- Microsoft® Office Project 2007 Inside Out
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- A Note Regarding Supplemental Files
- Your All-in-One Resource
- Acknowledgments
- About the CD
- Conventions and Features Used in This Book
- I. Project Fundamentals
- 1. Introducing Microsoft Office Project 2007
- 2. Understanding Projects and Project Management
- II. Developing the Project Plan
- 3. Starting a New Project
- Focusing the Project Vision
- Creating a New Project Plan
- Entering Tasks
- Sequencing and Organizing Tasks
- Organizing Tasks into an Outline
- Setting Up Your Work Breakdown Structure
- Adding Supplementary Information to Tasks
- 4. Viewing Project Information
- 5. Scheduling Tasks
- 6. Setting Up Resources in the Project
- Understanding the Impact of Resources in the Project Plan
- Adding Resources to the Project
- Removing a Resource from the Project
- Identifying Tentative, Generic, or Budget Resources
- Setting When Resources Are Available for Work
- Adding Detailed Resource Information
- 7. Assigning Resources to Tasks
- 8. Planning Resource and Task Costs
- 9. Checking and Adjusting the Project Plan
- Working with the Critical Path and Critical Tasks
- Bringing in the Project Finish Date
- Reducing Project Costs
- Balancing Resource Workloads
- Changing Project Scope
- Reviewing the Impact of Changes
- Obtaining Buyoff on the Project Plan
- 3. Starting a New Project
- III. Tracking Progress
- 10. Setting a Baseline and Updating Progress
- 11. Responding to Changes in Your Project
- IV. Reporting and Analyzing Project Information
- 12. Reporting Project Information
- Establishing Your Communications Plan
- Using Views to Report Project Information
- Generating Text and Visual Reports
- Running Reports for Your Requirements
- Summarizing with Overview Reports
- Focusing on Tasks with Schedule Progress Reports
- Using the Unstarted Tasks Report
- Using the Tasks Starting Soon Report
- Using the Tasks In Progress Report
- Using the Completed Tasks Report
- Using the Should Have Started Tasks Report
- Using the Slipping Tasks Report
- Using the Baseline Report in Visio
- Using the Baseline Work Report in Excel
- Using the Task Status Report in Visio
- Using the Budget Work Report in Excel
- Analyzing Budget Status with Cost Reports
- Using the Cash Flow Report
- Using the Cash Flow Report in Excel
- Using the Cash Flow Report in Visio
- Using the Baseline Cost Report in Excel
- Using the Budget Report
- Using the Budget Cost Report in Excel
- Using the Resource Cost Summary Report in Excel
- Using the Overbudget Tasks Report
- Using the Overbudget Resources Report
- Using the Earned Value Report
- Using the Earned Value Over Time Report in Excel
- Evaluating Resource Allocation with Assignment Reports
- Using the Who Does What Report
- Using the Who Does What When Report
- Using the To-Do List
- Using the Overallocated Resources Report
- Using the Resource Availability Report in Visio
- Using the Resource Work Availability Report in Excel
- Using the Task Usage Report
- Using the Resource Usage Report
- Using the Resource Work Summary Report in Excel
- Using the Resource Remaining Work Report in Excel
- Using the Resource Status Report in Visio
- Revising a Built-In Report
- Building a Custom Report
- Saving Project Data Fields
- 13. Analyzing Progress Using Earned Value
- 12. Reporting Project Information
- V. Managing Multiple Projects
- 14. Managing Master Projects and Resource Pools
- 15. Exchanging Information Between Project Plans
- VI. Integrating Microsoft Project with Other Programs
- 16. Exchanging Information with Other Applications
- 17. Integrating Microsoft Project with Microsoft Excel
- Copying Between Microsoft Project and Excel
- Embedding Between Microsoft Project and Excel
- Linking Between Microsoft Project and Excel
- Importing and Exporting with Excel
- Producing a Visual Report of Project Data in Excel
- 18. Integrating Microsoft Project with Microsoft Outlook
- 19. Integrating Microsoft Project with Microsoft Visio
- VII. Managing Projects Across Your Enterprise
- 20. Understanding Enterprise Project Management
- 21. Administering Your Enterprise Project Management Solution
- Logging On and Off
- Managing Users and Permissions
- Administering the Enterprise Resource Pool
- Establishing the Enterprise Portfolio
- Standardizing Enterprise Project Elements
- Setting Up Team Member Work Pages
- Managing Pages, Views, and Reports
- Managing and Maintaining the Server
- 22. Managing Enterprise Projects and Resources
- Connecting to Your Project Server
- Working with Enterprise Projects
- Building Your Enterprise Project Team
- Finding Resources to Meet Your Needs
- Adding Enterprise Resources by Name
- Identifying Resource Attributes Using Custom Enterprise Fields
- Using Generic Resources as Placeholders
- Adding a Team Assignment Pool to Your Project Resource List
- Finding Enterprise Resources That Meet Specific Criteria
- Replacing an Existing Project Resource with an Enterprise Resource
- Matching an Existing Project Resource
- Matching and Replacing Generic Resources
- Proposing Tentative Resources
- Assigning Tasks to Enterprise Resources
- Finding Resources to Meet Your Needs
- Collaborating with Your Project Team
- Creating Proposals and Activity Plans
- 23. Participating on a Team Using Project Web Access
- Getting Started with Project Web Access
- Working on Your Assignments and Updates
- Submitting Text-Based Status Reports
- Logging Time Using Timesheets
- Setting Up E-Mail, Reminders, and Calendars
- Managing Resources in Project Web Access
- 24. Making Executive Decisions Using Project Web Access
- Getting Started with Project Web Access
- Viewing Project Portfolio Information
- Working with the Project Portfolio
- Working with Resource Information
- Analyzing and Reporting on Project Information
- Setting Your Alerts and Reminders
- VIII. Customizing and Managing Project Files
- 25. Customizing Your View of Project Information
- Customizing Views
- Customizing Tables
- Customizing Fields
- Working with Outline Codes
- Customizing Groups
- Customizing Filters
- Sharing Customized Elements Among Projects
- 26. Customizing the Microsoft Project Interface
- 27. Automating Your Work with Macros
- 28. Standardizing Projects Using Templates
- 29. Managing Project Files
- 25. Customizing Your View of Project Information
- A. Installing Microsoft Office Project 2007
- B. Online Resources for Microsoft Project
- C. Keyboard Shortcuts
- D. Index to Troubleshooting Topics
- E. About the Authors
- Index
- About the Author
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
When you assign a cost resource to a task, you are associating a cost item that must be incurred to complete that task. Entering costs for work resources, such as an hourly rate for a human resource or a cost per use for an equipment resource, certainly helps you track some of the biggest project costs you’re likely to encounter. Cost resources, a new feature in Microsoft Office Project 2007, help you track those other nonlabor costs that are nonetheless significant. Examples of cost resources might be travel costs or facility rentals associated with the fulfillment of a task.
Unlike work or material resources, you do not enter a cost amount in the Resource Sheet or Resource Information dialog box. You only create the resource and identify it as a cost resource.
Only after you assign a cost resource to a task do you deal with the cost. At that point, you can enter the cost for the facility rental, for example, as associated with the task to which the facility rental cost resource is assigned.
For example, you might have the Facility Rental cost resource assigned to the "Conduct focus group meetings" and "Conduct usability tests" tasks. The facility used for the "Conduct focus group meetings" task costs $200 per day. The facility used for the "Conduct usability tests" task costs $400 per day. You’re using the same cost resource but entering different cost amounts on the different task assignments.
Note
For more information on setting up a cost resource, see the section titled Adding Cost Resources to the Project in Chapter 6.
To assign a cost resource to a task, follow these steps:
In the Gantt Chart, Task Usage view, or other task sheet, click the task to which you want to assign the cost resource.
On the Standard toolbar, click Assign Resources.
In the Assign Resources dialog box, click the name of the cost resource you want to assign to the task.
Click in the Cost field for the cost resource and type the cost amount for this resource on this task.
For cost resources, the Units field is not available.
Click the Assign button.
To assign the same cost resource to a different task, click that task. Enter the cost for that cost resource on the newly selected task and then click the Assign button.
When finished assigning resources to tasks, click the Close button.
By default, the name of the cost resource as well as the cost amount for the assignment is shown next to the Gantt bar for the task (see Figure 7-12).
You can change the cost you entered on a cost resource assignment. This is helpful if the cost for the resource on the task has changed or if you didn’t have that information at all when you first made the assignment. There are several ways to change the cost on a cost resource assignment:
In the Gantt Chart or any other task sheet, select the task and then click Assign Resources on the Standard toolbar. Click in the Cost field for the cost resource and change the amount.
In any task sheet, double-click the task to open the Task Information dialog box. Click the Resources tab. In the Cost field for the cost resource, change the amount (see Figure 7-13).
In the Task Usage view, double-click the assignment, that is, the name of the cost resource under the task to which it is assigned. In the Assignment Information dialog box, on the General tab, change the amount in the Cost box.
In the Resource Usage view, double-click the assignment, that is, the name of the task under the cost resource name assigned to that task. In the Assignment Information dialog box, on the General tab, change the amount in the Cost box.
In either the Task Usage or Resource Usage view, add the Cost column to the sheet portion of the view. Right-click any column heading and then click Insert Column on the shortcut menu. In the Field Name box, type cost to move quickly to the Cost field. Click the Cost field and then click OK. The Cost field is entered next to the selected column heading. Change the amount next to the assignment (see Figure 7-14).
Note
For more information about working with project costs, see the section titled Reviewing Planned Costs in Chapter 8.
Note
Also new in Microsoft Office Project 2007 are budget resources. Budget resources are assigned only to the project summary task for the express purpose of tracking project costs and project work for the overall project budget. For more information about working with budget resources, see the section titled Setting Up and Reviewing a Project Budget in Chapter 8.
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