Microsoft Office Tutorials and References
In Depth Information
Tracking actual and remaining values for tasks and assignments
Tracking actual and remaining values for
tasks and assignments
If you completed Chapter 8, you entered actual start, finish, and duration values for
individual tasks. For tasks that have resources assigned to them, you can enter actual and
remaining work values for the task as a whole or for specific assignments to that task.
To help you understand how Project handles the actual values you enter, consider the
following:
If a task has a single resource assigned to it, the actual work values you enter for the
task or assignment apply equally to both the task and the resource. For example, if
you record that the assignment has five hours of actual work, those values apply to
the task and to the assigned resource.
If a task has multiple resources assigned to it, the actual work values you enter for
the task are distributed among or rolled down to the assignments according to their
assignment units. This level of detail is appropriate if you aren’t concerned about the
details at the individual assignment level.
If a task has multiple resources assigned to it, the actual work values you enter for
one assignment are rolled up to the task. However, the new actual work values
do not affect the other assignments’ work values on the task. This level of detail is
appropriate if details at the individual assignment level are important to you.
The scenario: At Lucerne Publishing, several of the tasks in the new children’s book plan
have more than one resource assigned. To get a better look at how your recording of actual
work on such tasks affects assigned work, you’ll switch to the Task Usage view and then
record actuals.
In this exercise, you record task-level and assignment-level actuals and see how the
information is rolled up or down between tasks and assignments.
SET UP You need the Advanced Tracking B_Start file located in your Chapter14 practice
file folder to complete this exercise. Open the Advanced Tracking B_Start file, and save it
as Advanced Tracking B.
This version of the plan includes the updated baseline values you previously saved, as
well as the first actuals reported against the first tasks in the Acquisition phase.
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On the View tab, in the Task Views group, click Task Usage .
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