Project Online Resource Management

We will be using project online for Resource Management - managing the workload on many machines - and do this function across the team collaboratively.
I was wondering how resources are managed in Project online. After loading tasks on my resources/machines , I need to be able to see/view how much workload is distributed on these resources/machines and if I can assign a pending task to the resource or shuffle
the work around.
I would like to use 2 project pro and 2 project lite licenses to manage resources/machines.

msayani2 --
Firstly, all of your people and machines need to b entered in the Enterprise Resource Pool.  For each of the machines you list, enter a Max. Units value that represents 100% multiplied by the number of machines you have.  For example, if you have
three road graders, you would enter 300% in the Max. Units column for a Road Grader resource.
Next, you will need to build enterprise projects, add the required people and machines as team members in the project, assign the resources to each task as needed, and then save and publish each enterprise project.
To see how the workload is distributed for your resources, navigate to the Resource Center page and select the resources whose assignments and availability you want to study.  At the right end of the Resources ribbon, click the Resource Availability
button.  On the Resource Availability, select the time range you want to use and you can then see the availability of your selected resources.  You can also click the Resource Assignments button to study how the resources are being used on tasks
across all projects in Project Server.
Hope this helps.
Dale A. Howard [MVP]

Similar Messages

  • Project Online Resource Plan issues_Many

    I am trying to setup a client that only wants to use Project Server for portfolio planning and analysis. In this scenario they only want to assign generic resources (remember, no detail plans...only high level), and want to use the resource plan. Sounds
    simple, but I am finding a lot of issues with this scenario, primarily with resources plan.
    1. The resource plan seems to be checked out with no way to check it in other than through the force check-in.  On occasion it seems to get checked in but I can't figure out the steps.  I've tried with and without editing and publishing the
    project itself with no avail.  Sometimes the Publish option is still available (but I assume it wouldn't be if someone else checked it out) but sometimes it is greyed out.
    2. I can't assign capacity to a generic resource and use it in Portfolio Analysis.  This seems to be a feature that in my opinion was poorly conceived, but I'll leave out the details of this rant.
    3. and biggest issue which is definitely a bug and show-stopper.  Changing the date rage of an existing resource plan doesn't change the resource demand for a date range that was cut from the original. I can back the start date or extend the end date,
    but cannot move the start date or end date in.  What happens is that the grid changes just fine but the resource date range along with the demand for that time no longer in play still show up as project demand.
    I added this to the Project Online forum but all of this behavior is the same with Project Server 2013.  Nothing I could see in the forums.  Is this a new bug or can there maybe be a fix on the way?  Any comment or update would be greatly
    appreciated.
    Thanks...
    Larry Christofaro, PMP, MCITP

    msayani2 --
    Firstly, all of your people and machines need to b entered in the Enterprise Resource Pool.  For each of the machines you list, enter a Max. Units value that represents 100% multiplied by the number of machines you have.  For example, if you have
    three road graders, you would enter 300% in the Max. Units column for a Road Grader resource.
    Next, you will need to build enterprise projects, add the required people and machines as team members in the project, assign the resources to each task as needed, and then save and publish each enterprise project.
    To see how the workload is distributed for your resources, navigate to the Resource Center page and select the resources whose assignments and availability you want to study.  At the right end of the Resources ribbon, click the Resource Availability
    button.  On the Resource Availability, select the time range you want to use and you can then see the availability of your selected resources.  You can also click the Resource Assignments button to study how the resources are being used on tasks
    across all projects in Project Server.
    Hope this helps.
    Dale A. Howard [MVP]

  • Project Online Resourcing

    I am just playing with the trial version of Project Online and Project Pro. I want to assign roles to project tasks, but don't want to set up new users in the system so I can see what the different resourcing views can get me - how can I do that?

    Reading "I type that resource name in the Assigned To box next to a task", I think
    you don't have the right process for assigning a resource to a task. You have first to create your project team from the enterprise resource pool (assuming that your enterprise resources are correctly defined), then you'll choose for each task the resource(s)
    you want to assign on the task from the project team you just built.
    From the project center, select your project and navigate to the schedule page. Then ensure to edit the project plan in order to be able to modify it. Click on build team in the "project" tab of the ribbon.
    In the "build team" interface, just select the resource you want to include in the project team and add them to the right part. Do not forget to save and close once done.
    Finally for each task, click in the resource field and choose from the pickup list the resource(s) you want to assign to the task.
    Do not forget to save and publish the project plan not to loose your edits.
    Hope this helps.
    Guillaume Rouyre - MBA, MCP, MCTS

  • Project Server or Project Online

    Since we do not have SharePoint and it's not coming soon, what options do we have for Project Server or Project Online?  Will either work without SharePoint? 
    The biggest need for project management is to allow the staff assigned to tasks to be able to update their portion of the project.  More and more of our project managers are using MS Project Professional at their desks.   Any recommendations? 

    Doug:
    Project Online/Project Server are SharePoint applications. You cannot have one without the other. If you are not familiar with these technologies, I suggest that you consider at least discussing your direction with a certified partner. It may be that you
    can accomplish what you want using Project Pro and SharePoint online with Project Online. You can synchronize an individual Project with a SharePoint task list and users can update their assignments in SharePoint. If you need Enterprise features, cross-project
    reporting, resource management and the like, Project Online is the way to go.
    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG

  • Importing existing project to Project Online

    Hello, my company recently purchased Project Online to add to our existing Office 365 environment.
    From the Project Web App home page, I would like to use the Create or Import projects tile to add an existing .mpp project file that I have uploaded to my SkyDrive to Project Online, and manage this project from the Project Web app.
    However, I cannot figure out how to do this or if it is even possible. The tile itself says "Create new or import from Sharepoint sites and project files.".  To import an existing project you're then referred to this site: http://office.microsoft.com/en-us/project-server-help/more-ways-to-create-or-import-projects-HA102923810.aspx.
     On that site the only listed ways of importing an existing project are to import a Sharepoint task list (not what I want) or by connecting your local Project Pro to Project Online and publishing the project.
    Importing or uploading an existing project file directly to Project Online would seem to be a fundamental basic usage of Project Online. Do I really need to also purchase Project Professional in order to import existing project files to Project Online?
    Thanks

    Project Online cannot read mpp files, hence the reason for requiring Project Professional 2013 if you want to import these into Project Online - even if you only want to manage them via Project Web App from then on.  
    If you've not got Project 2013 Pro, you could cut and paste the existing task list from Project into a SharePoint list, and create the project from there.
    The way forward will depend on the complexity of your schedules, remember that PWA does not have all of the capability of MS Project 2013
    Ben Howard [MVP] blog |
    web

  • Difference in Resource management between PPM and MRS

    We have SAP CRM opportunities, PS Projects (no networks), No Plant Maint, No CS, Resources around 600, multi skill set tracking, global resource management pool, CATS timesheet.
    is it necessary to install MRS for resource management or is PPM RM functionality sufficient?

    Hi Salim,
    within PPM Resource Management you can staff resources to roles of the project and assign these to tasks. You can have a staffing directly within the project or there is a cross-project view in the Resource Management role of PPM. In PPM there are different scenarios who is allowed to staff (e.g. project lead, resource manager, extended process using candidate manager).
    The demand on the role level can be defined either as a block without distribution (e.g. 40 days between 01.01.2013 and 31.12.2013) or distributed on monthly or weekly level (e.g. 2 days in Jan, 2 days in Feb).
    Since MRS is a dedicated Resource Management tool there are additional functions in MRS.
    It depends on your process if you require these in your scenario or nor. These addtional features e.g. include amongst other
    - Graphical Visualization of the resource demands and staffings (see screenshot below)
    - planning down to a daily level
    - more flexible definition of multiple responsible resource managers
    - optimized for handling of huge number of resources/requests
    So as I wrote earlier it will probably not be possible to say what you should use without knowing the detail requirements.
    Regards, Andrea

  • Project Online, editing a user/resource: The User Logon Account always displays an error

    New Project Online account.  I changed the security mode from SharePoint to Project Server but I believe this was happening prior to that change. All resources are selected to be associated to a user account.  This happens in both Resource
    Center and Manage Users.
    Every time I go to edit a resource, the User Authentication section contains the error "Multiple entries matched, please click to resolve.". I am unable to edit the user without first deleting the entry and selecting the same user name again. Only
    one user ever comes up in the dropdown options and it always allows me to then save that resource record.
    Please advise.  I would like to have an answer before I hand this off to the PMO administrator who will be managing resources.
    Larry Christofaro, PMP, MCITP

    Hello, this is something I believe Microsoft are aware of so I guess will be resolved soon. This affects all tenants, well all tenants I have seen anyway! Paul
    Paul Mather | Twitter |
    http://pwmather.wordpress.com | CPS

  • Pulling in Resource initials to Project Online

    Hello!
    We have Office 365 with ADFS and have synced users using a group to the resource pool in Project Online. It seems like for some reason, it is only syncing the first initial of the user's first name into the Resource Initials section
    The synced users, however, aren't populating the 'resource initials' from the synced accounts and since we'd like to stick with SharePoint permissions mode, I am unable to access and update that initials section (i.e. no Manage Users in PWA settings) manually.
    Is there another way of updating that information?
    Thanks
    Damon Curtin

    Hello Damon,
    Have you ever found a solution for this? We have the same problem, although with an on-premise version of Project Server 2013.
    I have found
    this article which states that "Initials. This field is automatically populated with the initials of the resource, based on the name that is specified in the Display Name box. If you want to use different initials to refer to this resource, specify them
    in the Initials box". The first part of the statement is correct, but as you pointed out, the Initials field is disabled in PWA for resources that are synchronised with AD.
    Also, having enabled verbose logging in SharePoint and changed my initials in AD, I can see the following entry in the log:
      Existing resource <GUID> was found in AD, and is identical - no update performed
    which would suggest that Project Server is not even trying to synchronise the Initials field.
    Regards
    Boris

  • Duplicated resources on Project Online

    Creating a user when a respective resource already exists, results in a duplicated resource.                                                               
    This is a Project Online implementation based on Project Server permissions mode.
    Consider this scenario:
    There are 40 employees in the organization: 2 executives, a few project managers and the rest are team members. License for Project Online is purchased for only 10 employees.
    The PMO creates users for the 10 employees on Project Online:
    SharePoint users are created: Web AppàAdminàOffice
    365àUsers and Groups
    Project Online users are created: Web AppàProjectsàPWA
    SettingsàManage usersàNew useràUser
    logon account: type SharePoint user; Mark: "User can be assigned as a resource"
    The PMO creates the other 30 employees as resources on Project Online on Enterprise Resource Pool.
    At this point, all 40 employees are resources on Project Online.
    After a while, additional 5 licenses are purchased. Steps 2.a and 2.b are performed for the respective employees.
    In this scenario, there are 5 employees who are duplicated on Resource Center, i.e. appear twice: one is a non-user resource, and the over is a user who is also a resource.
    How can I avoid the resources' duplication?

    When employees are already present as ressource in Resource center then you need not to create new user for same employee.
    To avoid this situation 
    Open Resource center from PWA then Click on Resource to whom you want to make user then Click on Edit and then click on Associate Resource with user account then give AD account for reosurce and add to the group and click on same.
    Once you will do this your resource will also work as User and there will be not duplication. 
    kirtesh

  • Project Online learning resources

    Are there any good resources online for learning about Project Online/Project WebApp?  I've kind of pieced together some things here and there and I managed to get a Project Pro project imported but I can't find much beyond getting started videos
    for actually learning about Project Online.  Or what I do find are old videos from the "preview" version that seem to be more marketing/sales oriented rather than for training.

    My fellow Project MVP, Paul Mather, has put together a series of posts which exactly do this. 
    https://pwmather.wordpress.com/2014/07/22/getting-started-with-projectonline-round-up-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
    Cheers,
    Prasanna Adavi, Project MVP
    Blog:
      Podcast:
       Twitter:   
    LinkedIn:
      

  • Resource Management of Shared Resource Pool at the Project Level

    I am having difficulty figuring out how to implement our resource management process. Currently we have one "Resource Pool" project that has all the shared resources. It is connected to both a "master portfolio" plan that has some task
    detail in it and other individual project plans that have their own WBS (for larger projects).
    The difficulty arises because we want to do resource allocation at a project level, but the resource usage view shows the WBS/task level detail.  I've tried grouping the resources assignments by resource and then project, but since everything is
    in the "Resource Pool" project, they all group under that project.  I've tried adding the "Project" field and it does show as the source project, but it doesn't group on that field, but rather the "Resource Pool" project
    only.
    How can I see resource allocation/usage at just the project level so our managers can do planning, negotiation, and re-allocation on a periodic basis with one simple view?
    My best current idea is to disconnect all the sub-tasks from the sharer, eliminate the WBS below the project level in the master plan and attach resources at that single line project in that master plan.  Then, we would have to manually alter the "Max"
    available time in the individual sub-plans as we altered allocations.  That essentially disconnects individual plans from both the master plan and the shared resource pool.
    Is there a better way?

    Mark,
    Yeah, I think there is a better way. Having a linked structure the contains both a pool file and a dynamic master is tenuous enough (i.e. prone to corruption), but if you start disconnecting from the pool and and messing with the master, you will most certainly
    invite trouble.
    But here is an approach that might work. I tested it on a sample pool file with two sharer files and I think it might give you what you want.
    1. First, either manually copy or use VBA to copy the contents of the Project field to a custom text field in each sharer file
    2. In the pool file display the Resource Usage view
    3. Create a group that first groups on the Resource Name and then on the Text1 field, and select "group assignments, not resource"
    4. Change the Text1 group field to be "assignment"
    Does that give you what you want?
    To help visualize, here is a screenshot of my test file. After grouping I applied a filter to Text1 with the option to also show summary tasks:
    John

  • Resource manager and images being rewritten in the project root

    Hi everybody,
    I began using the Resource Manager, and I created two folders, one with HTML files (topics), and another one with pictures present in those topics.
    As I transferred the topics to the HTML shared folder the pictures references remained the old ones, i.e. the ones inside the project folder, right?
    Therefore I began reassigning the pictures to the ones copied in the pictures shared folder, and here begins to be a little bit illogical and difficult.
    I deleted the pictures from the original project folder as I want to save the space and have, of course, the pictures only in the shared folder, however after I reassign the pictures to one of the topics, and I sync it, the pictures I deleted appear in the root folder of the project.
    I wanted to have the "common" pictures (they appear in 2 different projects) only in the shared folder (declared as pictures folder in Resource Manager) because if I do a modification of one picture, I would like to have this modification propagated in the second project, right?
    And also save some space, as it does not make any sense to me to have the same pictures in 2 places (double space consumed) when I can have them in only one folder.
    I would like to know how I can avoid this recopying of the picture files in my project folder, if possible.
    The procedure I used was:
    1. Found out which are the common topics for the 2 projects and copied them in the Resource Manager shared folder for HTML files.
    2. Found out which pictures were on those topics and copied them in the Resource Manger shared folder for pictures
    3. I included the shared topics into the project, and reassigned the pictures to the ones that are in the Resource Manager shared pictures folder
    4. I saved the topic, and did a sync in the Resource Manger
    Did I do something wrong here?
    Thank you.

    The repository has all the images you may want to use in any of your projects or elsewhere.
    Each time you link in a project, that image only is copied to the project, not the whole repository. If either copy changes, you are notified. You then have the choice of updating the out of date copy or breaking the link because for some reason you now want the difference.
    Your statement "I saw that if I use an external directory to the actual project where I have pictures, RoboHelp will copy those into the project's folder" is not correct. The Resource pod will show all the images available in the repository but only the ones in used in the project are copied locally.
    See www.grainge.org for RoboHelp and Authoring tips
    @petergrainge

  • Project Online - offline project plan prompts for date range to be entered when accessing Resource Usage view

    When I save a project plan to my local computer from Project Online and open it up in an offline mode and access Resource Usage view I get prompted with Date Range dialog boxes with the first one saying "Show resources/assignments that start or finish
    after:" and the second one with "And before:".
    I don't have any filters that are setup in Project Online that are not available in offline mode to trigger these prompts.
    Please let me know what could be causing the date range prompts. Thanks.

    Hi,
    You probably retrieve an enterprise filter into your local file. Just open the organizer from MS Project, go to the filter tab (be sure to have your project selected in the drop down menu at the top left of right of the organizer) and delete the date range
    filter.
    Hope this helps,
    Guillaume Rouyre, MBA, MCP, MCTS |

  • Project Management and Resource Management Reporting Views

    I am wondering if anyone would have and is willing to share some documentation they may have put together around reporting views related to Project Management and Resource Management modules. We are installing the projects suite and I have never done custom reporting out of these modules and would be interested in feedback or documentation anyone may have related to these or any offer of assistance or direction in designing the reporting views.
    Thank you in advance!
    Matt

    hello Tony,
    What I can say. Maybe you should use SAP PPM as a operational Project Management tool and integrate it with WBS elements and projects in SAP PS. Probably it will be the best solution for you.
    The second way is to use a second project structure for project management as you wrote, with different number of this project. So you will have 2 structures one for actual posting of costs and the second for rest management needs and statistical posting of costs. Probably you will need CO substitution for posting of costs to post costs on these 2 structures.
    There will be many other conditions to get right solution but I think this 2 ways are possible.
    Adam

  • Resource Assignment without Project Resource Management Module

    Hi Dina,
    We are implementing Oracle projects for one of our customers. The customer does not want to implement Project Resource Management module. Is it possible to assign resources to a project or create a new requirement using the Resources tab in Project screen (HTML page) without implementing the Project Resource Management module. Pls let us know.
    Regards,
    Sri
    Edited by: user12209290 on Nov 18, 2011 9:30 AM

    Hi
    With Project Management you can assign resources to the work plan. Resources might be named people or generic resource by job.
    You can track planned hours by resource versus actual time worked, You can look at roll-up of planned hours across multiple projects for the same resource, or summarization of planned and actual hours using the RBS.
    However, you will not get the functionality of demand published to resource managers, and the search functionality for available person to join the requiring project.
    Dina

Maybe you are looking for