Goal: Build the project team

All your resources (resources: The people, equipment, and material that are used to complete tasks in a project.) have been identified, approved, and procured. Now you can build your team by entering the resource information into the project plan.

 Tip   This article is part of a series of articles within the Project Map that describe a broad set of project management activities. We call these activities "goals" because they are organized around the project management life cycle: Build a plan, track and manage a project, and close a project.

Previous goal  |  Next goal

See all goals on the Project Map

Project team members at work

number 1  Add resources to your project team     If you are using Microsoft Office Project Server 2007, you can add enterprise resources (enterprise resources: Resources that are part of an organization's entire list of resources. Enterprise resources can be shared across projects.) and details such as group, resource type, skills, and maximum 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.):

Number 2  Set working times for the project and resources     If you want to set up the 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.) for all resources in the project as well as individual resources, you need to set working times. You can indicate vacations, standard and nonstandard working schedules, and differing resource units.

Click all of the following that apply:

Number 3  Change information for enterprise resources     If you are using Microsoft Office Project Web Access (Project Web Access: The Web-based user interface that is used to access information in Project Server.), you may want to make changes to the resource information. For example, you can apply a new calendar, costs, or skills to the resource. Before you can save changes to certain types of information for enterprise resources, such as cost, skills, or availability, the resource must be checked out (check out: The process of opening an enterprise project or an enterprise resource's record for editing.).

Number 4  Add resource skills      When you add a custom field for resource skills to the Resource Sheet, you can filter, sort, or group on this field to identify resources by their skills. Depending on the requirements of your organization, you may need to use skill codes (skill codes: Skill codes are a type of enterprise outline code that allows you to specify the skills that a resource has.).

Number 5  Set resource costs     After you enter rates and fees for people, equipment, and materials, you can use Microsoft Office Project 2007 to create a budget or to track project costs.

Click all of the following that apply:

Number 6  Set up lines of communication     If you are using Project Server 2007, team members and stakeholders can collaborate online with Microsoft Office Project Web Access (Project Web Access: The Web-based user interface that is used to access information in Project Server.). You may need to enter e-mail addresses or Microsoft Windows user accounts for them.

Number 7  Add supporting information about resources     Add more information about resources in the form of notes or documents or by viewing the resource reports.

Click all of the following that apply:

  • Add a note to a task, resource, or project to include a small amount of information directly in your project. Also, you can add a file from another program to a project note.
  • View and upload documents if you want to link to supporting documents by using Project Server 2007.
  • Create a visual report if you want to use Microsoft Office Visio 2007 or Microsoft Office Excel 2007 to create reports that allow you to analyze and report on resource usage at any phase of your project planning.

Previous goal  |  Next goal

See all goals on the Project Map

 
 
Applies to:
Project 2007