Innate Microsoft Project Add-in User Guide
Contents
1. Big E Mare Read specifications Duration d M Previous ext Start 22 02 05 08 00 Finish 01 03 05 17 00 Tasktype Fixed Work Complete 46 H ID Resource Mame Work RID Leveling Delay Delay Start Finish C3 sil Green 22h 2 2 Od Odi 22 02 0506 00 24 02 05 15 00 6 Fran Gold 26h 2 Od 275d 24 02 05 15 00 01 03 05 17 00 You can see the start and finish dates of the resources assignments in the Resource Schedule form The delay of 2 75 days is from the start of the task to Fran s assignment start and is calculated by Microsoft Project RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 34 Using other views in Microsoft Project You can change the view in Microsoft Project by opening the View menu and choosing a view or by clicking More Views on the same menu and choosing from a longer list of pre defined views The Resource Sheet view below lists all the resources used or saved in your project file Resources which have been replaced may still remain in the list even after they are no longer assigned to any tasks a Resource Mame Type Material Label Initials Group Max Units 1 Ann Brown Work A DOCUMENTER 100 Bill Green Work B TECHNICIAN 100 3 Chris White work T PROGRAMMER 100 4 Dan Black Work Ci TECHNICIAN 100 5 Ed Gray York E PROGRAMMER 100 5 Fran Gold Work F TESTER 100 t wil Wiliams Work w TESTER 100 5 DOCUMENTER Work Ci DOCUMENTER 100 g TECHNICIAN Work T TECH2. D User Guide f for Microsoft Project Add in innate for Project Managers RM MSP Add in UG 01 Copyright 2006 Innate Management Systems Ltd All trade names acknowledged Contents About the guide Following the instructions Managing resources with Innate and the Microsoft Project Add in What the Add in does Linking tasks in Microsoft Project How does the Add in affect my plan Components of the plan and some terms explained About template plans Trouble shooting calendars and working hours Innate Resource Manager toolbar Getting started using the Add in About the Synchronize Project dialog synchronizing with the database when you open the plan Synchronizing changes sending them to the database Assigning a generic resource in Microsoft Project Adding a new generic resource assignment to a single task Duplicating a resource assignment Removing a resource assignment Using the Add resource dialog search fields Changing the Add Resource dialog Understanding the indicator buttons Assigning a resource to multiple tasks Tips for project managers using Microsoft Project Replacing a resource Adding progress to your plan Using Project Progresser for updating Replacing a resource assignment with actual work values Using other views in Microsoft Project Microsoft Project s resource management features Trouble shooting Contacting Innate Support from Innate NNN OOP WO RM MSP Add in UG 01 Innate Micro
3. Read specifications 6 days 45 hrs ES zijl Green Fran G When you have entered a date for a task s start or finish this is stored as a Constraint date and this can affect whether and how the dates of an individual task are re calculated You can tell when a task has a constraint because an icon appears in the indicator field as shown below JOE 10 G If work is added to a task or to an individual assignment with the effect of making the task take longer the task s successors linked to the Finish of the task may be delayed If work is removed or more resources are doing the same work in a shorter time and the task finishes earlier succeeding tasks may be started earlier It s a good idea to link tasks in Microsoft Project if you are not already doing so because then you harness its power to calculate how one change can lead to more changes in your schedule instead of having to estimate dates yourself How does the Add in affect my plan When you run the Add in and choose sync from web the Add in displays the Synchronize Web Changes dialog and applies the changes you select These can include Adding a new assignment to an existing task Deleting an assignment Replacing an assignment with a different resource Changing an assignment from one to several resources or from several to one resource Changing the remaining work If you have deleted a task in your plan and the task still exists in the data
4. C Changed tasks only 3 Check the updates displayed in the Synchronize Web Changes dialog if there are no changes the dialog tells you no changes found Click Cancel to close the dialog in this case RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 12 Synchronize Web Changes Mo changes found Cancel ape UD Tak as Replaced with 4 lf there are changes you can apply them all or you can clear the checkboxes next to those updates you don t wish to apply this time Click in the check box to either clear it or to select it again Use the Select all or Clear all buttons if you wish Click Apply to apply the selected updates and a dialog displays how many updates you have applied Synchronize Web Changes The checked changes in the list below will be made wher pou Click Apply Mote that IF vou apply any changes that move a task other tasks in your plan may be affected Cancel SEE draft ANALYSTE Bill Green 1 Sh Review meeting TECHNICIAN 6h Dan Black 6h Review meeting ANALYSTS Hary Hunt eh Modify document ANALYST 24h Hary Hunt 4h Select all Clear all Innate Resource Manager Eg J A Applied 4 updates RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 13 5 Click OK click Close on the Synchronize Project dialog and check that you can see the coloured indicator buttons next to the ID row number column in your plan similar to those shown below amp
5. and choose Resource Schedule 3 Choose a task in the Gantt Chart to see its details in the Task Form When I move a task and synchronize a flag indicator appears against the task This happens when you do not have permission in Innate Resource Manager to assign the resource You cannot change the amount of work or the work profile in the database if you do not have Assign permission for this resource so the flag appears in your plan to indicate this RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 38 Contacting Innate Thank you for reading this User Guide If you wish to contact an experienced Innate consultant please call email or fax Support from Innate Please refer to the list below for your local Innate office where you can get support and further information Telephone support is available during office hours See also Innate s web site at www innate co uk for the latest product information and contact details Telephone Fax Email Support UK 08456 123 153 08700 522 034 support innate co uk Sales UK 08456 123 145 08700 522 034 sales innate co uk Support US 888 966 4668 888 966 4669 support innate co uk Sales US 888 371 3350 530 685 4467 sales innateus com
6. are being worked and answers to many other important questions This works only when all the information is consistent stored centrally and up to date Microsoft Project Draft Plan mpp Fizi File Edit Wew Insert Format Tools Project Collaborate Window Help The Add in has its own toolbar above Innate Resource Manager provides the database Resource Server and an interface for tasks and assignments to be entered into it resource managers use the web browser to access the database When planners or project managers build plans using Microsoft Project it s essential to keep RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 2 resources consistent and to keep the plans synchronized with information in the database and this is what the Add in does Your starting point as a project manager can be the plan or the central database You can begin building your project from a new project file from a template or a copy of a library plan or you can create it from tasks already entered in the database from Innate Resource Manager The project manager is the only person authorised to change the plan from Microsoft Project The project s resource manager is the only person authorised to change the project in the database Below you can search for the resource who s the best match for your task and find out if he or she is available Replace Resource Replace 7 Find M Group Resource En Non ACCOUNTANT Harr
7. change in the database you must synchronize your plan from the web as follows 4 Open the Synchronize dialog again and click Sync from web RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 33 CE Synchronize Web Changes x The checked changes in the list below will be made when you click Apply Note that If you apply any changes that move task other tasks in your plan may be affected Cancel ap tt 12 Read specifications Bill Green 2bh Fran Gold 2bh 5 Click Apply Review the changes in the plan 11 L Document module 17 73 days 163 hrs 12 L Read specifications 6 days 46 hrs a Bill G een Fr n Gold E gt al _ Mame Read specifications Duration d F Start 22 02 05 08 00 Finish 01 03 05 17 00 Tasktype Fixed Work Complete ID Resource Name Units Work Out Work Baseline Work Act Work Rem Work 2 il Green 100 22h Oh 48h 22h Oh 6 Fran Gold 100 26h Oh Oh Oh 26h 6 Click Synchronize to change the button of the changed task from yellow to green Above the Task Form in the split screen shows that Bill Green worked for 22 hours out of a planned 48 hours and he s been replaced by Fran Gold who s going to work for the remaining 26 hours Bill s remaining work is zero Note that you see all the resources names listed on the bar in the Gantt Chart Document module 17 73 days 146 hrs ad specifications 6 days d hrs 3 Bill G een Fr n Gold
8. several tasks which have different resources already assigned to them you must choose each resource name in turn and perform the replace operation for each one Innate Resource Manager Task E taske Circulate draft Review meetin Previous Mest Current Resources Harry Hunt Add New Remove Close Assignments Adding progress to your plan You can add value to your project plan by tracking progress that is what work has been completed and what work remains incomplete You can track progress and changes by entering them in your plan yourself it can be most accurate to do this using Actual Work and Remaining Work in the assignment records or you can use Innate Project Progresser to update tasks and assignments automatically with data collected from Innate Timesheets Remember that synchronizing from the web brings updates to remaining work only Actual hours worked are not changed they are stored in your plan and represent an historical record of what has taken place Be very careful if you are updating tasks manually that you do not change the actual work of a task It is a good idea not to use the Complete task field to update your tasks unless they have been completed exactly as planned because otherwise your actuals might be changed by Microsoft Project s calculations and your plan becomes historically inaccurate If your plan has milestones zero duration tasks you must remember to track t
9. to the whole project and selecting tasks or clicking the changed tasks only button has no effect Synchronizing with the database when you open the plan Follow these steps to synchronize your project with the Resource Server the web before you start using Microsoft Project or the Add in Note it is very important to synchronize your project with the Resource Server sync from web before you make any changes or updates to your plan If you don t sync from web first any changes you make to your plan may be overwritten when you synchronize from the web later Sync from web always updates the whole project RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide 1 2 3 4 5 B T 5 Task Mame Draft Plan Program module Functional sp cification El Review Circulate draft Review meeting Modif document Design specification 13 Design specification 2 Code O Document module Read specifications Design documentation Write documentation El Edit documentation Technical edit Quality edit Designer review Duration 69 days 25 days 4 days T days 3 days 1 day 3 days T days 3 days 9 days Hays 6 days 4 days 5 days 9 days 3 days 1 day 2 days Page 11 05 Feb 05 10 47 24 34 OF 14 24 28 07 14 21 26 104 11 16 25 02 09 16 23 j3 7 ANALYST ANALYST TECHNICIAN HNICIAH 2 ANALYST 50 TECHHICIAN 50 HHIGIAN DOCUMENTER Synchronize C Selected tasks only
10. your own plans to get preferred person The best matched resources are at the top of the list when you ve done a search You must click Find Now each time you change your search criteria RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 19 The Add in remembers what you searched on to find this assignment the last time so it shows Must be ANALYST in the Skill field automatically Below this search looked for people with the skill ANALYST whether they were busy or available on 17 and 18 February the dates of the selected task You can see the dates when you click the Show Assignments button Add Resource Find Mow Options Cancel Name Skill any Must be ANALYST Location Role Prefer r any Prefer T any Enter criteria for the resource you want to add and click Find How Languages Grade Prefer r any ha Prefer ary Include Available and busy resources T j Show Assignments Resources Name Site Skills PROGRAMMER ANALYST TECHNICIAN Harry Hunt ACCOUNTANT ANALYS T PROGRAMMER Dan Black TECHNICIAN TESTER ANALYST Terry Turner PROGRAMMER TECHNICIAN ANALYST Reg Aing ACCOUNTANT DOCUMENTER ANALYST Kris King ANALYST ACCOUNTANT TECHNICIAN Pat Pringle ANALYST DOCUMENTER TECHNICIAN Nat Nolan ANALYST TESTER TECHNICIAN See how the same search produces a much shorter list of people when you refine it here by indicating the resource must no
11. 24 Options Search Criteria Fields Available fields Show these fields Hame Skill Other Skills lt lt Hide OF Cancel 5 Click OK and note that your changes have the expected results if they do not repeat these steps Add Resource Enter criteria for the resource you want to add and click Find Mow Options Cancel M ame Skill any Mustbe ANALYST Skill 2 Location Prefer TECHNICIAN Prefer Warwick Role Prefer any Include Available and busy resources Y Show Assignments Resources Mame Ski Other Skills Location ANALYST TESTER TECHNICIAN Warwick Sam Smith PROGRAMMER TECHNICIAN ANALYST Warwick Fran Gold TESTER ANALYST TECHNICIAN Warwick Kris King ANALYST ACCOUNTANT TECHNICIAN London Dan Black TECHNICIAN TESTER ANALYST London Bill Green TECHNICIAN PROGRAMMER ANALYST London Larry Lamb ANALYST ACCOUNTANT TECHNICIAN London Pat Pringle ANALYST DOCUMENTER TECHNICIAN London Above you can tailor the Add Resource dialog to show only the search fields you most commonly use and to display the data that enables you to select the best matched person The Location field has been added to the display and two pick lists for the Skill field enable you to tune your search criteria more exactly Remember that the best match is at the top of the list of resources selected RM MSP Add in UG 01 Innate Microsoft Project Add in User Gui
12. NICIAN 100 10 PROGRAMMER York P PROGRAMMER 100 11 TESTER Work T TESTER 100 12 ANALYST Work A 100 13 Harry Hunt Work H 100 14 Gary Graham Work E 100 15 Vera verity Work w 100 It s useful to check the resource list to make sure there are no duplicate or mis spelled resources If you find any names that are wrong check they are not assigned to any tasks If they are assigned you should replace the incorrect resources with the correct name using the Add in Use the Using resource filter to find tasks using incorrect resources and replace them all in one action The Resource Usage view below enables you to see who is assigned to the tasks in your project and when they are doing the work Use the zoom in and zoom out buttons to see more or less detail against the timescale Remember that you are only seeing people s work on this project RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 35 Resource Mame Details a 2005 tr 2 2005 Ann Brown Read specications Technical edit Designer review Collate ai documentation Bill Green Review meeting ET Chris White Coffate ai documentation El Dan Black Destin sHechicaiian 21 Design documentation Microsoft Project s resource management features Note that you still have the full functionality of Microsoft Project s resource management reporting and assignment features You can use resource levelling in Microsoft Project and you are able to use
13. Task Name Duration 05 May US 10 17 24 31 o7 14 21 28 jor 14 21 28 04 14 18 25 joz 108 16 23 Draft Plan 69 days Program module 25 days EEE Functional specification 4 days ANALYST El Review T days Circulate draft 2 days HBN Green Review meeting 1 day Harry Hunt Dari Black Modif document 3 days Ta 2 Design specification 1 T days fe ANALYST 50 Design specification 2 3 days E HHICIAH Code 9 days 2 A ANALYST 50 TECHNICIAN 50 H Document module 44 days Oo Mm E co boy i Read specifications 6 days eae DOCUMENTER 12 oO Q Q Oo eo Oo 10 Oo Ov tu Design documentation 4 days a i Write documentation 5 days DOC UME TER El Edit documentation 9 days 2 Technical edit 3 days fa DCUMENTER 50 Quality edit 1 day HHIGIAN Designer review 2 days A DOCUMENTER EE E E e Oo Ga amp If you make assignments using Microsoft Project s Assign Resources dialog or using any other method you must synchronize after making the changes because these are only stored locally in your plan Graphical indicators coloured buttons show you the resource status for each task The indicator is displayed in task field Text29 You will only see the buttons if your plan is set up correctly otherwise Text29 shows a text value Hover your cursor over the button to see the text Tip save your plan
14. ailable and busy resources Resources Name Sl Other Skills Add Resource Enter criteria for the resource you want to add and click Find Now Find How Options Cancel M ame Skill any Must be ANALYST T Location Role Prefer r any Prefer any Lanquages Grade Prefer any Prefer any Include Available and busy resources Show Assignments Resources pop bName Sh tt Sits Pat Pringle TEE DOCUMENTER TECHHICIAN Hat Nolan ANALYST TESTER TECHNICIAN Larry Lamb ANALYST ACCOUNTANT TECHNICIAN Fran Gold TESTER ANALYST TECHNICIAN Sam Smith PROGRAMMER TECHNICIAN ANALYST Bill Green TECHNICIAN PROGRAMME FANALYST Ann Brown DOCUMENTER TESTER ANALYST ANALYST 5 Ifyou are assigning a generic resource you ll usually find its name at the bottom of the list so scroll down select the name and click Assign If you are assigning a named resource select the name and click Assign 6 If the resource is already busy you ll see a dialog like the following example Click Yes to assign the resource and close it RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 17 Innate Resource Manager ANALYST is already busy during this task Assign anyway Task Risk assessment Previous Mest Curent Resources ANALYST Hot Svailable Replace Remove Close Assignments Duplicating a resource assignment Innate Resource Manager sary Grah
15. am is already assigned to task Circulate draft The work For PROGRAMMER will be added to Gars Grahan Cancel When a named resource is assigned to a task Microsoft Project does not allow you to make a second assignment to the same resource If for example you need to replace the generics PROGRAMMER and ANALYST each working at 50 on the same task you could assign a named resource with both skills to work 100 on the task making one assignment Note that the task type settings in Microsoft Project will cause different results when you do this If the task type is Fixed Work the resource percentage stays at 50 the same as the first assignment and the duration of the task will double when you make the second assignment to the same person you can change the duration using Microsoft Project after you ve made the assignments if you prefer If you wish the task duration not to change the task type should be Fixed Duration Effort driven See the Advanced tab of the Task information dialog You can change the task type before you make the second assignment if you wish RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 18 Removing a resource assignment Removing a resource means deleting the assignment The recommended way to delete an assignment is to use the Add in and the Remove button This deletes the resource assignment in your plan and in the database Although you can delete a resource assignm
16. at the beginning of a task in the Gantt Chart after I synchronized from web In this case task 5 was originally a three day duration task for an ANALYST with 24 hours work starting on Friday 21 January The generic ANALYST was changed in the web database for Bill Green who s so efficient he can complete the task in just 13 hours however he s not available to start the task until Monday 24 January A dotted line indicates a split in a task and if a resource assignment has been changed and the person can t start work at the task Start date a delay is entered for the assignment The delay is the amount of working time between the task Start date and the resource assignment Start date as shown in the example below Task Mame Duration WITIFISISIMITIWITIFIS S My WITIF l Program module 25 days Functional specification 4 days Review T days Circulate draft 2 days E Review meeting 1 day Harry Hunt Dan Black gt Name Circulate draft Duration 2d FA Previous Start 21 01 05 08 00 Finish 25 01 05 17 00 rl Task type Fixed Work Complete 0 ID Resource Mame Work RID Leveling Delay Delay Start Finish A 2 Bill Green 13h 0d idi 24 01 05 08 00 25 01 05 17 00 Note you can replicate this dual pane or split view in Microsoft Project follow these steps 1 When you are in the Gantt Chart view open the Window menu and choose Split 2 Right click in the lower pane the Task Form view
17. at you remember to synchronize your plan after you have updated the actual hours using Project Progresser or by any other means If you do not synchronize after the progress update and if your resources are being replaced by the resource manager in the database the new resource could be assigned to the whole of the work on the assignment and not to the remaining work Follow these steps to get an accurate replacement for a resource assignment after you have progressed your plan 1 Save your plan after you have applied the updates from Project Progresser 2 Click the Synchronize button on the Innate toolbar Choose Changed tasks only or Whole Project Synchronize Project Synchronize Tere unchronize f Selected tasks only Cancel C Whole project Sync from web 3 Click Synchronize The resource manager can see only the remaining hours for the original assignment until he or she refreshes the screen being used for changing assignments usually Manage Work After refreshing the screen the resource manager can see only the remaining hours so these are used in the search for a replacement resource with skills matching those of the original worker Note that if your resource manager is viewing this assignment on the web browser as you progress the project and synchronize it the resource manager must refresh the page in order to see the new remaining work After the resource manager has replaced the resource and saved the
18. base you must synchronize from your plan to the web to ensure that the task is deleted in the database If you do not do this the next time you sync from web your deleted task might be recreated The deleted task will continue to show in Resource Manager reports RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 6 Components of the plan and some terms explained A project is a group of tasks which must be completed within a specified time in order to achieve defined objectives A project has a start and a finish date Each project can have a priority value which determines its importance in relation to other projects A task is an activity a component of the plan which must be achieved in order to complete a part of the project A task has a start and a finish date or deadline the date by which the task must be finished A task is finished or completed by resources who are assigned to work on the task More than one resource can be assigned to a task Resources do not necessarily work at the same rate or at the same time on the task All work on the task occurs between the task s start and finish dates A resource is the named person available to work on tasks Work can be measured in hours days or heads Each resource has an availability or a number of hours per week when the person is available to work A resource is not necessarily available or scheduled to work consecutive periods of time on a task When a re
19. changes or when you finish using Microsoft Project When you sync from web you ll see the Synchronize Web Changes dialog displaying changes if there are any and you can choose to apply them to your plan or not An important point is that the project manager has ultimate control over the plan and can defer applying the changes although this means that the plan does not match the database Synchronize Web Changes The checked changes in the list below will be made when yau click Apply Mote that if vou apply any changes that move task other tasks in your plan may be affected Cancel Replaced with EF 3 er specication ANALYST 32h Gary Graham 6h FS Harry Hunt 1 6h CF z Circulate draft ANALYST 24h Bill Green 1 Sh Select all Clear all RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 4 Indicator icons appear next to each individual update as shown in the example above You can see a label explaining the icon when you place your cursor on it such as these below p Resource Gary Graharn does not esist in the plan If the resource does not already exist in your plan the resource s name is added to the resource list after the change has been applied eee The work in the database does not match the plan The task may move when you apply this update When the total work value of a changed assignment is different from that in the plan applying the change may cause the task to be
20. click the Connect button Connecting Connecting to http localhosternd53 Cancel User name Reg Ring Password 5 In the Connecting dialog type your user name in the User name box and enter your password if you have one Click OK 6 Click OK on the Options dialog to close it Options Innate Resource Server UAL http localhost m453 ki Connected az Reg Ring Disconnect Syne from web f on al Whole Project syncs f on first Whole Project sync f manually Server Version 4 63 build 391 Cancel RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 10 About the Synchronize Project dialog Synchronize Project Synchronize Synchronize f Selected tasks anl r O E a E E E C Changed tasks only Cancel C whole project Sune from web The Synchronize Project dialog enables you to Get changes to your plan from the web Sync from web Send selected tasks changes to the web Synchronize Send all changed tasks changes to the web Synchronize Send the whole project to the web Synchronize Use the Cancel button to close the dialog without carrying out any action There is no undo button When you have synchronized in either direction you cannot undo the action however you can discard changes to your Microsoft Project plan by closing it without saving it It s a good idea to save your plan before you synchronize Note that sync from web always applies
21. d Resource dialog 1 Open the Resourcer and in the Add resource dialog click the Options button Options Search Criteria Fields fe Separate box for each search field f Single Search Engine style box Choose the fields that vou want to search on and how they will appear Name Show as pick list Skill Show as pick list Location Show as pick list Role Show as pick list Languages Show as pick list Grade Show as pick list Cancel 2 Click the Search Criteria tab and choose how you wish to see and use the search fields RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 23 Options Search Criteria Fields fe Separate box for each search field f Single Search Engine style box Choose the fields that you want to search on and how they will appear Name Show as pick list Skill show as 2 pick lists Location Show as pick list Role Show as pick list Languages Dont show Grade Dont show cancel 3 Click the Fields tab to choose which fields are displayed for the resources found by the search Options Search Criteria Fields Available fields Show these fields Name Skill show gt gt Other Skills Ok Cancel 4 Use the Show and Hide buttons to select which fields are displayed and use the Move buttons to arrange their order from left to right RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page
22. de Page 25 Understanding the indicator buttons Innate Resource Manager uses the task field Text29 to show a coloured indicator button which represents a text value The colour of the button shows the status of the resource assignments on the task 1 Document module Read specifications Design documentation rite documentation El Edit documentation Technical edit aualty edit Designer revievy End Project You may sometimes see a small flag icon which indicates that you do not have permission to assign this resource The task button s colour signals the status of the assignments on the task to the project manager so any issue can be identified easily If there are three assignments on a task for example two green and one red the task s button will be red so the project manager knows there s an issue to be resolved on that task Here s what the colours indicate Red one or more resources are not available busy or not found Green all resources assigned to the task are OK not overloaded or no resources are assigned Yellow a resource assignment has changed and the task has not been synchronized White a new assignment has been made and the task is not yet synchronized Flag you do not have permission to change the assignment of this resource Note that the button colour changes to red or green only when you close the Innate Resource Manager dialog or when you synchronize with th
23. e database When a resource is in your plan but not found in the database the button is always red however if you are using a resource in your plan which is not intended to be included in the Innate Resource Manager System this can be acceptable Typically you are aiming for a plan with all green buttons RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 26 Task Mame Draft Plan Program module Functional specification l Review Circulate draft Review meeting Modify document Design specification 1 DO OO oy th Sy co Roy Design sp cification 2 Code 2 When you assign a resource using the Add in the resource name is saved in the project file You can look at the view Resource Sheet to see the resources used in your project If you wish when you have assigned a generic resource once in your project you can use the Microsoft Project Assign Resources dialog to assign the same resource to several tasks as you would normally This action usually causes the indicator button to become white You must synchronize the plan with the database when you have finished and before closing the project Below the project manager changed the duration of the task Design specification 1 causing the indicator to become yellow and the status of the resource to become Changed Resolve this by synchronizing the plan El Review Circulate draft E Harry Hunt 75 4 Review meeting T Har
24. ent using Microsoft Project without the help of the Add in you must synchronize the plan afterwards Remember to synchronize after you have made changes The removed resource name remains in your resource list in your project plan If there is only one resource assigned to the task and if the task type is Fixed Work the Work value remains on the task insert the column Work in your table if you wish to see this If the task type is not Fixed Work the Work value reduces to zero Using the Add resource dialog search fields Replace Resource Replace Find H Group Resource _FindNow ACCOUNTANT Harry Hunt Options Cancel Hame Skill any Must be IDOCUMENTER Location Role Must be London Preter Pe Languages Grade Prefer French Z Preter any Include Available and busy resources Y Show Assignments Resources Lame Sl Other Skills The Add resource dialog enables you to search for and add a new resource assignment to one or more tasks or to remove or replace resource assignments Its actions are performed simultaneously in the plan and the database The Find Now button on this dialog searches the database for resources to match your requirements Make sure you do not refine your search too much because there may be no matches If you ask for available and busy resources you can see everyone who has the right skills and you might be able to change
25. eric resources are used as a place marker to indicate the skill required by someone who is going to do the work of the task Because generic resources are usually available at a level of zero a resource is normally 100 available tasks with generic resources assigned to them are always going to be shown as overloaded and described as busy by the search engine This identifies them as being tasks which need attention and they should have named resources assigned to them When you replace the generic resource with a real person you will get a realistic picture of resource usage Resources generic and otherwise are assigned only to normal tasks which appear as blue bars on the Gantt Chart They should not be assigned to milestones black diamonds or summary tasks black lines with a triangle at each end Although Microsoft Project will allow it do not assign a resource to a milestone because it should have a zero duration or to a summary task when it can lead to double counting Project Progresser only updates normal tasks not milestones and not summary tasks RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 15 Avoid complications and potential duplication by assigning resources only to normal tasks and not to summary tasks or milestones Note that these illustrations are for demonstration purposes only and your database may show different field names and values Your organisation can have different field nam
26. es and values and use the fields in different ways of course the methods described are still applicable Adding a new generic resource assignment to a single task When you want to add a resource assignment to a task use the Add in to choose and assign the best matched resource If there are already resources assigned to the task use these steps to add another resource The task used in the steps below has no assignments so the Replace and Remove buttons are not applicable 1 In Microsoft Project in the Gantt Chart table select the normal task with a blue bar in the Gantt Chart to which you wish to add a resource 2 Click the Resourcer button on the righthand end of the Innate toolbar Innate Resource Manager Ly GA 3 Inthe Innate Resource Manager dialog click the Add New button Innate Resource Manager Task IR isk assessment Previous Hest Curent Resources anen CEE Close TE 4 In the Add Resource dialog Skill box choose Must be In the Skill pull down list choose an appropriate skill name for the resource on this task Click Find now RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 16 Add Resource Enter criteria for the resource you want to add and click Find Now Find How Options Cancel Name Skill any Must be ANALY S Location Role Prefer ary Prefer any Languages Grade Prefer any ka Prefer any Include Av
27. ger you ll see a warning dialog as follows Microsoft Office Project The resource you typed Fiona is not in the resource pool To add the resource to the resource pool click Yes TF vou do not want the resource added to the resource pool click Mo TF vou want new resources to be automatically added to the resource pool on the Tools menu click Options and then click the General tab Select the Automatically Add Mew Resources and Tasks check box Click No and assign the resource using the Innate Resourcer Trouble shooting Method not available when the Entry Bar is open or a cell is being edited Make sure that when you use the Innate Resourcer to assign replace or remove a resource the entry bar is not open and you aren t editing a cell left The Entry Bar is open This cell is being edited If the entry bar is open the search works for Add New and Replace but when you click the Remove or the Assign button you can t assign any resource and you will see the following dialog Innate Resource Manager Resolve this as follows 1 Click OK on the information dialog and close the Add Resource or Replace Resource dialog by clicking the Cancel button 2 Close the Innate Resource Manager dialog 3 Close the Entry Bar or close the cell 4 Click the Resourcer button and try your operation again RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 37 A dotted line has appeared
28. he milestones too When the milestone is complete you can set its Complete value to 100 use the Task Information dialog General tab or the 100 button on the tracking toolbar to do this Project Progresser only adds progress to normal tasks not to summary tasks or milestones You may find the Microsoft Project help provides useful guidelines and information about the updating fields and calculations RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 31 Using Project Progresser for updating Here s the recommended cycle of actions for organisations where the project managers are using Innate Project Progresser 1 The project manager progresses the plan using Project Progresser 2 The project manager synchronizes the plan giving the resource manager an up to date version of the plan in the web database 3 The resource manager uses the browser to make changes to resources in the database During this time ideally the project manager should not use the Microsoft Project plan When the resource manager s actions are completed the project manager can be informed and the Microsoft Project plan can be used safely again 4 The project manager opens the plan and uses the Add in to Sync from web to accept the changes Replacing a resource assignment with actual work values When progress has been added to your plan and a resource has started work on a task but cannot complete it you can replace the resource with ano
29. in Microsoft Project at regular intervals Important Sync from web displays any updates made to a task in the database since you last performed a sync from web It does not display assignments which differ because they have changed in the Microsoft Project plan RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 14 Synchronizing changes sending them to the database When you have made one or more changes to your plan send the changes from the plan to the web database Which tasks should you synchronize Synchronizing the whole project is the safest option Choosing changed tasks means that only those tasks in your plan with yellow buttons will be synchronized which can be quicker if your project is very large This is a useful quick option if your resource manager is working on your tasks too You must select the non green tasks in your plan before synchronizing if you wish to use the Selected tasks option 1 Save your plan 2 Using a task view such as Gantt Chart if you wish to synchronize selected tasks select them Using the Innate toolbar click the Synchronize button 2 Innate Resource Manager Te m Es 3 In the Synchronize Project dialog choose Selected tasks only Changed tasks only or Whole project and click Synchronize Synchronize Project Synchronize Re unchronize Selected tasks only f Changed tasks only Cancel Assigning a generic resource in Microsoft Project Gen
30. its Assign Resources dialog but you must always synchronize resources with the database after changing any assignments or tasks It s a good idea to switch off the Tools menu Options General tab setting Automatically add new resources and tasks by making sure that the checkbox is blank as shown below Click the Set as Default button to save this setting for the next time you use Microsoft Project Options x Save Interface Security Schedule Calculation Spelling Collaborate View Edit Calendar General options For Microsoft Office Project M Show startup Task Pane Set AutoFilter on for new projects T Open last file on startup FF Recently used file list 4 H entries T Prompt For project info For new projects User name Pat Pringle Service Options Planning Wizard M Advice from Planning Wizard M Advice about using Microsoft Office Project 1 General options for Fiona Plan 02 mpp M Advice about scheduling m Automatically add new resources and tasks General options For Fiona Plan 02 cpp Automatically add new resources and tasks Default standard rate 0 00 h Default overtime rate 0 00 h Set as Default Help Cancel RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 36 When this option is switched off if you use Microsoft Project to add a resource which is not already in the resource list or type a new resource name instead of using Innate Resource Mana
31. mate for the project as baseline values These values are usually not changed throughout the life of the project The baseline can be compared later with the actual start and finish dates work and cost of the project in order to review the accuracy of the original plan Analysing baselines at the end of a project can enable you to improve your project planning and estimating and so improve your projects performance in the future The baseline is usually saved after the project has been scheduled RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 7 About template plans Basing your project plan on a template saves you time in lots of ways The template is an ordinary Microsoft Project plan which is usually set up with background information to ensure that everyone s plans are consistent Typically the calendar or working hours are already entered which means that everyone starts with the same basic working hours When lots of plans are put together as the Innate system does they are all set against the same calendar so resource availabilities are consistent and you can compare resource usage and capacity across all projects accurately Your template can be set up to contain special tables views reports and filters which will save you time and keep everyone s Microsoft Project views and reports looking the same and therefore easier to communicate and compare with others Template plans can be set up with resources al
32. n Brown s assignments graph for the same task found with the Skill search on TESTER showing that the Technical edit task is overloading her on the Tuesday She s working 50 on the Code task in Project A which finishes at 12 o clock on Tuesday 18 January but she s still scheduled to work extra hours to complete a day s work on the Technical edit task Assignrreents The chert halny shew al the asgnaenis m ranirea Pinea bikiei FAN EAE a Tent Pe Note that the resource name appears next to the task bar on the Gantt Chart when a resource is assigned Sometimes this is not displayed in full until you close the Resource Manager dialog RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 22 Changing the Add Resource dialog It is good practice not to use a person s name in the search for a resource This is because each person has a unique name and ideally you are searching by resource skills or other attributes which are then recorded in the database There is only one Bill Green and you may not always remember why you assigned him to a particular task The criteria used for your search are saved so they can be used again if the person needs to be replaced You or the resource manager can perform the same search again without having to remember it and this also saves time and enables someone else to know why the person was required for that task Follow these instructions to customize the fields on the Ad
33. nthe Gantt Chart table select all the tasks to which you want to assign the same resource 2 Click the Resourcer button in the Innate toolbar Click Add New Task Mame Duration Feb US Apr US 17 Draft Plan 69 days Program module 25 days Functional specification 4 days ANALY ST El Review T days Circulate draft 3 days ANALYST Review meeting 1 day ANALYST TECHNICIAN Modif document 3 days OO M D n E LG kil Design sp cification 11 T days Design specification 2 3 days Ea HHICIAH Code g days ANAL YST 50 TECHMICIAN 50 Document onan i Innate Resource Manager Des Task writ E tasks Circulate draft Review meetin Previous Hest Edit sanon Remove Close Current Resources TECHNICIAN Assignments RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 28 3 Select the search criteria as before and click Find Now 4 Choose the resource to be assigned Click the Assign button 5 Click Close and check the Gantt Chart to make sure you have the expected results Task Mame Duration Feb US Apr US 17 24 341 OF 14 21 25 OF 14 21 28 04 11 18 25 Draft Plan 69 days Program module 25 days Functional specification 4 days ANALYST El Review T days Circulate draft 3 days Harry Hunt Review meeting 1 day Harry Hunt TECHNICIAN Modify document 3 days CO Oo E co bay Design specitication 1 T days Design speciticati
34. on 2 3 days fe HHICIAH Code 9 days Harry Hunt 50 TECHHICIAH 50 El Documents i Innate Resource Manager Des Task vrit 6 tasks Circulate draft Review meetin Previous Mest Curent Resources adinen Remove Close TECHNICIAN Assignments Replace Resource Replace Find N Group Resource ANALYST Options Cancel Hame Skill any Must be ANALYST T Location Role Mustbe AOO Ps fary Languages Grade Preter la Peter lien rl Include Available and busy resources Resources ame kil ther Skills No resources match the search criteria RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 29 Note that when no resources are found to satisfy the search criteria you ll see a message to tell you this as shown in the previous illustration Change your search criteria if that s possible and try again Tips for project managers using Microsoft Project It is good practice not to leave blank rows in your plan if you do they can sometimes be given a duration accidentally and this can lead to confusion Ensure that you have the correct logical relationships dependencies links between tasks If you use deadlines and constraints check that these are still as expected after you have updated from the web If necessary update these dates manually Use only the generic resource names in the Innate Microsoft Project Template
35. plans When you are assigning named resources to a plan make sure you use the name for that resource as it appears in Innate It s best to choose the name using the Add in If you wish to use Microsoft Project s pull down list or Assign Resource dialog after the resource names have been used at least once already in your plan take care not to mis spell names and make sure you always synchronize your plan afterwards You need never type in a resource name Replacing a resource Replacing a resource means that a different resource is assigned instead of the original resource usually but not necessarily with the same hours of work at the same time as the original resource Note that if you are searching for an individual resource name you may not be able to replace the person with another named resource if there is no match available Follow these steps to replace the resource using the Add in 1 In the Gantt Chart choose one or more tasks on which you want to replace the same resource 2 Click the Resourcer button on the Innate toolbar 3 Click the Replace button Note that the search is repeated automatically using the original criteria 4 Choose the new search criteria and click the Find Now button 5 Select the resource you wish to use and click the Assign button 6 Click the Next Previous or Close button RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 30 Note that if you have selected
36. process If you are building the plan from a blank new project check that it has the correct settings for the working time calendar non working days and the length of the working day and other features before you start adding tasks If your project is inconsistent with these settings you will get unexpected results and resources may not be available without becoming overloaded The Add in does not affect any tools or features of Microsoft Project RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 3 What the Add in does The Add in enables you to make sure the web plan in the database and the Microsoft Project plan are exactly the same It also enables you to search for the best resource who s available to do the work on your tasks Below is the simple dialog for the Synchronize Project options Synchronize Project Synchronize a unchronize Selected tasks ui Cancel S whole project Sune from web When your project s resource manager makes changes in the web database your plan needs to be updated to show these changes This is called synchronizing from web sync from web When you make changes in your Microsoft Project plan the web database needs to be updated This is called synchronizing or sync When you open your project you should always sync from web as your first action As you make changes to the plan you can sync send your changes to the web database as you make the
37. re scheduled earlier or later This can cause succeeding tasks to be re scheduled too Linking tasks in Microsoft Project Design specification 1 6 Review meeting 2 Modify document 9 Design specification 2 15 Designer review Above Microsoft Project s Relationship Diagram view shows that task 7 highlighted has one preceding task and three succeeding tasks A line drawn between any two task boxes indicates a relationship or dependency between those two tasks FS means that each relationship between the tasks is Finish Start that is from the Finish date of the preceding task to the Start date of the succeeding task If task 7 were to take longer by having more work added or having fewer resources doing the work then tasks 8 9 and 18 might be scheduled to start later The re scheduled dates are calculated by Microsoft Project the dates can be affected by constraints and deadlines on the updated tasks and by their links to other non updated tasks which have constraints or deadlines RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 5 Links are shown in the standard Gantt Chart view as follows Reviews meeting 1 day 16 hrs z Gary Graham Bill Green Modif document 3 days 32 Ars Ha Hunt Gary G Design specification 13 6 days 28 Ars fa Fran Gold 5 Design specification 2 3 days 24 hrs Code 9 days 9 hra 2 a Myra Miltoh Sam Smil E Document module 17 73 days 168hrs i
38. ready assigned to tasks to save time typically the resources used in this case are generic Trouble shooting calendars and working hours Microsoft Project plans default to an eight hour working day Monday to Friday If your resources in the database have a different working calendar especially if it has a shorter working day it is likely that no resource can be found to do the work in the plan It is very important to make sure that Microsoft Project plans and templates have the correct working hours set up under Tools Change Working Time Different individuals and groups of resources can have their own working hours and holiday calendars in Innate Resource Manager and in Microsoft Project Innate Resource Manager toolbar If you are making a Microsoft Project plan from a template follow your organisation s instructions to do this before starting to use the Add in Microsoft Project Draft Plan mpp Edit View Insert Format Tools Project Collaborate Window Help cea he if al ie Shows Arial 5 BZU Innate Resource Manager be gt 195 When you open Microsoft Project you should see the Innate Resource Manager toolbar as shown below RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 8 Innate Resource Manager Pa it If you do not see the toolbar follow these instructions 1 Open the View menu and choose Toolbars 2 Choose Inna
39. resources Lis Resource Gay Graham s TECHNICIAN Available for this tack TECHNICIAN ve cu ACCOUNTANT 9 ra Manton PROGRAMMER resource Gary Graham ANAL TST Pat Pringle ANALYST Mat Nolan ANALYST The Show Assignments button displays a graph of the resource s commitments so you can see 1f the person has any availability when their icon shows they are busy Harry Hunt s icon is green indicating that he s available to do the work Below is his Show Assignments graph The brown line indicates Harry s availability and the white unshaded area shows the task s scheduled duration ASE niche nts The chet hakas shes all tee assignees ln esmnee Hany Hirt b ssen 17 AD 2005 and L O 2005 Nat Nolan is busy but he has some availability as the gap between the orange line and the green graph shows on his Show Assignments graph below However the red horizontal bar indicating Sickness denotes that he s probably unavailable to work on this task RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 21 Assignreents Tha chut halys sheaa all the magmana for anses Hal Holna beteeen 17401 2005 and HOMO LOUE Femi Hek la ASL Cap lrir Fran Gold is only 50 available because she s working at 50 on Project A for Bill Green as the blue bar shows below Assi nee nts Tha chut halga sieves all thee assignees loi maniaren Fran Enk b ter er 17 01 2008 and HO 2005 Below is an example of An
40. ry Hunt TECHNICIAN Modify document Design specification 1 Design sp cification 2 Innate Resource Manager Task Design specification 1 Previous Nest Current Resources Harry Huni 0 Changed Add New Remove Close Assignments Below the same task after it has been synchronized showing a green button RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 27 Review meeting 1 day Harry Hunt TECHHICIAH Modif document 3 days Design sp cification 1 oO days E Design sp cification 2 3 days A red indicator button means that the resource is busy or overloaded or unavailable The Summary task s indicator reflects that one or more of its tasks has a red button Milestones and other tasks with no resources assigned have green buttons If you use Microsoft Project to assign resources typically the buttons are white until you synchronize Note that using any method to assign resources in Microsoft Project is not prevented by the Add in however there is no guarantee of your resources availability There is also no record of your search criteria saved in the resource database so you must remember why you selected that person if you wish to replace him or her You must remember to synchronize the plan Recommended practice is to use the Add in to assign resources Assigning a resource to multiple tasks You can assign the same resource to several tasks in one operation 1 I
41. soft Project Add in User Guide Page 1 About the guide The purpose of this user guide is to enable project managers and planners to apply changes and updates to their resources in their Microsoft Project plans using the Microsoft Project Add in component of the Innate Resource Manager system The illustrations in this guide use Microsoft Project 2003 and Innate Resource Manager 4 53 though other versions of Microsoft Project behave in a similar way It is important to understand the cycle of events in the development and life of a project plan Against this background the guide explains how to set up and use the Add in to avoid errors to understand and review the results in the plan and to correct mistakes An understanding of Microsoft Project and its tracking fields and calculations is helpful Good practices are recommended Following the instructions Instructions for using the software are written in numbered steps as shown below and must be followed in the correct sequence otherwise you may not get the expected results 1 Follow the steps in order Useful general tips and information are displayed in a box Managing resources with Innate and the Microsoft Project Add in Essentially when all an organisation s resources people s work is planned and scheduled you gain an overview of what people are doing what skills are being used how much the work is costing what performance levels are being achieved how many hours
42. source has time available to work on a new task the resource is available When a resource is working on a task and has not enough time available to take on more work the resource is busy When a resource has too much work more than can be done in the time available the person is overloaded or overallocated A generic resource is an unnamed person that is a skill or team name which can be used as a place holder in the plan Generic resources are useful when you don t know who is going to do the work yet because they have not been assigned or when the team leader or person in a similar role has several people who can share work and he or she is prepared to schedule the named team member on a day to day basis Generic resources enable you to maintain the correct total of work days and to show what skills are required and not yet assigned on future tasks When a resource is given a task to do this is called an assignment and is measured in hours or days or as a proportion of a person s daily work An assignment has a start and finish date A task can have several resources assigned to it they do not all have to do the same amount of work at the same time It is easiest to plan when each task has only one resource assigned to do the work Baseline dates are the dates agreed and saved as the original planned start and finish dates of the project You can also save the original planned cost and total work esti
43. t be based in London Add Resource Eind How Options Cancel Name Skill any Must be ANALYST Location Role Must nat be London Preter any Languages Grade Prefer any Prefer any Show Assignments Resources Mame Sl Other Skills Enter criteria for the resource you want to add and click Find How Include Available and busy resources T ACCOUNTANT Reg Ring ACCOUNTANT Nat Nolan ANALYST Fran Gold TESTER Sam Smith PROGRAMMER ANALYST ANALYST ANALY S T PROGRAMMER DOCUMENTERLANALY ST TESTER TECHNICIAN ANALYST TECHNICIAN TECHNICIAN ANALYST RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 20 Each resource listed has a red green or red and green icon next to their name The green icon indicates that the person is available to work on the task The red and green icon indicates the person is busy but there might be some availability The red icon indicates the person has no availability you ll always see this against a zero availability generic resource It can indicate when a resource is unavailable because he or she does not work on those days has left or has not yet joined the organisation or is on leave Note if you do not have permission to assign a resource you ll see this indicated in the Add Resource dialog and a flag icon appears instead of the status button in your plan nclude Avadable and busy
44. te Resource Manager 3 Check that you can see the Innate toolbar If you cannot see the toolbar check with your system administrator that the Innate Client the Add in has been installed correctly The Innate Resource Manager pull down enables you to use the tools Synchronize and Resourcer which also have their buttons on the toolbar to create a plan from a project originating in the Resource Server and to set up the connection between Microsoft Project and the Resource Server the web Getting started using the Add in Follow these steps to link your Microsoft Project plans to the database Note that the user name must be the name which is entered in the database as the project manager for this plan check that you are using the correct spelling and format Ann Brown or Brown Ann for example 1 Open your Microsoft Project plan 2 Open the Innate Resource Manager pull down and choose Options Innate Resource Manager Synchronize Resourcer Create Flan About 3 In the Options dialog if there is no URL type the URL of your Innate Resource Server RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 9 Options Innate Resource Server UAL Connected as ir ot connected Connect Sunc from web f on al Whole Project syncs f oon first Whole Project sync f manually Server Version 4 53 build 391 4 lf there is no name in the Connected as box
45. ther person or a generic who is assigned to complete the work The following screen shows that Harry Hunt had completed eight hours of a 24 hour assignment After updating this in the plan the resource manager replaced Harry with Bill Green who is to complete the remainder of the work When the project manager synchronizes the plan from the web Bill Green s hours show he has 24 hours work to do with no actual work yet Harry s assignment shows he s completed eight hours of actual work and has zero hours remaining Circulate draft Harry Hunt 75 Review meeting ry Hit Bill Green Modif document Design specification 11 Design specitication 2 Conde 4 Marne Modify document Duration 3d F care Start 28 01 05 OS O Finish 01 02 05 17 00 Task type Fixed Work Complete 17 ID Resource Mame Units Work Ovt Work Baseline Work Act Work Rem Work Harry Hunt 100 8h Oh 24h oh Oh 2 Bill Green 100 24h Oh Oh Oh 24h If you are familiar with Microsoft Project s updating fields you ll know that the work completed 1s called the actual work and the work still to be done is called the remaining work RM MSP Add in UG 01 Innate Microsoft Project Add in User Guide Page 32 The field called work contains the total work either for the assignment or on the task record for the whole task You can replace one resource on a task which has several assignments It is most important th
46. y Hurt Options Cancel Mame Skill any Mustbe ACCOUNTANT Location Role Prefer Sz ary az Prefer ary Lanquages Grade Must be French r Prefer ary Include Available and busy resources ha Show Assignments Resources Name Sil Other Skills Languages ACCOUNTANT PRUGARAMMER TESTER French balan Lun Joe Jordan ACCOUNTANT PROGRAMMER TECHNICIAN French Law Harry Hunt ACCOUNTANT ANALYST PROGRAMMER French Lun Chris white PROGRAMMER TESTER ACCOUNTANT French talan S panish The Innate Microsoft Project Add in also enables you to synchronize the resource data in your plan with the resource data in the central database the Innate Resource Server This means that resource managers and other users of the database can run reports and make authorised changes to your resource assignments using the latest information Your plans and their reports are accurate complete and as up to date as possible Using the Add in means that resource information can be updated centrally for example when people change their roles skills or join or leave the projects and names and other resource details are maintained in a consistent way avoiding errors duplication and mis spelling which can cause confusion and inaccuracy If you are to understand the application of the Innate Microsoft Project Add in it s useful if you understand the Innate Resource Manager system and a typical planning
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