jeff Heath started the topic Controlling Operational Work in the forum Discussion 1 month, 2 weeks ago
My organization has created a yearly enterprise operational schedule for our IT workers. Each worker has an engagement registered that sets their Max hours for allocation to the schedule. We assign the resources to tasks in a fixed duration schedule. At the start of the new month, we reconcile planned hours to actual hours and we adjust the…[Read more]
jeff Heath replied to the topic Master Project Tracking Question in the forum Discussion 8 months, 4 weeks ago
I had a similar engagement for a Fed Government Client. What I did was pretty simple, I created a black project and inserted the other projects as the sub-projects, and saved it as the Master project. I then used Office Timeline to import the Master project into Powerpoint slides for Executive review.
jeff Heath replied to the topic How to make resource graph for a whole group? in the forum Discussion 8 months, 4 weeks ago
Yes, you can generate the reports using Power BI.
jeff Heath started the topic Resource Assignments on Operational Schedules in the forum Discussion 9 months, 1 week ago
I have established an operational schedule with a set of common tasks that a group resources may apply time against within the course of a year. Each resource within the group is evenly assigned to each tasks. This results in each resource accumulating about 300hrs in work that is evenly distributed across 12 months for each task. The challenge…[Read more]
jeff Heath replied to the topic Assigning resources in the forum Discussion 1 year, 1 month ago
Kris,
If you’re using project server, I would recommend your Resource Management Dept. start using resource engagements. The scenario goes this way:
1) Build your detailed schedule
2) Build your enterprise team
3) Submit Resource Engagements for the Summary level work. (assumes RM Dept or RMs approves resource engagements requests)
4) RM Dept.…[Read more]
jeff Heath replied to the topic Resource Engagements for Team Assignment Pools in the forum Discussion 1 year, 6 months ago
perfect example….If I submit a resource engagement for an electrical engineer, the engagement is proposed until the resource manager (approves or rejects)? I’m trying to understand what the resource manager/team lead may see in resource center.
Thanks
jeff Heath started the topic Resource Engagements for Team Assignment Pools in the forum Discussion 1 year, 6 months ago
Has anyone used resource engagements with Team Assignment Pools? I’m trying to understand the process as to how how the team Lead gets informed of the engagement and how the engagement is approved.
jeff Heath replied to the topic Representing a fixed cost contract with a cost resource. in the forum Discussion 1 year, 10 months ago
I would attack that situation like this:
1) In the resource sheet, establish that resource’s rate as $0
2) Also in the resource sheet, establish a cost resource name them Task 1, Task 2, Task 3
3) Assign the “work” resource to the tasks
4) At the bottom of the schedule let’s create a section called Invoices
5) Under Invoices create 3 recurring…[Read more]