Substituting Resources
in [Project]
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From: Aussie on 23 Feb 2010 12:34 I am working a customer schedule (i.e., not an Enterprise schedule for my company) in MS Proj 2007 Pro. Is there a way to set up resources so that they will substitute for each other based on availability? For example, I need either an Electrician level 4 or 5 for a task – whoever is available? I don't think that Enterprise resource pool will work for me as 1) I don't think the company has set it up and 2) I don't want to tangle my customers resources with the companies resources. I am looking for a standalone option.
From: Roland67 on 23 Feb 2010 13:13 Project does not automatically substitute resources for any reason. If you want this kind of capability you'd need to look around for a 3rd party software (which I haven't heard of any) or have someone develop it. "Aussie" wrote: > I am working a customer schedule (i.e., not an Enterprise schedule for my > company) in MS Proj 2007 Pro. Is there a way to set up resources so that they > will substitute for each other based on availability? For example, I need > either an Electrician level 4 or 5 for a task – whoever is available? I don't > think that Enterprise resource pool will work for me as 1) I don't think the > company has set it up and 2) I don't want to tangle my customers resources > with the companies resources. I am looking for a standalone option.
From: Aussie on 23 Feb 2010 13:19 Roland67, Your thinking and mine are along the same lines. I will leave the post open for a while in case someone has dreamed up a "lateral thinking" solution :-) "Roland67" wrote: > Project does not automatically substitute resources for any reason. If you > want this kind of capability you'd need to look around for a 3rd party > software (which I haven't heard of any) or have someone develop it. > > "Aussie" wrote: > > > I am working a customer schedule (i.e., not an Enterprise schedule for my > > company) in MS Proj 2007 Pro. Is there a way to set up resources so that they > > will substitute for each other based on availability? For example, I need > > either an Electrician level 4 or 5 for a task – whoever is available? I don't > > think that Enterprise resource pool will work for me as 1) I don't think the > > company has set it up and 2) I don't want to tangle my customers resources > > with the companies resources. I am looking for a standalone option.
From: Jim Aksel on 23 Feb 2010 13:20
Project will not automatically substitute resources like this. Remember, Project has no way to know what a Tech Level 4 or a Tech Level 5 is, let alone if they can even do the job. Resource names and Task names are only "free flowing text" as far as Project is concerned. You may manually substitute resources. To do so, select the tasks in question and select the "Assign Resources" icon on the toolbar (or Tools/Assign Resources..) In the open dialog, select the resource to be removed and then select "Replace" on the right side. A new resource may be selected and will be substitued for the original resource for the selected tasks. -- If this post was helpful, please consider rating it. Jim Aksel, MVP Check out my blog for more information: http://www.msprojectblog.com "Aussie" wrote: > I am working a customer schedule (i.e., not an Enterprise schedule for my > company) in MS Proj 2007 Pro. Is there a way to set up resources so that they > will substitute for each other based on availability? For example, I need > either an Electrician level 4 or 5 for a task – whoever is available? I don't > think that Enterprise resource pool will work for me as 1) I don't think the > company has set it up and 2) I don't want to tangle my customers resources > with the companies resources. I am looking for a standalone option. |