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Maker QR Code ISO/IEC18004 in Visual C# Consolidating Projects and Resources

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Consolidating Projects and Resources
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Creating a Resource Pool
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When managing multiple projects, it is common for work resources (people and equipment) to be assigned to more than one project at a time. It might become difficult to coordinate the work resources time among the multiple projects, especially if those projects are managed by different people. For example, an editor at a book publishing firm might have task assignments for a new book, a promotional Website, and a press release three projects proceeding simultaneously. In each project, the editor might be fully allocated or even underallocated. However, if you add all her tasks from these projects together, you might discover that she has been overallocated, or assigned to work on more tasks than she can handle at one time. When working with cost resources in multiple projects, you might want to see not only the cost per project associated with a cost resource, but the cumulative costs across projects as well. Likewise, when working with material resources in multiple projects, you d see cumulative consumed material resources in whatever unit of consumption you ve used. A resource pool can help you see how resources are utilized across multiple projects. The resource pool is a project plan from which other project plans draw their resource information. It contains information about all resources task assignments from all project plans linked to the resource pool. You can change resource information such as maximum units, cost rates, and nonworking time in the resource pool, and all linked project plans will use the updated information. The project plans that are linked to the resource pool are called sharer plans. The following is one way of visualizing a resource pool and sharer plans.
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Creating a Resource Pool
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Before a resource pool is created, each project contains its own resource information. This may lead to overallocation and duplication of resource information for the resources assigned to both projects.
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Resource details
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Project 1
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After a resource pool is created and project plans are linked to it, resource information is consolidated in the resource pool and updated in the sharer project plans. You can link new project plans to the resource pool as well.
Resource details
Resource Pool
Project 1 Assignment details from the sharer plans are updated to the resource pool. Resource details such as working time and standard rate are updated to the sharer plans.
New project
Project 2
If you manage just one project with resources that are not used in other projects, a resource pool provides you no benefit. However, if your organization plans to manage multiple projects, setting up a resource pool enables you to do the following:
Enter resource information, such as nonworking time, in any of the sharer plans or
in the resource pool so that it is available in other sharer plans.
View resources assignment details from multiple projects in a single location. View assignment costs per resource across multiple projects. View cumulative costs for work and cost resources across multiple projects. View cumulative consumption values for material resources across multiple
projects.
Find resources who are overallocated across multiple projects, even if those
resources are underallocated in individual projects.
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Consolidating Projects and Resources
A resource pool is especially beneficial when working with other Microsoft Project 2010 users across a network. In those cases, the resource pool is stored in a central location, such as a network server, and the individual owners of the sharer plans (which might be stored locally or on a network server) share the common resource pool. In this exercise, you create a project plan that will become a resource pool and link two sharer plans to it. SET UP Start Project if it s not already running. You need the Consolidating A_Start project plan located in your 18 practice file folder to complete this exercise. Open the Consolidating A_Start project plan, and then follow these steps.
1. On the File tab, click Save As.
The Save As dialog box appears.
2. In the File name box, type Consolidating A, and then click Save. 3. On the File tab, click Open.
The Open dialog box appears.
4. Double-click the Consolidating B_Start file.
Tip Double-clicking a file name here is a shortcut for selecting it and then clicking Open.
5. On the File tab, click Save As.
The Save As dialog box appears.
6. In the File name box, type Consolidating B, and then click Save.
These two project plans were previously created, and both contain resource information. When they were last saved, the Resource Sheet was the active view in both plans. Next, you will create a new project plan that will become a resource pool.
7. On the File tab, click New. 8. Under Available Templates, click Blank project, and then click Create on the
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