Microsoft Project User Group September Chapter Meeting Resource Pooling Presented by James Nuthall Brentford Technologies, Inc

© 2002 by Brentford Technologies, Inc. ALL RIGHTS RESERVED. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the copyright holder All Brentford Technologies, Inc. copyrighted products are distributed exclusively by Brentford Technologies, Inc. Danville, California USA TEL: (925)

Resource Pooling

RESOURCE POOLING What is Resource Pool? Why consider Resource Pool? Initial Resource Pool Set-up Sharer Project Schedule Set-up Updating the Resource Pool Reviewing the Resource Pool

What is it? Ability to see combined resource work load across projects Ability to manage resource information in a single repository

Resource on Multiple Projects Project A Time Project D Work Project B Project C Project E Project F Work Week Hours Is Resource Over / Under Utilized ? If so, where / when? By how much?

Schematic of Projects across country / continents How long do you need them? When will you need them? How much work will they be doing?

Why Consider it? Reduced work effort - Centralized Resource information & maintenance –Rates –Holidays –Vacations –Training classes –Un-Available time

Initial Set-up – Gantt View

Initial Set-up – Resources

Add a Schedule to Res. Pool

Add more Schedule(s)

Resource Pool – Gantt

Resource Pool - Resources Auto filter Icon

Resource Pool–Resource Usage Resource Usage view icon

Opening the Resource Pool

Opening Resource Pool (1)

Opening Resource Pool (2)

Opening Resource Pool (3)

Updating Sharer’s project

Saving Sharer’s Changes

Review Pool Information

Resource Pool–Code & Group

Some other Tips when using Resource Pooling Save Workspace… Arrange All Crtl+ F6 keys Auto Filter – Custom filters

Do and Don'ts Set–up a weekly process for when PM’s will have their.mpp’s up to date and ready for you to review Communicate with your PM’s on any updates that effect their schedules

Last Word!! This is not a replacement for: –Project 2000 Central –Project 2002 Server However for 20+ project schedules and over 250 team members it worked for me!

RECAP What is Resource Pool? Why consider Resource Pool? Initial Resource Pool Set-up Sharer Project Schedule Set-up Updating the Resource Pool Reviewing the Resource Pool