Managing project resources
Managing resources for a project is an integral aspect of
project management. This includes creating resource requirements in the form
of resource profiles, identifying resources that best fit the resource requirements,
assigning these resources to the project and project tasks, and scheduling
the resource assignments considering project requirements and resource availability.
- Creating a project profile
Using the Resource Assignment viewlet, a project manager can create
project profiles required for the project. While creating the project profile,
the project manager can specify requirements and can later replace these project
profiles with suitable resources. For example, the project manager can create
a project profile for a developer with 3 years of relevant experience and
skilled in Java and C++.
- Searching for resources and profiles
When you search for resources or profiles, you can select attributes
and create a resource query to ensure that you find the right resources for
a requirement. The information that you learn from the search results, can
help you to assign and allocate resources to projects based on their potential
and availability.
- Allocating resources to a project
Before you assign resources to your project tasks, you can allocate
those resources to your project. When you allocate resources, the allocation
is for the entire duration of the project by default. You can change the allocation
dates.
- Assigning resources to tasks
Before work can begin on your project, you must assign resources
to tasks. You can assign resources from those available in the resource pool,
or from the resources that might be allocated to the project. When you assign
resources to a task, the assignment is for the entire duration of the task
by default. You can change the assignment dates.
- Assigning profiles to a project
During project planning, resources might not be identified and
allocated to a project. In this scenario, you can assign profiles to the project,
and to project tasks, to complete the resource planning process. When assigned
to a project, profiles can be used as placeholders for actual resources to
plan and schedule a project.
- Contouring
Before a resource is assigned to a task, the project manager estimates
the effort required from the resource to complete a task within specified
period. Such an activity is known as contouring.
- Applying contours for resources
A project manager contours resources to define the work or effort
required from a resource to complete a task over a specified period of time.
Using the Resource Assignment viewlet, the project manager can define various
contours for resources assigned to project tasks.
- Role validation for resources assigned to WBS elements
Assigning roles to resources assigned to WBS elements is a project
manager's function. Roles are validated to define the rights and permissions
granted to resources when assigned to a work breakdown structure (WBS) element.
- Assigning roles to resources
Use the Resource Assignment viewlet to assign roles to resources
assigned to different WBS elements.
- Rolling up of resources
Using the Resource Assignment viewlet, you can roll up resource
data and identify allocated resources at a project level. The roll up of resource
data provides project managers with information about resources who can be
assigned to tasks at the project level.