You have no items in your shopping cart.
When managing projects it is always possible that you might end up managing a small team who will need to know their tasks. Microsoft Project has a feature called group which gives the option of viewing resource data in different views and also export it to an excel sheet.
# : The Approach - Start with the resource pool
If you have multiple project then this approach will work when you have a Master Project Plan and a Resource Pool implemented. If you have a single project plan then you can do the below configurations in your resource sheet.
For the resource views to work you will need that all the projects share the same resource pool. To start with we set the appropriate group for each resource in the resource pool.
Open the resource pool and set the group as per your needs - a group is generally a team name. I have used four groups - IT, OPS, Legal and Service.
# : The Resource Usage View
Go to your master project plan and under the Views tab select "Resource Usage". You should be able to see all the resources working on all the sub-projects in the Master Project plan.
Next select the Group By option and under the options select Resource Group. You should be able to see the view as below.
This view gives an overall idea of the work allocation sorted by team and then resource. You can display the available capacity by selecting what you want to display in the right side of the view.
You can also view the data at resource level or team level - which is a very useful feature. You can add additional columns like Project, Remaining Work, etc as per your reporting needs.
You can change timeline on the right to view tasks details on a daily or monthly or yearly level. You can use the daily view if you want to generate a daily status report.
# : Export your resource allocations
You can easily move the data in the Resource Usage view to excel which you can use to customize and publish to your team. This report will be the single document which the team can use to plan their tasks.
Follow the below steps to export to excel -
# : Some disadvantageous on this approach -