#How to use microsoft project 2016 software#
Thus, Dave is over-committed on the task, and the software flags this conflict. However, the engagement committed units value for Dave is only 50%. In Figure 10, Dave Bush is assigned to the task at 100%. If the project manager assigns a resource that exceeds the engagement commitment, Microsoft Project will flag the over-committed tasks similar to the way that the software flags over-allocations (see Figure 10). When the resource manager approves the engagement, the project manager will see a message the next time they open the project in Microsoft Project (see Figure 9).
#How to use microsoft project 2016 professional#
With the new changes the resource plans will be in the desktop client, and there will no longer be an interface in PWA for creating and editing resource plans.įigure 7: Resource Plan Icon in Project Online PWA Project Centerįigure 8: Resource Plan with Engagement Dialog Displayed in Project Professional There was no way to see resource plan details in the desktop client. Up until now resource plans were created and edited in PWA. Clicking the ‘Resource Plan’ buttons from Project Center (see Figure 7) will open the selected project in Project Professional with the Resource Plan view displayed (see Figure 8). Project Managers can also create engagement requests from within resource plans within Microsoft Project Professional. From this page, new engagements can be created (see Figure 6), approved, and rejected.įigure 6: New Engagement Dialog Box Project Online This is the place to record the contract of understanding between the project manager and resource manager regarding scheduling the resource. This is the core of the new resource management functionality. Notice the introduction of the ‘Committed Units’ field and the ‘Committed Start’ and ‘Committed Finish’ fields. The Resource Request page displays engagement requests for the selected resources (see Figure 5).įigure 5: Resource Request Page in Project Online On the ribbon in the Resource Center or Capacity Planning pages, there is a ‘Resource Requests’ button. The Capacity Planning page is similar to the familiar Resource Availability page, but there is a new view named ‘Capacity and Engagements Heatmap’ (see Figures 3 and 4).įigure 3: Select Heatmap View from View menu in Capacity Planning Screen in Project Onlineįigure 4: Heatmap View in Capacity Planning in Project Online
There will also be an icon labeled ‘Resource Requests’ that will lead to a list of engagement requests.įigure 2: Resource Ribbon in Capacity Planning Screen in Project Online There will be an icon named ‘Capacity Planning’ that will lead to an enhanced version of what we now call Resource Availability page. In Microsoft Project 2016, the Resource Center will receive some enhancements (see Figure 2).
In order to examine the new feature, a review of the current capacity demand model will be helpful: One of these new features is called Resource Engagements, which is a tool for project managers and resources managers to negotiate resource levels per project and record their contract of understanding within a Resource Plan. Microsoft has released the public preview of the features that will soon be released for Project Online. And that toolset will soon become more powerful. Project Online has a number of tools to help manage resource capacity and demand. Resource managers lead groups of people with similar skills sets, and those people typically work on several projects at a time. Identifying resources with the proper skills and availability to do the work is often a negotiation between a project manager and a resource manager. Other titles for a resource manager are functional manager, line manager, and team lead. Staffing a project is an important part of project planning and execution. Visit the following link for more information about participating in the preview: DISCLAIMER: This blog post introduces features that are included in Microsoft Project 2016 Preview.
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