Add resources to your project

A resource is traditionally defined as any of the people, equipment, and materials (material resources: Consumable materials or supplies, such as concrete, wood, or nails.) used to complete tasks that make a project.

Other types of resources that you may add to your project include:

What do you want to do?


Add enterprise resources to your project

  1. On the Tools menu, click Build Team from Enterprise.
  2. In the Build Team from Enterprise dialog box, in the Existing filters box, click the filter (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) that you want to apply. The filtered list of enterprise resources is displayed in the Enterprise Resource column. Any resources already assigned to your project team are listed in the Project Resource column.
  3. To search for resources who are available to work a specific number of hours during a particular time range, select the Available to work check box. Enter the amount of time a resource needs to be available to work, and then select the date range by using the From and To boxes.
  4. In the Enterprise Resource column, click the enterprise resource that you want to add to your project, and then click Add. To select multiple resources, hold down CTRL while you click each resource.
    • To find enterprise resources that match the skills (skill set: A particular resource's skills.) and other attributes of one of your team's existing resources, select the resource that you want to match under Project Resource, and then click Match.
    • To replace an existing resource with an enterprise resource, in the Project Resource column, select the resource or generic resource that you want to replace. Under Enterprise Resource, select the new enterprise resource, and then click Replace.

When you replace a resource, the replaced resource is not removed if they have completed any actual work. The replacement resource is assigned the remaining work.

  1. To add a proposed resource (proposed resource: A resource with a pending resource allocation to a task assignment that has not yet been authorized. This resource assignment does not detract from the availability of the resource to work on other projects.) to the project team, in the Book column, click Proposed.
  2. To view a graph of a selected resource's availability (availability: Indicates when and how much of a resource's time can be scheduled for assigned work. Availability is determined by project and resource calendars, resource start and finish dates, or the level at which the resource is available for work.), click Graphs.
  3. Click OK.

 Notes 

  • Adding an enterprise resource to your project allows you only to assign the resource to a task on your project. You cannot make changes to the attributes of enterprise resources, such as pay rates or availability.
  • If you want to add resources to the list of available enterprise resources, you must import the resources. Find links to more information about importing resources in the See also section.

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Add non-enterprise resources to your project

  1. On the View menu, click Resource Sheet.
  2. On the View menu, point to Table, and then click Entry.
  3. In the Resource Name field, type a work, material, or generic resource name.
  4. If you want to designate resource groups (resource group: Resources that share characteristics and are categorized by a group name. For example, you can categorize resources by job function and use a group name such as plumbers. Or, you can categorize resources by employment status.), then in the Group field for the resource name, type the name of the group.
  5. Specify the resource type.
  6. In the Max. Units field for the resource, type the number of total units (maximum units: The maximum percentage or number of units that a resource is available to be scheduled for any tasks. The maximum units value indicates the highest capacity at which the resource is available for work; the default value is 100 percent.) that this resource is available for this project. The maximum units value specifies how much of this resource is available for this project — for example, part-time or multiples.

For example, if you have a resource who is available for your project two days a week, you can enter a maximum units value of 40%. You can use maximum units to specify multiple availability (availability: Indicates when and how much of a resource's time can be scheduled for assigned work. Availability is determined by project and resource calendars, resource start and finish dates, or the level at which the resource is available for work.) of a resource designation. For example, suppose you have a resource named Engineers, a single resource that represents three individual engineers on your team. You can enter the maximum units for Engineers as 300%. You can schedule all three engineers for full-time work at one time without the Engineers resource being overallocated (overallocation: The result of assigning more tasks to a resource than the resource can accomplish in the working time available.).

You can enter maximum units as a percentage (50%, 100%, 300%), or as a decimal (0.5, 1, 3).

 Notes 

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Add generic enterprise resources to your project

  1. On the View menu, click Resource Sheet, point to Table, and then click Entry.
  2. On the Tools menu, click Build Team from Enterprise.

If there are more than 1,000 enterprise resources, you can filter the list of resources by using enterprise outline codes (outline codes: Custom tags you define for tasks or resources that allow you to show a hierarchy of the tasks in your project that is different from WBS codes or outline numbers. You can create up to 10 sets of custom outline codes in your project.). Outline codes are defined based upon the requirements of your organization.

  1. In the Build Team dialog box, click Button image to expand Customize filters.
  2. Under Customize filters, click Generic in the Field Name column, click Equals in the Test column, and then type Yes in the Values column.
  3. Click Apply filter to apply the filter (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) settings to the list of enterprise resources.
  4. To search for resources who are available to work a specific number of hours during a particular time range, select the Available to work check box. Enter the amount of time a resource needs to be available to work, and then select the date range by using the From and To boxes.
  5. In the Enterprise Resource column, select the generic resource that you want to add to your project, and then click Add. To select multiple resources, hold down CTRL while you click each resource.

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Add non-enterprise generic resources to your project

  1. On the View menu, click Resource Sheet, point to Table, and then click Entry.
  2. In the Resource Name field, type a resource name.
  3. Click Resource Information Button image, and then click the General tab.
  4. Select the Generic check box.
  5. On the Custom Fields tab, under Custom Fields, enter values for any fields that are required for this resource.

Since these custom fields are unique to each organization, see your administrator for answers to any questions about their use.

 Notes 

  • You can add any generic resource to the list of enterprise resources. You might have to specify other attributes for the resource, such as calendars and skill sets, depending upon the requirements of your organization.
  • Later, when you are ready to replace a generic resource with an enterprise resource who has the right skill set, you can use either the Build Team dialog box or the Resource Substitution Wizard.

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Applies to:
Project 2007