Assigning Resources with the Task Form


Another method commonly used to assign resources and edit resource information is to use the Task Form. This is a form that comes up in the bottom half of the screen when you split the windows in the Gantt Chart view. This view shows you not only assignment information about the task that is selected in the upper window, but also task information such as a list of predecessors, task type, and other task-level information. You can also view several other forms in this way that show more detailed information about the Work, Cost, and Schedule of resources assigned to the selected task.

Using the Resources and Predecessors Form

graphics/one_icon.jpg Click Window, Split, and the Resources and Predecessors form appears by default in the lower half of the split-screen.

graphics/two_icon.jpg Select the task you want to view.

graphics/three_icon.jpg The name of the resources assigned to the selected task appears on the left side of the form.

graphics/four_icon.jpg The form also shows the Assignment Units and the Assignment Work for each assignment here. These can be edited here, as well.

graphics/five_icon.jpg The upper portion of the form shows task-level information such as Start, Finish, Task Type, Duration, and % Complete.

graphics/six_icon.jpg You can assign a new resource by selecting the space just below the last resource in the list and then selecting them from the drop-down list.

graphics/seven_icon.jpg You can then edit the Units and Work values for the assignment.

graphics/eight_icon.jpg Click OK to make the assignment.


Switching to the Resource Work Form

graphics/one_icon.jpg Right-click a blank spot anywhere on the Form in the lower pane and select Resource Work from the menu that appears.

graphics/two_icon.jpg The top portion of the form is the same, and contains the same task fields.

graphics/three_icon.jpg The lower portion shows more details about the assignments on the task, including Overtime Work and Baseline Work.

graphics/four_icon.jpg You can also edit Actual and Remaining Work here.

graphics/five_icon.jpg Click OK to finalize any edits you have made.


Show Me. Microsoft Office Project 2003
Show Me Microsoft Office Project 2003
ISBN: 0789730693
EAN: 2147483647
Year: 2003
Pages: 204 © 2008-2017.
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