!) the act! !t that can /e reschedu#ed and

    recon)!gure the ta/#e to sho" th!s rea##ocat!on(

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    So01"!on "o #

    M!croso)t .roduct screen shot

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    So01"!on "o Pro50em $

    0#ternat! e Paths through the $et"or7:

    1( 0 ; E

    '( 0 ; % F

    +( 0 C G

    Cr!t!ca# Path: 0 C % F

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    So01"!on "o Pro50em &

    ee7s

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    D Late F!n!sh

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    So01"!on "o Pro50em *

    Resources are o ercomm!tted !n "ee7s 11 and 1' / three hours each

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    So01"!on "o Pro50em :

    ee7s

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    Pro50em

    Cons!der the .art!a# resource #oad!ng chart sho"n /e#o"( -u..ose that the ma8!mumresource hours ou can comm!t .er da are @(

    a( hat are the dates on "h!ch .ro*ect resources are o er a##ocated /( o" shou#d the resource #oad!ng ta/#e /e recon)!gured to correct )or th!s o era##ocat!on

    c( $o"H su..ose that the ma8!mum resources hours .er da ou can comm!t arereduced to >( o" "ou#d ou recon)!gure the resource #oad!ng ta/#e to ad*ust

    hat "ou#d /e the ne" .ro*ect com.#et!on date

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    So01"!on "o Pro50em 6a9

    O er a##ocat!on occurs on the "ee7 o) the @ th through the 11 th( Tota# hours a##ocated )oreach o) these )our da s !s n!ne(

    So01"!on "o Pro50em 659

    The s!m.#est method "ou#d /e to de#a the start o) 0ct! !t ; to !ts #ate )!n!sh dates assho"n !n the )!gure /e#o"(

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    Copyright 2010 Pearson Education, Inc. Publishing as Prentice Hall

    +3

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    -o#ut!on to Pro/#em >

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    MSPro=ec" E

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    Pro50em #$ $

    &s!ng the a/o e !n)ormat!onH .roduce a Resource &sage sheetH !dent!) !ng the tota#

    num/er o) hours and da!# comm!tments o) each .ro*ect team mem/er(

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    The )o##o"!ng !s a .art!a# Resource &sage sheetH !dent!) !ng the team mem/ers and the!r

    tota# "or7 hour comm!tments(

    M!croso)t .roduct screen shot

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    Pro50em #$ &

    Re)er to the act! !t net"or7 ta/#e /e#o"( -u..ose that "e mod!)!ed the or!g!na# ta/#e

    s#!ght# to sho" the )o##o"!ng .redecessor re#at!onsh!.s /et"een tas7s and resources

    ass!gned to .er)orm these act! !t!es( Enter th!s !n)ormat!on us!ng M-Pro*ect !n order to

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    act! !t on a )u##4t!me /as!s(

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    0( &ser sur e , $one Ga!# !#7!ns

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    0( &s!ng the Resource &sage !e"H can ou determ!ne an "arn!ng s!gns that

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    team

    So01"!on

    The out.ut h!gh#!ghts

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    M!croso)t .roduct screen shot

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    M!croso)t .roduct screen shot

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    Pro50em #$ *

    &s!ng the !n)ormat!on .ro !ded !n .ro/#em 1'(+ a/o eH ho" m!ght ou resource #e e# th!s

    net"or7 to remo e the con)#!cts -ho" ho" ou "ou#d resource #e e# the net"or7(

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    So01"!on

    The cha##enge here #!es !n reass!gn!ng Tom odges !n such a manner that the schedu#e no

    #onger sho"s con)#!ct among h!s .ro*ect res.ons!/!#!t!es( C#!c7!ng on the Too#s tas7/ar

    sho"s a Resource Le e#!ng )unct!onH under "h!ch M-Pro*ect "!## automat!ca## smooth

    out an resource con)#!cts( The ne" Gantt chart !s sho"n /e#o"(

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