Project Management Software | Microsoft Project

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Once you have completed the cost analysis, you can start performing a resource analysis. Resource analysis is a core feature in the Project Web Application, and is available in Project Online and supported versions of Project Server. The resource analysis process compares the project demand for resources with the available supply of resources. The available supply is defined by the PWA resource administrators in the resource pool.

Each resource in the resource pool may be assigned one or more of the following attributes:. If you are using an existing cost analysis, confirm that the Resource Planning option was in the Define Properties screen.

If using a new analysis, ensure that the Resource Planning option has been selected. This will allow the user to define specific variables that will impact the resource analysis function. The following settings may be found in the Define Properties screen of the Portfolio Analyses menu.

After configuring the resource pool, the resource demand must also be defined. PWA allows users to implement two separate methods for defining the resource demand profile:. The options Filter and Group By allow you to select the way in which the required information is presented. Select the ribbon Options to define what date range and units to display. You can check beforehand if the capacity is sufficient for a new engagement. To do this, select the view Capacity Planning see Figure 9.

Figure 9: Resource Requests in the view Timephased Data click image to enlarge. Figure Selecting the new view Capacity and Engagements Heatmap click image to enlarge. To display the outstanding requests for analysis, activate the checkbox Include proposed bookings in the view Capacity and Engagements Heatmap.

The corresponding time period is presented in green:. Figure View Capacity and Engagements Heatmap including proposed bookings click image to enlarge. This means that the view Capacity and Engagements Heatmap will not contain any information about resource assignments in project plans of the corresponding projects or others.

On the other hand, you will not find information regarding the Resource Requests of the projects in the four hitherto existing capacity planning views:.

Note: To still attain a coherent capacity overview, all project managers have to:. This also applies when an entire project is postponed. In this case, it is necessary to update every single resource request. The automatic transfer from the detailed plan would be a logical function but is unfortunately not available.

Watch out: If a project is postponed, each resource request needs to be updated. There is no automatic transfer from the current detailed plan. Furthermore, the line manager has to make sure there is a resource request for every detailed plan. There is a way of enforcing this. Activate the new option Resource requires approval for all project assignments in the Edit Resource view. Repeat this step for all resources requiring this type of capacity monitoring.

If you activate this option, the project manager receives an alert whenever a resource assignment is insufficient see Figure Figure Insufficient resource assignment in MS Project click image to enlarge.

You may want to allow for operations in order to attain complete capacity planning. For this, you can use option 1 or option All capacity-planning views include absences defined in the resource calendars. This is irrespective of the focus on resource requests or project planning.

Yet nowhere are the absences designated as such in contrast to the capacities. This complicates the rescheduling of vacation. Therefore, it is usually easier to plan absences as tasks in a team project. The team leader has accepted the Resource Request. The project manager can see this upon next opening the project plan. It is also possible to track the approval state while working on a project. Click Refresh in the ribbon Engagements to do this see Figure You can identify accepted engagements by the value Committed in the column Engagement Status in the view Resource Plan.

In addition, you can find the data approved by the line manager in the column Com. Max Units. If you double-click on an engagement, you can see all comments in the communication see Figure But one thing you will look for in vain. There is no direct juxtaposition of the work in the detailed plan and the requests or commitments.

Unfortunately, the project manager can only access this information in separate lines. There is neither a display of the difference nor a heatmap. Their purpose is to support communication in a matrix organization.

This article has taught you how project managers and team leaders can use the function for their coordination process. You have also learned that this Microsoft Project feature does not provide all that is necessary for the coordination process between project and line managers. Therefore, the first step required to set up team resources is to add them as Project Online users. You can add internal permanent employees as well as external contractors or temporary staff.

Tip: The following procedure describes how to add users to Project Online one at a time. If your organization uses Active Directory or Exchange, you might be able to automatically import most or all of your users, along with their contact information.

Talk with your Project Online administrator for details. Go to the Microsoft admin center. If Project Online or any of your Microsoft apps are open in your browser, choose the app launcher in the upper-left corner of the page, and then choose Admin.

If you want to open the admin center in a separate tab in your browser, hold down Ctrl and choose Admin. After you sign in, the Office for the web Home page opens and the app launcher is available in the upper-left corner. In the left pane, choose Users , and then choose Active Users.

Complete the fields in the New User dialog box, including name, contact information, account password information, Project Online role, and Project Online license information. Choose Save. In the User was added dialog box, make sure that the Send password in email check box is selected. Enter the email address es in the text box, and then choose Send email and close.

Identifying them as resources enables them to be added to project teams and have tasks assigned to them. Tip: If your organization uses Active Directory, you can automatically identify your users as resources through Active Directory synchronization.

For more information, see Configure the Resource Center. Without Active Directory synchronization, however, you need to set up your resources one at a time. Choose the app launcher in the upper-left corner of the page, and then choose Project. In the Identification Information section, select the Associate resource with a user account check box.

Enter any other information you have about the resource. The resource is added to the Resource Center. You might not have all the information about a resource to start with, but you can always return and add or refine information later.

Of particular importance for team resources and their project managers is information about skill sets, availability, cost, department, and job codes. The Resource Center page opens. On the Resources tab, in the Resources group, choose Edit. The Edit Resource page opens, showing details about the selected resource. Tip: Team resources are considered work resources by Project Online, as are equipment resources. Other types of resources include material resources and cost resources. Refer to Add a resource to Project Web App to learn more about the different types of resources.

After Project Online users are added to the Resource Center, they are identified as resources and project managers can now add them to their specific projects as team resources.

In the Project Center , choose the name of the project for which you want to build your team. On the Project tab, in the Navigate group, choose Build Team.

The left side of the Build Team page lists the entire Project Online resource pool. The right side is blank, but will soon list the team resources selected for the current project.

 
 

Resource analysis in the Microsoft Project Web Application – ProjectOnline | Microsoft Docs

 

If the migration from a resource plan to a resource engagement has succeeded, a message appears saying that you have resource engagements.

Click on View Engagements. Notice that the resource originally set on the resource plan, has an engagement that is committed for the planned period even if no task is assigned to the resource yet. A new tab, Engagements, is now available on Project Professional You build your team from the enterprise resource pool. We assign Ludivine to the first task. Notice the warning message on the indicators column: An engagement is required for this resource. The engagement inspector opens on the left side.

Click on the View engagement conflict in task usage. Set the engagement information, enter a comment for the resource manager who will review the request and click OK. The request is created as draft and needs to be submitted. Click on Submit my engagement for review. If you check on the resource plan, you can see the proposed status.

The note icon on the indicators column contains the comment you set on the engagement request. The request is sent from the project manager to the resource manager, who will accept or reject the request using Project Online. As a resource manager, go on Project Online Resource center. Select resources you want to see requests for and click on Resource Requests. The list of requests and their status is displayed. You can see request comments by ticking the checkbox for the proposed resource and clicking Edit Engagement.

You can update resource names the list contains only resources you have selected on the Resource Center before clicking on Resource Requests , start and finish dates and allocation information. The Capacity planning heat map is also one of the new features of Microsoft Project So you can swap the two, either by editing the engagement or rejecting this one and creating a new one.

From Project Online, resource managers can create new engagements by clicking on Add Engagement. If you decide to reject an engagement, you can add a comment for the project manager who made the request. Active Directory integration Manage user credentials and permissions. PowerShell Easy to use and control. Governance Easily create workflows in Visio and SharePoint Designer without coding to standardize project progression or rejection and improve governance and control. Collaboration and communication Increase teamwork Strengthen team collaboration and improve project success with enterprise social capabilities, instant messaging, team sites, and other easy-to-use tools.

Management across all tasks Work management Flexibility and visibility make it easier to manage and collaborate on projects as a team. Demand management Gain more visibility into projects, operational activities, and everyday work.

Time and task management Use a centralized and common approach to time reporting and task management. Schedule management Deliver the project on time with a map for execution and delivery framework to tracking progress and managing change. Program management Achieve forecasted benefits of the overall program. Advanced portfolio management Financial management Adopt financial management processes and effectively track cost performance and ensure on budget delivery with the forecasted benefits.

Data-driven decisions Issue and risk management Prevent, identify, and mitigate potential business or project-related risks and issues. Reporting and business intelligence Collect, categorize, understand, and make decisions about project data.

Microsoft Extensibility Install apps from the SharePoint Store to meet your business needs, or easily write custom apps and integrate them with line-of-business systems. Support Microsoft community support provides online answers, how-to resources, and connections with other Project customers. Try now with a partner. Identifying resources with the proper skills and availability to do the work is often a negotiation between a project manager and a resource manager.

Other titles for a resource manager are functional manager, line manager, and team lead. Resource managers lead groups of people with similar skills sets, and those people typically work on several projects at a time. Project Online has a number of tools to help manage resource capacity and demand.

And that toolset will soon become more powerful. Microsoft has released the public preview of the features that will soon be released for Project Online. One of these new features is called Resource Engagements, which is a tool for project managers and resources managers to negotiate resource levels per project and record their contract of understanding within a Resource Plan.

In order to examine the new feature, a review of the current capacity demand model will be helpful:. The Resource Request page displays engagement requests for the selected resources see Figure 5. This is the core of the new resource management functionality.

This is the place to record the contract of understanding between the project manager and resource manager regarding scheduling the resource. From this page, new engagements can be created see Figure 6 , approved, and rejected. Project Managers can also create engagement requests from within resource plans within Microsoft Project Professional. This is quite a change.

Up until now resource plans were created and edited in PWA. There was no way to see resource plan details in the desktop client. With the new changes the resource plans will be in the desktop client, and there will no longer be an interface in PWA for creating and editing resource plans.

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Microsoft project server 2016 resource management free.Microsoft Project 2016 Preview – Resource Management Engagements

 
Oct 22,  · Your project management needs and requirements vary according to the kind of work that your organization performs. As part of your configuration planning process, determine which scenario that you need to support. For example, you can use Project Server to support the following kinds of scenarios: Enterprise Project Management. Sep 15,  · Today we are excited to announce the availability of the Project Server IT Preview. We have worked very hard over the past three years to bring you the latest and greatest innovations to Project Online—our project and portfolio management solution in the cloud—and incorporate feedback from customers into Project Server Project Server IT Estimated Reading Time: 2 mins. Feb 21,  · To create Resource Engagements in a Microsoft Project schedule, you must apply the Resource Plan view. With this view applied, you will see two new ribbons: the Format ribbon and the Engagements ribbon with the Resource Plan Tools applied. Using these tools, you can create Resource Engagements for your resources.

 
 

Microsoft project server 2016 resource management free. Microsoft Project

 
 

Microsoft Project Server Subscription Edition is a flexible on-premises solution for project portfolio management and everyday project management. Project Server Subscription Edition allows everyone to get started quickly, prioritize projects and resources, and work from virtually anywhere.

Get started quickly with a familiar experience that improves participation and helps teams get more done. Align vision and effort to prioritize initiatives, select optimal project portfolios, and deliver on your business strategy. Make data-driven decisions by equipping team members and stakeholders with the information they need to stay informed and effective. Project enables your organization to quickly start projects, prioritize project portfolio investments, and deliver results with the intended business value.

Easy to use and control. You can add and remove users in minutes. Use PowerShell for creating custom scripts and automating processes. Easily create workflows in Visio and SharePoint Designer without coding to standardize project progression or rejection and improve governance and control. Strengthen team collaboration and improve project success with enterprise social capabilities, instant messaging, team sites, and other easy-to-use tools.

Gain more visibility into projects, operational activities, and everyday work. Streamline projects by applying appropriate governance and control. Deliver the project on time with a map for execution and delivery framework to tracking progress and managing change.

Achieve forecasted benefits of the overall program. Establish techniques that provide a program initiation and selection framework. Adopt financial management processes and effectively track cost performance and ensure on budget delivery with the forecasted benefits. Collect, categorize, understand, and make decisions about project data. Use business intelligence BI to provide visibility and decision support to proactively manage projects, programs, and portfolios.

Install apps from the SharePoint Store to meet your business needs, or easily write custom apps and integrate them with line-of-business systems. Microsoft community support provides online answers, how-to resources, and connections with other Project customers. Around-the-clock phone support for advanced IT issues is coming soon. Microsoft Project and Portfolio management solution is backed by hundreds of Microsoft Partners worldwide. When you need help, reach out to a Project Portfolio Management partner.

Project Plan 5 is our new online project portfolio management service delivered through Microsoft Project Server Subscription Edition is our on-premises project portfolio management product. Learn more about system requirements here. Project Server runs as a service app under SharePoint Server. It is included as part of the SharePoint Server Subscription Edition installation, though it is licensed separately. More information about upgrade and migration planning are available on TechNet.

You can connect with us on the Project forums. Microsoft Project Server Subscription Edition A flexible, scalable solution for project portfolio management and everyday project management. Find a partner.

A highly scalable and flexible on-premises solution. Flexible on-premises solution Use a smarter solution Get started quickly with a familiar experience that improves participation and helps teams get more done. Take action Align vision and effort to prioritize initiatives, select optimal project portfolios, and deliver on your business strategy.

Flexible project portfolio management Take action and stay up to date in more places and on more devices than ever before. Communicate instantly Share information in new ways and improve overall teamwork. Increase agility and control Make data-driven decisions by equipping team members and stakeholders with the information they need to stay informed and effective.

Quickly innovate A flexible project portfolio management platform helps you innovate without slowing you down. Easy administration and management Getting started Project enables your organization to quickly start projects, prioritize project portfolio investments, and deliver results with the intended business value.

Active Directory integration Manage user credentials and permissions. PowerShell Easy to use and control. Governance Easily create workflows in Visio and SharePoint Designer without coding to standardize project progression or rejection and improve governance and control. Collaboration and communication Increase teamwork Strengthen team collaboration and improve project success with enterprise social capabilities, instant messaging, team sites, and other easy-to-use tools.

Management across all tasks Work management Flexibility and visibility make it easier to manage and collaborate on projects as a team. Demand management Gain more visibility into projects, operational activities, and everyday work. Time and task management Use a centralized and common approach to time reporting and task management.

Schedule management Deliver the project on time with a map for execution and delivery framework to tracking progress and managing change. Program management Achieve forecasted benefits of the overall program. Advanced portfolio management Financial management Adopt financial management processes and effectively track cost performance and ensure on budget delivery with the forecasted benefits.

Data-driven decisions Issue and risk management Prevent, identify, and mitigate potential business or project-related risks and issues. Reporting and business intelligence Collect, categorize, understand, and make decisions about project data.

Microsoft Extensibility Install apps from the SharePoint Store to meet your business needs, or easily write custom apps and integrate them with line-of-business systems.

Support Microsoft community support provides online answers, how-to resources, and connections with other Project customers. Try now with a partner. Expand all Collapse all. How can I ask a question or send feedback about Project? Follow Project on Twitter Learn more. Follow Project on Facebook Learn more. Project blog Read the blog.