Project Server in Action in Microsoft Office

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Project Server in Action
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Resources by Team This distinctive view displays resource information for resources associated with team assignment pools Figure 20-24 shows an example Work Resources Work resources include resources filtered on type 0 (work resources) In other words, this view shows only resources that are set to be assigned to work on a task Usually these resources are the actual people who work on project tasks, but could include other resources such as generic resources
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Possible Changes in Top-Level Resource Views
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Changing Views in the main Resource Center can be performed from within the Server Settings area of Project Server 2007 if the user has the required permissions Changes can be simple, such as removing a column that is not needed or reordering the columns that
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FIGURE 22-24 Resources by Team View in Resource Center
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Project Server in Action
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Resources by Team This distinctive view displays resource information for resources associated with team assignment pools Figure 20-24 shows an example Work Resources Work resources include resources filtered on type 0 (work resources) In other words, this view shows only resources that are set to be assigned to work on a task Usually these resources are the actual people who work on project tasks, but could include other resources such as generic resources
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Changing Views in the main Resource Center can be performed from within the Server Settings area of Project Server 2007 if the user has the required permissions Changes can be simple, such as removing a column that is not needed or reordering the columns that
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FIGURE 22-24 Resources by Team View in Resource Center
20:
Resource Management
are displayed Resource views do not generally require complex formulas, but do tend to need personalization Personalization in this context refers to using the same data source to provide the appropriate subset of data depending on who is viewing the system For example, some organizations allow team members to view only their own data, resource managers to view the information for those over whom they have supervisory responsibility, and the program management office (PMO) staff to see all resource information These differences would normally be set using security categories It is also possible to display different information in a custom view Such a view might make sense, for example, when resource managers in the Information Technology (IT) Department are interested in different columns altogether from the managers in the Marketing or New Product Development departments Consider all these possibilities when planning the EPM project requirements
Assignment Views
Assignment and Availability views are two very powerful assets in understanding what resources are working on and what openings there may be in their availability To select the resources for which assignment information is sought, use the checkboxes to the left of each name Notice how the right side of the page displays any resources that have been selected These selections are remembered the next time that the user navigates to Resource Center Select All and Clear All options are available when you click the Actions button After choosing the correct resources, select the View Assignments button, as shown in Figure 20-25 This displays a screen in which you can view the individual resource assignments The out-of-the-box Summary View groups the assignments by resource, then project, then assignment, and includes Work, Remaining Work, Start, Finish, % Work Complete, and Resource Name fields Figure 20-26 shows how this information is displayed By default, a single Summary View is available It is organized by resource, then project, then summary task, then task assignment levels More views that contain different data can be built to meet the organization s needs As 9 describes, you can control how the data are displayed by using the Settings button
Availability Views
The availability views that launch from Resource Center in PWA are among the most valuable tools for resource management They do, however, require that the data be accurately gathered If project managers do not appropriately build their project plans, or if the task updating process is allowed to slip, the data will be invalid For resource management to be successful, process adoption is absolutely critical
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