Assigning Cost Resources to Tasks in Visual C#.NET

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Assigning Cost Resources to Tasks
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In this exercise, you assign a work resource and a cost resource to a task and check the plan s overall duration and cost values.
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1. Click the name of task 17, Author reading and signing at book fair.
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This task requires air travel by the author, and you ve allocated $800 in anticipation of this expense. Currently task 17 has no assigned resource and no cost. First, you ll assign the author to the task.
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2. In the Resource Name column in the Assign Resources dialog box, click Toni Poe,
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and then click Assign.
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Project assigns Toni Poe, a work resource, to the task. As you can see in the Cost field of the Assign Resources dialog box, this assignment has no cost. That s because this work resource, Toni Poe, has no cost rate or per-use cost. So even though the assignment generated work, there s no cost associated with it. Next, you ll assign the cost resource.
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3. In the Assign Resources dialog box, select the Cost field for the Travel cost
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resource, type 800, and then click Assign. Project assigns the cost resource to the task.
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4. To see both assigned resources, scroll up the Resource list in the Assign
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Resources dialog box.
4
Assigning Resources to Tasks
You can see the cost incurred by this assignment in the Cost column of the Assign Resources dialog box. The travel cost value will remain the same regardless of any changes made to the scheduling of the task, such as work resources being assigned or unassigned, or the task s duration changing. Note the task has the same duration of one day and Toni Poe has the same units and work values as before. Assigning the cost resource affected only the cost incurred by this task. To conclude this exercise, you ll revisit the project s overall duration and cost values now that you ve made some resource assignments.
5. On the Project tab, in the Properties group, click Project Information, and then
click Statistics.
Note the shorter duration of 36 days (it had been 41 days) and the $19,740 cost. The shorter duration is the result of applying effort-driven scheduling to some tasks. The cost is the sum of work resource assignments plus the one cost resource assignment.
6. Click Close.
CLEAN UP Close the Simple Assignments file.
Key Points
Key Points
In Project, a task normally has work associated with it after a work resource (which
can be people or equipment) has been assigned to the task.
You must assign resources to tasks before you can track resources progress or cost. Project follows the scheduling formula Duration Units = Work. Effort-driven scheduling determines whether work remains constant when you
assign additional resources to tasks. Effort-driven scheduling is turned off by default.
The easiest way to understand effort-driven scheduling is to ask yourself this
question: If one person can do this task in 10 days, could two people do it in 5 days If so, then effort-driven scheduling should apply to the task.
Actions lists appear after you perform certain actions in Project. They allow you to
quickly change the effect of your action to something other than the default effect.
Assigning cost resources allows you to associate financial costs with a task other
than those derived from work or material resources.
at a Glance
Create a custom-formatted Gantt Chart view, page 94.
Customize the Timeline for a concise project at a glance view, page 101.
Copy snapshots of Project views to other applications, page 106.
Formatting and Sharing Your Plan
In this chapter, you will learn how to: Customize a Gantt Chart view. Customize the Timeline view. Draw on the chart portion of a Gantt Chart view. Copy snapshots of the Timeline and Gantt chart views to another application. Print views. Edit and print reports.
In this chapter, you use some of the formatting features in Microsoft Project 2010 to change the way your data appears and then copy and print a project plan. The primary way in which Project represents tasks graphically is as bars on the chart portion of a Gantt Chart view. These are called Gantt bars. On a Gantt chart, tasks, summary tasks, and milestones all appear as Gantt bars or symbols, and each type of bar has its own format. Whenever you work with Gantt bars, keep in mind that they represent tasks in a project plan. In some respects, a project plan is really a database of information, not unlike a Microsoft Access database file. You don t normally see all the data in a project plan at one time. Instead, you focus on the aspect of the plan that you re currently interested in viewing. Views and reports are the most common ways to observe or print a project plan s data. In both cases (especially with views), you can substantially format the data to meet your needs.
Tip This chapter introduces you to some of the simpler view and report formatting features in Project. You ll find quite a bit more material about formatting, printing, and publishing your project plans in 11, Organizing Project Details, and 15, Applying Advanced Formatting and Printing.
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