Depending upon the needs of your project, you can either remove or replace a resource (resources: The people, equipment, and material that are used to complete tasks in a project.) that is assigned to a task in your project. For example, changing a resource assignment (assignment: A specific resource that is assigned to a particular task.) may help you to account for overallocation (overallocation: The result of assigning more tasks to a resource than the resource can accomplish in the working time available.) or underallocation (underallocation: Assigning a resource to work fewer hours than the resource has available.), control costs, increase efficiency, or increase quality.
Remove a resource assignment- On the View menu, click Gantt Chart.
- In the Task Name field, select the task from which you want to remove a resource.
- Click Assign Resources .
- In the Resource Name field, select the that resource you want to remove.
- Click Remove.
Notes
- As you remove assigned resources from tasks, the durations (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.) for those tasks might change. The remaining work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) is redistributed to the remaining assigned resources. If you don't want the durations to change, turn off effort-driven scheduling (effort-driven scheduling: The default method of scheduling in Project; the duration of a task shortens or lengthens as resources are added or removed from a task, while the amount of effort necessary to complete a task remains unchanged.) for the task.
- If you remove the only resource from a Fixed Units or Fixed Duration task, the work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) value disappears. To keep the work value, consider replacing the resource with a placeholder resource (placeholder resource: A temporary resource name that is added to a project plan to help estimate the types and numbers of resources needed. With placeholder resource names, you can develop your project proposal and obtain approvals.). This is particularly important if you use work values to help build your schedule (schedule: The timing and sequence of tasks within a project. A schedule consists mainly of tasks, task dependencies, durations, constraints, and time-oriented project information.).
- When you remove a resource from a task, actual work values associated with the task will also be deleted.
- When you remove a resource from a task, any actual costs associated with the resource are deleted. To keep the actual costs for the task, set the remaining work for the resource to zero before removing the resource.
Remove an enterprise resourceIn Microsoft Office Project Professional 2007, you cannot delete enterprise resources (enterprise resources: Resources that are part of an organization's entire list of resources. Enterprise resources can be shared across projects.). Instead, you deactivate resources that you no longer need. This ensures that any information and project history associated with that resource is retained. Deactivating a resource is done by using Microsoft Office Project Web Access. Only a server administrator can deactivate a resource.
Replace a resource assignment- On the View menu, click Gantt Chart.
- In the Task Name field, select the task with the resource that you want to replace.
- Click Assign Resources .
- In the Resource Name column, select the resource that you want to replace.
- Click Replace.
- In the Replace Resource dialog box, click the resource that you want to replace, and then click OK. To replace the selected resource with multiple resources, hold down CTRL, and then click the resource that you want to add.
Note Project will not remove the resource if actual work (actual work: The amount of work that has been performed on a task or assignment. When you enter actual work on a task, the remaining work is calculated using this formula: Remaining Work = Work - Actual Work. Actual work is often referred to as "actuals.") has been completed on the assignment. The replacement resource is assigned the remaining work (remaining work: The amount of work, in terms of a time unit such as hours or days, that is left to be completed on a task. This is calculated as follows: Remaining Work = Work - Actual Work.) from the original assignment. You can adjust these work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) values, if necessary.
- In the R/D column, select Request or Demand.
- To specify the amount of work the new resource will perform on a task, in the Units list for the resource, enter one of the following: Note Cost information for the duration of the resource's time on the task is automatically calculated and shown in the Cost column. Double-click the Cost column to enter different cost rate information for the resource.
|