Ms project general introduction
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This document defines key terms related to scheduling projects in Microsoft Project, including duration, work, resources, resource units, and scheduling formulas. It explains the differences between fixed units, fixed work, and fixed duration task types and how changing resources or work affects duration for each type. The document also covers effort-driven tasks, over-allocation of resources, and leveling of resources to resolve conflicts.
Ms project general introduction
- 1. MS Project
- 2. Terms Duration Work Resource Resource Units Effort-Driven Fixed Duration Fixed Units Fixed Work Over- allocation Leveling
- 3. Duration & Work Duration - The total span of working time or elapsed time required to complete a task. Work - The total effort required to complete a task.
- 4. Resources Resources are the people, equipment and supplies used to complete tasks in a project. Resources that are assigned to tasks but do not create work are known as material resources. Resource Units indicate how much of a resource's available time, according to the resource calendar, is being used to work on a particular task. In a project schedule, resource effort is expressed as assignment units or sometimes just as units.
- 5. Scheduling Formula Duration = Work ÷ Resource Units
- 6. Fixed Units As the task's assigned units remain constant, an increase / decrease in assigned work will result in a corresponding increase / decrease in task duration. Fixed Units is the default task type for new tasks.
- 7. Fixed Work If assigned work should remain constant, then as a task's duration goes up assigned units will go down (and vice versa). If assigned units are greater than max units, a resource over-allocation will arise. Duration = Work ÷ Resource Units or Duration = 1 ÷ Resource Units
- 8. Fixed Duration For a constant task duration, as assigned work is increased so will assigned units. Decrease the units and the work will correspondingly reduce. Duration = Work ÷ Resource Units If assigned units are greater than max units, a resource over-allocation will arise.
- 9. Effort-Driven Only comes into play after the initial resource assignments have been made Work stays constant When resources (manpower) are assigned or removed from a task, Microsoft Project will extend or shorten the duration of the task to accommodate change in resources This is the default option for new tasks
- 11. Over-allocation Situation when more hours of a resource are allocated than are available Identifying Over-allocated Resources Special leveling indicator Resource Usage View – over-allocated resources are red Over-allocation can be resolved by leveling project
- 12. Leveling Resolving resource conflicts or over- allocations by delaying or splitting certain tasks. During leveling, assignments are rescheduled according to the resource availability profiles, assigned units, and resource calendars, as well as the task's duration and constraints. It is instigated either automatically or (more commonly) by the command level now. Tools | Level Resources . . . (hour by hour)
- 13. Questions?