Resource allocation
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From: rooster99 on 15 Jan 2010 06:35 Is it best to define resource by role or by individual person? I have a number of tasks which are essentially project management but are being carried out by different people, some of them solution architects. These people have different global cost rates. Or is it possible to assign a cost to an individual task? I need to be able to track how many project management or solution architect activity days I've used as these are defined in the contract and the costs then won't match. Or am I just thinking too deeply about this ;-) Many thanks, R -- rooster99 ------------------------------------------------------------------------ rooster99's Profile: http://forums.techarena.in/members/150192.htm View this thread: http://forums.techarena.in/microsoft-project/1293391.htm http://forums.techarena.in
From: Sai on 15 Jan 2010 07:40 On Jan 15, 4:35 pm, rooster99 <rooster99.44t...(a)DoNotSpam.com> wrote: > Is it best to define resource by role or by individual person? I have a > number of tasks which are essentially project management but are being > carried out by different people, some of them solution architects. These > people have different global cost rates. Or is it possible to assign a > cost to an individual task? I need to be able to track how many project > management or solution architect activity days I've used as these are > defined in the contract and the costs then won't match. > Or am I just thinking too deeply about this ;-) > > Many thanks, > R > > -- > rooster99 > ------------------------------------------------------------------------ > rooster99's Profile:http://forums.techarena.in/members/150192.htm > View this thread:http://forums.techarena.in/microsoft-project/1293391.htm > > http://forums.techarena.in I see you have 2 critical requirements - "cost rates of solution architects can vary" and "you need to know how many solution architect activity days I've used". I can provide you three options with its pros and cons 1. Individual resources - Add the resource details in Resource sheet for each team member Pros: (1) Working time of each resource can be different (2) Cost rates of each resource can be different Cons: (1) Huge list of resource names (2) You can effectively categorize the resources by skillset (but still can do it by adding custom fields) 2. Group resources - For each role, define one resource in resource sheet, but with Max Units reflecting the number of resources with that role Pros: (1) Small list of resources Cons: (1) Working time can be set at role level, and not at individual resources (2) For each role, the cost rate should be constant 3. Cost resources - You can go with (1) and (2), but don't define the cost of the resources at resource level. Instead, create a Cost resource (if you are using Project 2007) or insert a field "Fixed cost" in Gantt chart to enter the cost Pros: (1) Simple, if the cost is not dependent on time or number of resources Cons: (1) Cost resource and fixed cost is provided to enter cost that doesn't vary over time Please let us know if this helps - Sai, PMP, PMI-SP, MCT, MCTS http://saipower.wordpress.com
From: Trevor Rabey on 15 Jan 2010 09:03 Individual people. After all it's ultimately individual people who do the work and report the progress. Maybe start somewhat generic when roughing out the plan, but replace at some point asap with real people to finish off. I would, if necessary sometimes, go further. Same guy might cost different rates on different tasks. It would be unusual and maybe a bit too complicated, but special case ok and I have done it to get the result I need. eg, a resources named: Bob when he does task 123, $50/hour Bob when he does task 456, $60/hour You can always group them or categorise with a spare text field and group and sub-total on that field. Hanging onto generic roles rather than just creating more resources can lead to further necessity for clunky workarounds. -- Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING www.perfectproject.com.au "rooster99" <rooster99.44txzc(a)DoNotSpam.com> wrote in message news:rooster99.44txzc(a)DoNotSpam.com... > > > Is it best to define resource by role or by individual person? I have a > number of tasks which are essentially project management but are being > carried out by different people, some of them solution architects. These > people have different global cost rates. Or is it possible to assign a > cost to an individual task? I need to be able to track how many project > management or solution architect activity days I've used as these are > defined in the contract and the costs then won't match. > Or am I just thinking too deeply about this ;-) > > Many thanks, > R > > > -- > rooster99 > ------------------------------------------------------------------------ > rooster99's Profile: http://forums.techarena.in/members/150192.htm > View this thread: http://forums.techarena.in/microsoft-project/1293391.htm > > http://forums.techarena.in >
From: rooster99 on 15 Jan 2010 11:41 Trevor Rabey;4770171 Wrote: > Individual people. > After all it's ultimately individual people who do the work and report > the > progress. > Maybe start somewhat generic when roughing out the plan, but replace at > some > point asap with real people to finish off. > I would, if necessary sometimes, go further. > Same guy might cost different rates on different tasks. > It would be unusual and maybe a bit too complicated, but special case > ok and > I have done it to get the result I need. > eg, a resources named: > Bob when he does task 123, $50/hour > Bob when he does task 456, $60/hour > > You can always group them or categorise with a spare text field and > group > and sub-total on that field. > Hanging onto generic roles rather than just creating more resources can > lead > to further necessity for clunky workarounds. > -- > Trevor Rabey > 0407213955 > 61 8 92727485 > PERFECT PROJECT PLANNING > www.perfectproject.com.au > >[/color] Thanks Trevor, But how do you set different rates for Bob for different tasks, as I find the cost isn't editable. Do I maybe not set a global rate for him? R -- rooster99 ------------------------------------------------------------------------ rooster99's Profile: http://forums.techarena.in/members/150192.htm View this thread: http://forums.techarena.in/microsoft-project/1293391.htm http://forums.techarena.in
From: Trevor Rabey on 15 Jan 2010 18:07 Just make 2 different Bobs. The names of the Bobs are: "Bob 1 for task A" "Bob 2 for task B" This takes care of the different costs for the same guy on different tasks, but it does mean that Bob could be over-allocated and leveling won't work, but that can be addressed separately. -- Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING www.perfectproject.com.au "rooster99" <rooster99.44ubvb(a)DoNotSpam.com> wrote in message news:rooster99.44ubvb(a)DoNotSpam.com... > > Trevor Rabey;4770171 Wrote: >> Individual people. >> After all it's ultimately individual people who do the work and report >> the >> progress. >> Maybe start somewhat generic when roughing out the plan, but replace at >> some >> point asap with real people to finish off. >> I would, if necessary sometimes, go further. >> Same guy might cost different rates on different tasks. >> It would be unusual and maybe a bit too complicated, but special case >> ok and >> I have done it to get the result I need. >> eg, a resources named: >> Bob when he does task 123, $50/hour >> Bob when he does task 456, $60/hour >> >> You can always group them or categorise with a spare text field and >> group >> and sub-total on that field. >> Hanging onto generic roles rather than just creating more resources can >> lead >> to further necessity for clunky workarounds. >> -- >> Trevor Rabey >> 0407213955 >> 61 8 92727485 >> PERFECT PROJECT PLANNING >> www.perfectproject.com.au >> >[/color] > > Thanks Trevor, > But how do you set different rates for Bob for different tasks, as I > find the cost isn't editable. Do I maybe not set a global rate for him? > > R > > > -- > rooster99 > ------------------------------------------------------------------------ > rooster99's Profile: http://forums.techarena.in/members/150192.htm > View this thread: http://forums.techarena.in/microsoft-project/1293391.htm > > http://forums.techarena.in >
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