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This is part 2 in a 4 part series on Managing Resource Allocation in Project Server. If you missed part 1, check it out here before you read this post. Here are a few tips on preventing over allocations: Assign Generic Resources first. If you do this, you can easily determine exactly how many hours […]

We recently received a question from a user regarding Work and Duration estimates. She wanted to know how to estimate both and let MS Project calculate the percentage of a person’s time that would be allocated to the task. In a nutshell, here’s how to accomplish this: If you are entering estimates BEFORE you assign […]

This is part 1 of a 4 part series on managing resources with Project Server. Does anyone ever have enough resources to do the work in the time allocated? If you happen to be someone who does, please leave me a comment and explain. I’ve yet to come across a client who didn’t struggle with […]

For those of you who have ever pulled your hair out over attempting to manage resource allocations in Project Server, you have landed in the right spot. Well, almost. I’m going to write a 4 part series all about managing resource allocation. Here’s what you have to look forward to: Viewing Resource Allocations Preventing Over […]

Question:  Hi, I have a question regarding Resource Center. When I click Resources link in Project Server 2013 the expectation is to get a list of available resources but somehow something has changed instead of having list of resources displayed the following msg is displayed: "To add resources click here to synchronize with an existing […]

Question:  Good afternoon I need to make a query on the database projectserver 2007. This query should return if a user has access to a project Thanks in advance   Answer:  We recommend leveraging the EPM Report Pack update for Project Server 2007.  More specifically, there is a sample report in there Security Permission on […]

Although it is possible to assign resources to summary tasks in Microsoft Project, it’s a bad idea. Assign resources to detail tasks only, otherwise you are duplicating the work that is calculated. In Project 2013, there’s even a built-in filter to help you make sure your schedules do include resources assigned to summary tasks. To […]

The Task Path button can be found on the Format Ribbon and when you click it, you have four options: Predecessors, Driving Predecessors, Successors and Driven Successors. The first two are explained below and from that you will understand the last two. Predecessors When you highlight a task and then select Predecessors, all tasks that […]

Find information on the new Project 2013 certification exams here: Managing Programs and Projects with Project Server 2013 and Managing Projects with Microsoft Project 2013. Want to brush up on your skills before attempting the test? See our list of courses here! Happy Testing!

If you need to create a custom template in MS Project Professional 2013, good luck finding it once it has been created. Sure, you can navigate to folder you saved it to, but try finding it when you go to File, New. I mean, that’s where the templates are supposed to be, right? I’ll show […]

Question: How do I change the date format in the start / finish columns: EX: from 03/21/2013 to 03/21/2013 05:00PM ?   Answer: Hi Donnie, To do this, Go to File ->> Options and then select the General tab. It is the section in the middle called Date Format.   Cindy.

I’m not a person who enjoys change so moving from Project Server 2010 to Project Server 2013 was somewhat of an ordeal. Okay, maybe I’m exaggerating a bit, but you know what I mean. One source of frustration for me was finding a way to link an issue or a risk to a task within […]

  During Requirements Gathering and Configuring a Project Server ‘10 environment there is often confusion between the PMBOK process groups of Initiating, Planning, Executing, Monitor and Controlling, and Closing and the Phases in a Project Server implementation.    Using project phases such as the Project Server’10 default Create, Select, Plan, Manage, and Finish describes at […]

Question: Hi I hope you are having a great day. Thank you for all the Web and learn that you developed and executed for MPUG. I have a question that I hope you will be able to address: Do you know how to track the usage of Project Web App 2010 license? I look forward […]

Question If you take a series of projects created as a Master Project and Sub projects, can you copy them to a new name and still retain the Master-Sub relationships/links?   Answer Thank you for your question.  Unfortunately I am the bearer of not so good news, because you will need to re-establish the links […]

Question I have created a Budgeted resources by accident. Now I can't remove the Budget from the Type - it is greyed out in the Resource Centre when I go to edit and I cannot change it in MS Project Professional when I take the resource in there. Not even sure how I created this […]

In Step 6, we looked at defining and assigning resources to the tasks in our schedules. Once you’ve done that, it’s time to take a closer look at what activities are actually driving the schedule. For most of us, the minute we start the project we’re already behind schedule, right? There never seems to be […]

For Step 6, I’m not going to write a new post because I’ve already written one that covers this topic well. Instead, I’ll just give the link. Happy Scheduling