Updating Assignments in a Sharer Plan


You might recall that an assignment is the matching of a resource to a task. Because a resource’s assignment details originate in sharer plans, Project updates the resource pool with assignment details as you make them in the sharer plan.

In this exercise, you change resource assignments in a sharer plan, and you see the changes posted to the resource pool.

1. On the Edit menu, click Go To.

2. In the ID field, enter 21, and then click OK.

Project displays the information for Jenny Lysaker. You can see that Jenny has no task assignments in either sharer plan. (The value of her Work field is zero.) Next, you will assign Jenny to a task in one of the sharer plans, and you will see the result in the resource pool as well as in the project.

3. On the Window menu, click Parnell Aerospace Promo 19.

4. On the View menu, click Gantt Chart.

5. On the Standard toolbar, click the Assign Resources button. image from book

6. In the Task Name column, click the name of task 5, Add effects.

7. In the Resource Name column in the Assign Resources dialog box, click Jenny Lysaker, and click the Assign button.

8. Click Close to close the Assign Resources dialog box.

9. On the Window menu, click Resource Pool 19 to switch back to the resource pool.

10. Make sure that resource 21, Jenny Lysaker, is selected, and then on the Standard toolbar, click Scroll to Task. image from book

image from book

As expected, Jenny Lysaker’s new task assignment appears in the resource pool.

When the resource pool is open in Project, any changes you make to resource assignments or other resource information in any sharer plans immediately show up in all other open sharer plans and the resource pool. You don’t need to switch between sharer plans and the resource pool, as you did in this chapter, to verify the updated resource assignments.




Microsoft Office Project 2007 Step by Step
MicrosoftВ® Office Project 2007 Step by Step (Step By Step (Microsoft))
ISBN: 0735623058
EAN: 2147483647
Year: 2004
Pages: 247

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