Microsoft Office Tutorials and References
In Depth Information
enter resource information in the Resource column in the Entry table (dis-
played in Gantt Chart view), split the window and use the Resources and
Predecessors form in a pane, or use the Assign Resources dialog box.
Which method you use depends to some extent on your own preferences, but
generally speaking, here are some parameters for using each method:
When you use the Resource column, you’re assigning at a default 100
percent assignment. If you want to assign a different percentage, don’t
use this method.
Use the Assign Resources dialog box if you may want to replace one
resource with another (there’s a handy Replace feature in this dialog
box) or if you want to filter the list of available resources by a criterion
(for example, resources with a cost of less than a specified amount).
This is very useful for making multiple resource assignments.
Work in the Task Information dialog box if it’s helpful to have task details
(such as task type or the constraints contained on other tabs of this
dialog box) handy when you make the assignment.
Picking resources from the Resource column
You can use this method to add resources in a resource column, whether
from Gantt Chart view or Tracking Gantt view.
Even though it lists tasks in its sheet pane and can even display a Resource
column, Task Usage view cannot be used to add resource assignments.
Follow these steps to assign resources at a default percentage:
1. Display Gantt Chart view by clicking it in the View bar.
2. Choose View
3. Click in the Resource Names column for the task on which you want
to make a resource assignment.
An arrow appears at the end of the cell.
4. Click the arrow to display a list of resources.
5. Click the resource you want to assign.
The resource name appears in the Resource column, assigned at 100
You can always change the assignment units later by opening the
Task Information dialog box and changing the assignment units on
the Resources tab.