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. In the Resource Usage view, scroll down until you see resource 20, Jenny Lysaker, in the Resource Name column, and then click her name.

   You can see that Jenny Lysaker 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.

2. On the Window menu, click Parnell Aerospace Promo 20.

3. On the View menu, click Gantt Chart.

4. On the Standard toolbar, click the Assign Resources button.

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

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

7. Click the Close button to close the Assign Resources dialog box.

8. On the Window menu, click Resource Pool 20 to switch back to the resource pool.

9. On the Standard toolbar, click the Go To Selected Task button.

   Your screen should look similar to the following illustration:

   

   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 immediately show up in all other open sharers and the resource pool. You don’t need to switch between sharers and the resource pool, as you did in this chapter, to verify the updated resource assignments.