MS Project 2013 Lesson 4

Microsoft Project 2013
Lesson 4
Project Resources
Copyright 2012-2014, Simplilearn, All rights reserved.
Objectives
By the end of this lesson, you will be able to:
Describe the importance of Resource Management in planning projects

List the different types of resources that can be created within Microsoft
Project 2013
Allocate resources to the tasks
Resources
Resource has a great impact on the timing and cost of a Project.
Resources
Application Scope
Can exist independently
Can be assigned to a task
Advantages of Creating Resources

There are many advantages of creating resources in a project.
Some of the advantages of creating resources are:

Understand new aspects of the project
Planning
Initiating
Identify all the tasks that are not assigned to a resource in large projects
Avoid slippage of tasks
Responsibility Matrix
Responsibility Matrix describes the contribution of various roles in carrying out tasks for a project.
Responsible Party
Project
Committee
Client
POC
Project
Manager
Work Breakdown
pattern
Costing
Quality Parameters
New requests
Approval for requests
Task
Scope Analysis
Tech
Team
Finance
Team
Project
Coordinator
Types of Resources
Resources are classified into three types.
Resource Types
Material Resource Type
Work Resource Type

Refers to Team
Member/Entire
Refers to the consumables

Can be set up within a project
Team/Equipment
Is responsible for completing
and assign them to a task
Cost Resource Type

Identifies the cost associated
with a task
Is used when a task has
overhead costs
the tasks
Is measured in unit of time
Can be tracked on availability
and cost
Add Resources
Adding accurate information of resources is one of the most critical steps of project planning.
Project managers can monitor the cost effectively during the course of the project.
Resource sheet can be used to add or edit the resources.
Click the View tab.
Click Resource Sheet

dropdown list.
Select Resource Sheet.
Resource Sheet will be

displayed.
Add Resources (contd.)

Important components of a Resource Sheet are shown here.
Indicate the Type of resources

Indicate the units name
Enter the name of the resource
group
Allocate the work hours (in %)
Work Resources
Work resources refer to the people and equipment performing the tasks of a Project.
The two important aspects of work resources are:

Availability
Cost
Time when the specific
Actual cost incurred by
resources can work on
the resources working
the tasks and how
on the project
much work can the

resources perform
Material Resources
Material resources refer to the consumables used in a Project.
Material resources are added to track:

The rate of consumption
Associated costs
10
Cost Resources
Cost resources can be used to represent a financial cost associated with a task in a Project.
Specific type of cost can be associated with:

Single task
Multiple tasks
11
Generic Resources
Microsoft Project Professional and Project Web App allow the usage of Generic Resource.
Features of generic resources are:

Generic resources are the categories of workers.
They have to be added in the Project Web App.
Generic resources act as placeholders, which can be later allocated to a

real resource.
12
Resource Costs
The costs associated with the resources should be entered accurately in the Resource Rate Table.
In the Resource Rate
Table, enter the standard
pay rates.
Enter the overtime rates

(if any).
Enter the hourly rate (if

applicable).
Resource Rate Table
13
Resource Assignment
Resource Assignment helps in understanding whether:
The right number of

resources are available
A replacement is
available
Resources have over

allocated tasks
Resources have under

allocated tasks
14
Create Resource Assignments

The quickest way of assigning a resource to a task is shown here.
Click the Gantt Chart view.
Select Task Form.
Enter the resource name

in the Resource column.
15
16
Knowledge Check 1
Which of the following is a named object within the application scope of a project?
Select the answer.
a.
b.
c.
d.
Resource
Management
Task
Cost
17
Knowledge Check 1
Which of the following is a named object within the application scope of a project?
Select the answer.
a.
b.
c.
d.
Resource
Management
Task
Cost
Answer: a. Resource
Explanation: Resource is a named object within the application scope that can exist independently or be
assigned to a task.
18
Knowledge Check 2
Which of the following are the three types of resources in Microsoft Project 2013?
Select the answer.
a.
b.
c.
d.
Work, Material, Cost

Work, Resources, Cost
Material, Equipment, Work
Material, Cost, Task
19
Knowledge Check 2
Which of the following are the three types of resources in Microsoft Project 2013?
Select the answer.
a.
b.
c.
d.
Work, Material, Cost

Work, Resources, Cost
Material, Equipment, Work
Material, Cost, Task
Answer: a. Work, Material, Cost

Explanation: Resources are classified into three types. They are: Work Resource Type, Material Resource Type,
and Cost Resource Type.
20
Knowledge Check 3
Which of the following describes the contribution by various roles in carrying out tasks for a project?
Select the answer.
a.
b.
c.
d.
Resource Sheet
Material Resources
Resource Rate Table
21
Knowledge Check 3
Which of the following describes the contribution by various roles in carrying out tasks for a project?
Select the answer.
a.
b.
c.
d.
Resource Sheet
Material Resources
Resource Rate Table
Answer: b. Responsibility Matrix

Explanation: Responsibility Matrix describes the contribution by various roles in carrying out tasks for a
project.
22
Knowledge Check 4
Which of the following is used to accurately enter the costs associated with the resources?
Select the answer.
a.
b.
c.
d.
Resource Sheet
Resource View
Resource Rate Table
23
Knowledge Check 4
Which of the following is used to accurately enter the costs associated with the resources?
Select the answer.
a.
b.
c.
d.
Resource Sheet
Resource View
Resource Rate Table
Answer: c. Resource Rate Table

Explanation: Resources form a major cost component of a project. The costs associated with the resources
should be entered accurately in the Resource Rate Table.
24
Knowledge Check 5
Which of the following helps in identifying over-allocation and under-allocation of tasks to the resources?
Select the answer.

a.
b.
c.
d.
Resource Sheet
Resource Assignment
Cost Resources
25
Knowledge Check 5
Which of the following helps in identifying over-allocation and under-allocation of tasks to the resources?
Select the answer.

a.
b.
c.
d.
Resource Sheet
Resource Assignment
Cost Resources
Answer: c. Resource Assignment

Explanation: Resource Assignment helps you identify whether the tasks are over-allocated or under-allocated
to the resources.
26
Summary
Let us summarize the topics covered in this lesson:
Managing resources helps project managers to control important project
aspects, such as who does what work, when, and at what cost they do it.
Responsibility matrix describes the contribution of various roles in carrying out
tasks for a project.
Work resources (people and equipment) carry out the actual work in a project.
Material resources are the consumables used in the project.
Cost resources identifies the costs associated with the project tasks.
After entering tasks and resources, the next important step is to assign tasks to
the resources.
Work, material, and cost resources can be assigned to the tasks, as per the
project requirements.
27
Thank you
28

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Microsoft Project 2013

Copyright 2012-2014, Simplilearn, All rights reserved.

Describe the importance of Resource Management in planning projects

Allocate resources to the tasks

Copyright 2012-2014, Simplilearn, All rights reserved.

Copyright 2012-2014, Simplilearn, All rights reserved.

Can be assigned to a task

Advantages of Creating Resources

Some of the advantages of creating resources are:

Copyright 2012-2014, Simplilearn, All rights reserved.

Approval for requests

Copyright 2012-2014, Simplilearn, All rights reserved.

Work Resource Type

Refers to the consumables

and assign them to a task

Cost Resource Type

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Click Resource Sheet

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Select Resource Sheet.

Resource Sheet will be

Add Resources (contd.)

Indicate the Type of resources

Copyright 2012-2014, Simplilearn, All rights reserved.

The two important aspects of work resources are:

Time when the specific

Actual cost incurred by

resources can work on

the resources working

the tasks and how

much work can the

Copyright 2012-2014, Simplilearn, All rights reserved.

Material resources are added to track:

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Specific type of cost can be associated with:

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Features of generic resources are:

Generic resources act as placeholders, which can be later allocated to a

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Enter the overtime rates

Enter the hourly rate (if

Resource Rate Table

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The right number of

Resources have over

Resources have under

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Create Resource Assignments

Click the Gantt Chart view.

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Select Task Form.

Enter the resource name

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Work, Material, Cost

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Work, Material, Cost

Answer: a. Work, Material, Cost

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Answer: b. Responsibility Matrix

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