MS Project: Assigning Tasks to Resources

Name: MS Project: Assigning Tasks to Resources
Author: Elissa Smith

How to efficiently manage the resources of your project by assigning tasks to each one.

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Course: On-Demand

Hello. Welcome to our lesson where we're going to look at how you can assign resources to your tasks. Now, at this point in our project, we are ready to start utilizing the resources that we've put into our resource sheet. From the Gantt chart, I'm going to go to the most detailed level of my project. For me, this means I want to assign my resources on the sub tasks within my project. There are different choices to make here, but I like to do resources at the again, most finite level of my project and that would be the lowest level resource. Other project managers have a different opinion on that. Let me show you how you can actually assign resources to tasks. Now, the first step is to access what's called the resource assignment button. To do this, we're going to come up to the resource ribbon and select the assign resources button. Second button in from the left hand side you'll see that this opens up a list of the same resources that we have entered into the resource sheet previously. What I'm going to do to assign one of these resources to a task is first of all to come over in the Gantt chart, select the task and then come over on the right hand side into the assign resources box, select the specific resource and then click on the assign button. If I'd like to assign more than one resource, all I have to do is select the specific resource from the resource box. It will stay open and I can click on assign again. To move to another task. I'm going to come down and click again and then come in and click on the assign resources button again. This allows me to work my way down keeping the assigned resources box open, but all I have to do is actually go down the list of each task, click on it, and then select the specific resource and it will get assigned. To close the assigned resources box, I'm going to come into the top right hand corner and click on it. Now, a couple of visual things that will happen after you do this. You'll see that over in the Gantt chart directly next to the Gantt bars, you will actually see the names of the different resources actually going to be showing up next to their assigned taskbar. Additionally, you'll see that if we pull over the divider bar between the Gantt table or the task table in the Gantt chart, it also has a resource names column where each of the resources will be listed. Now, an additional place where you can go to assign resources is to actually go to the task information box. So if you double click on any task, the task information box opens up and we'll see. Here. There is specifically a resources tab within this box. Now, I can come here and if I know the name of the resource I want to apply, I can actually select it. Notice here it allows me to actually pick even from a dropdown list. And then from inside this box, I can also list the specific resources that will of course get this particular task done. Once I click on the apply button, they'll then be assigned to the task. Thanks so much for joining us. Stay tuned for the next lesson where we're going to show you an even faster way to assign resources to tasks.

Intermediate Provider : Elissa Smith 6 Lessons · 14m in Arabic, English

Course Description

MS Project allows project managers to assign tasks to each resource associated with a project, helping ensure proper allocation and efficiency in the project management process. In this course, you’ll learn how to use the task table and assign and edit resources. You’ll discover what to do if resources become overallocated to assignments and how to fix this through resource leveling.

What You'll Learn

Assign resources to tasks in MS Project and edit existing resources
Assign resources directly within the task table
Un-assign tasks and assign unassigned tasks as needed
Identify when resources become overallocated to assignments
Fix overallocated resources through resource leveling

Key Takeaways

MS Project allows project managers to assign tasks to each resource associated with a project, helping ensure proper allocation and efficiency in the project management process.
Resources can be assigned and edited using the task table.
When resources become overallocated to assignments, the overallocation can be corrected.
Resource leveling is the method used to fix overallocated resources.

Frequently Asked Questions

What will I learn in this course?

You'll learn how to use the task table, assign and edit resources, un-assign and assign tasks as needed, identify when resources become overallocated to assignments, and fix overallocation through resource leveling.

Who is this course for?

It is designed for project managers who use MS Project to assign tasks to each resource associated with a project to ensure proper allocation and efficiency.

What does this course cover about overallocated resources?

It covers what to do if resources become overallocated with tasks and how to fix overallocated resources through resource leveling.

What topics are included in the lessons?

The lessons cover assigning resources, assigning resources in the task table, editing existing resources, assigning unassigned tasks, fixing overallocated resources, and resource leveling.

What skills does this course help develop?

It supports skills in Microsoft Project, Project Management, Project Manager Mission Command, Project Portfolio Management, Resource Management, and Task Management.