Goal: Estimate resource needs

By now you have identified the project scope (scope: The combination of all project goals and tasks, and the work required to accomplish them.), including setting up the task list and estimating the task durations. You can use this information to make preliminary estimates, identify requirements, and start your staffing and procurement processes to acquire the resources (resources: The people, equipment, and material that are used to complete tasks in a project.) that you need.

 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.

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Calculator keys and figures of human resources

number 1  Identify and estimate resource requirements     After you establish the scope (scope: The combination of all project goals and tasks, and the work required to accomplish them.) and objectives (objective: The quantifiable criteria that must be met for the project to be considered successful. Objectives must include, at least, cost, schedule, and quality measures. Unquantified objectives increase the risk that the project won't meet them.) and set up the task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) list in your project plan, you are ready to plan resources.

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The following process can help you identify the types and quantities of resources that you need to implement the project:

In other instances, such as with design tasks, adding resources does not guarantee that the duration will decrease.

You can learn more about Office Project Portfolio Server 2007 by reading the product overview.

Number 2  Change a duration     Use the information that you collect about this project and similar projects to refine the task duration (duration: The total span of active working time that is required to complete a task. This is generally the amount of working time from the start to finish of a task, as defined by the project and resource calendar.) estimates. The accuracy of your duration estimates directly affects the accuracy of the resource requirements estimate.

Number 3  Develop proposed resources      At this point, you are ready to list the resource types and quantities. For human resources, you know the job titles, skill sets, and experience level. You know the type, brand, cost, and capacity of the equipment resources that are needed. You know the amounts of consumable materials (material resource: The supplies or other consumable items that are used to complete tasks in a project.) that are required. You can enter and compile this resource information in Microsoft Office Project 2007 and submit it as part of your resource proposal.

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Number 4  Obtain approval for your estimated resources     Submit your resource proposal to stakeholders (stakeholders: Individuals and organizations that are actively involved in the project or whose interests may be affected by the project.) to obtain approval for the resource estimates.

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After you identify the types and quantities of people, equipment, material resources (material resource: The supplies or other consumable items that are used to complete tasks in a project.), and cost resources (cost resources: Resources that don't depend on the amount of work on a task or the duration of a task, such as airfare or lodging.) that you need to implement your project, you might need to obtain approval for staffing and procurement from stakeholders (stakeholders: Individuals and organizations that are actively involved in the project or whose interests may be affected by the project.) within your organization or from outside customers. If you are bidding for this project, the following process can help you set the requirements, assumptions (project assumptions: Factors that, for planning purposes, are considered to be true, real, or certain. Assumptions generally involve a degree of risk.), and budget for your proposal:

You can learn more about Office Project Portfolio Server 2007 by reading the product overview.

Number 5  Update the resource estimates based on approval     After you obtain approval for using resources and receive new information about them, you can update your resource estimates.

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Number 6  Add supporting information about a resource or project     Add more information in the form of notes, documents, and links to Web pages.

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  • 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 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 you to analyze and report on resource usage, at any phase of your project planning.

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Applies to:
Project 2007