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In this video, discover how to assign and share resources while working in Microsoft Project 2013.
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Video Transcription:
Toby: Hello again and welcome back to our course on Project 2013 Advanced. In this section we're going to continue our look at Project consolidation and we're going to look at resource sharing.
Now in fact resource sharing is not something that's restricted to use for consolidated projects. You can have a number of completely unrelated projects sharing resources. So when we're looking at resource sharing, I'm going to look at it in the context initially of a consolidated project but it's important to realize that the project consolidation is not an essential part of sharing resources.
So let's suppose I've been given the job of looking after this testing subproject. So I'm going to open up the testing project and with the testing project, I know that I have resources. In fact, I've only got one at the moment, my Northern Farm Foods resource. But I'm now going to add myself as the project manager on this project so there we are. And I'm a work resource. My initials are going to be T-A. I'm not going to do anything to do with money at the moment. We're going to look at costs and so on later on. But I am now going to switch back into the Gantt Chart and I'm going to make myself responsible for some of the testing. So I select the testing task. I'm going to go to the Resource Tab, Assign Resources, and I'm offered the two resources that are part of this project. So I'm going to put myself onto that as a 50% resource. So I'm going to use half my time on doing that testing. That's closed. Don't worry about the warning there at the moment. That's not relevant to what we're doing here. And so now what I'm going to do is to just close that task again. Do I want to save the changes? Yes. So I've assigned myself to one of the tasks in that subproject.
So as the project manager on my part of the project, I've made an update to my MPP file, to my project schedule which is one of the subprojects within the overall project. And now the project manager who's responsible for the whole thing wants to take a look at how progress is on the overall master project. So opens up the master project. One thing that happens when you open a master project like this one is that if you click on the View Tab and look at the other available windows, you only get the master project open. You don't get all of the individual projects opened as well. Certainly in the situation we're in at the moment, you don't anyway.
So now the overall project manager decides to have a look at the NFF testing project. So expand that project and take a look. If I just scroll across here, you can see that Toby Arnott has been assigned 50% to that testing task which is what we did just now. So that's absolutely fine. If the overall project manager looks at his resource sheet, note on the resource sheet that he's got seven resources and those seven are associated with the master project. And then he's got two resources which are the two that are associated with the testing project, including Toby Arnott who's just been added.
Now let's suppose that he decides that he wants to get Toby to do some work on the requirements project as well. So let's go back now to the requirements project. Let's expand it out and let's say that he wants Toby to spend a little bit of time on requirements definition...
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