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May 7, 2013
 
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The Best Resource Workload Views in Microsoft Project 2010
By Gus Cicala

Team Planner

The Team Planner is a new view with Project 2010 and shows a Gantt Chart-like view of assignments per resource. There are two ways to get to the view. As was just mentioned, you can get to it from the Repair Options in the Task Indicator. More generally, though, it’s found in the Resource:View tab on the ribbon.

The figure below shows an example project in this view:

Artile1 Image

Each resource has next to them the tasks to which they are assigned, displayed along their scheduled time periods. For example: Bill is assigned to “A third task” from the middle of the week of October 28th until Monday the 4th, at which point he starts work on “A fourth task.” As with the Resource Sheet and Resource Usage views, the names of resources that are overallocated are shown in red. The assignment bars for the periods when the resources are overallocated are also outlined in red.

The Team Planner is designed so that assignment bars can be dragged on the screen. In this way, you can drag a bar from one resource to another—which changes the assigned resource—and/or you can move them from one time period to another—which will set a date constraint. The display of task assignments obeys the rules applied when the schedule is calculated. For instance, if we reschedule “Another task” by dragging it after “A second overlap,” “A fourth task” also gets rescheduled because it is dependent.

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