Planning capacity resources in MS Project Server

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Planning capacity resources in MS Project Server

Planning capacity resources in MS Project Server 1 page

Steps to plan capacity resources in MS Project Server:

  1. Open MS Project Server.
  2. Click the "Resources" item in left menu.
  3. Select resources. You can select a lot of resources.
  4. Click the "RESOURCES" item in the top menu.
  5. Click the "Capacity Planning" item in the "Navigate" block.
  6. Select a view in the "View" block.
    1. Resource Utillization - show the work of the resources group by period. You can select the resource.
    2. Resource Utillization by Project - show the work of the resources group by period. You can select the project. 
    3. Remaining Availability - show the remaining availability of the resources group by period. You can select the resource.
    4. Work by Resource - show the work of the resources by period. You can select the resource.
  7. Select the work unit in the "Work Unit" field in the "Filter" block.
  8. Select the timescale in the "Timescale:" field in the "Filter" bock.
  9. If you want to show proposed resources click the "Include proposed bookings" box.
  10. Set the period in the "Date Range" block.
    1. Click the "Set Date Range" button in the "Date Range" block.
    2. Enter the start date in the "From" field.
    3. Enter the finish date in the "To" field.
    4. Click the "Ok" button.
  11. To export data to Excel click the "Export to Excel" button in the "Share" block.

Planning capacity resources in MS Project Server 2 page


#projectportfoliomanagement, #projectresourcemanagement, #msprojectserver, #monitoringandcontrollingprocess

Planning capacity resources in MS Project Server

2023-05-20 18:25:09

Ivan Oberemok

oberemokii@gmail.com

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