Fifth Session

Set up resources
:We will cover these skills
• Set up work resources
• Enter the maximum capacity for
work resources
• Enter work resource pay rates
• Adjust working time in a resource
calendar
• Set up cost resources
• Document resources by using notes
 Set
Set up
up resources
resources

 Resources include the people, equipment, and material needed

to complete the work of a project.
 You can manage three types of resources in Project—work
resources and two special purpose resources: cost and
material.
I. Work resources include the people and equipment needed to
complete the tasks in a project’s plan.
II.Cost resources represent categories of financial costs,
derived from specific tasks, that you need to account for in the
plan. Examples include categories of expenses like travel and
entertainment.
III.Material resources are consumables that get used up as the
project proceeds. For example, a construction project might
need to track steel or concrete as it is used throughout the
project.
Set
Set up
up resources
resources
 5.1.
5.1. Set
Set up
up work
work resources
resources

 Project focuses on two aspects of work resources: their

availability and their costs.
• Availability pertains to when specific resources can work on
tasks and how much work those resources can perform.
• Costs refer to the financial costs incurred by resources
performing work on the project.
 In Project, work resource names can refer to specific people or
to specific job titles.
 To enter work resource names

1. On the View tab, in

3. Enter your
the Resource Views
resource names,
group, click Resource
pressing the
Sheet to display the
2. Click an empty cell Enter key after
Resource Sheet view.
in the Resource Name each one
column
5.2.
5.2. Enter
Enter the
the maximum
maximum capacity
capacity for
for work
work resources
resources
To adjust a resource’s working capacity

1. On the View tab, in 3. Enter the new

the Resource Views 2. In the Resource value for the
group, click Resource Sheet view click the resource
Sheet to display the Max. Units field for
Resource Sheet view. the resource you want
to
adjust
 5.3.
5.3. Enter
Enter work
work resource
resource pay
pay rates
rates
To enter a standard rate for a resource

3. Enter a
1. On the View tab, in 2. In the Resource standard rate by
the Resource Views Sheet view, click the using the format
group, click Resource Std. Rate field for the of rate/period,
Sheet to display the resource for which such as 30/h
Resource Sheet view. you
want to set a standard
pay rate
 5.4.
5.4.Adjust
Adjust working
working time
time in
in aa resource
resource calendar
calendar
To specify a calendar exception for a work resource

1. On the Project tab,

in the Properties
group, click Change
Working Time 2. In the For
calendar box, click
the name of the
resource whose
calendar you want to
change
3. In the Name field on 4. In the Start and
the Exceptions tab in the Finish fields, enter or
lower portion of the dialog select the dates you want
box,
enter a description of the
exception
 To modify a resource’s default working week days and times

1. Display the Change Working Time dialog box

2. In the For
calendar box, click
the name of the
resource whose
calendar you want to
change

3. Click the
Work Weeks
tab

4. Click [Default] directly

under the Name column
heading, and then click
5. Under Selected Day(s), Details
select the day or the days you
want to adjust
 5.5.
5.5. Set
Set up
up cost
cost resources
resources
To add a cost resource

4. With <New Resource >

selected, enter the cost
resource name, and then
press Enter

1. On the View tab, in 2. In the Resource 3. On the

the Resource Views Sheet view, click in Resource tab, in
group, click Resource the Resource Name the Insert group,
Sheet to display the column where you click Add
Resource Sheet view. want to Resources, and
add the cost resource then click
Cost Resource
 5.6.
5.6. Document
Document resources
resources by
by using
using notes
notes
To enter a note for a resource in the Resource Information dialog box

3. On the
Resource tab, in
the Properties
group, click
Notes

1. On the View tab, in

the Resource Views
group, click Resource 2. Select a
Sheet to display the resource name
Resource Sheet view.
4. In the Notes box, enter a
note for the resource