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Automatic Resource Assignment Based on Skills RRS feed

  • Question

  • I'm working with a group that is in the process of deciding whether or not to continue using Project Professional 2013 or move to Project Server 2013.

    One of the deciding factors is whether or not we can use the Skills functionality to automatically assign resources to a task based on the Skills required for the task and the Skills/Availability of the Resources as defined.

    So far we've come across different information about whether or not Project Server can automatically assign the resources and when this process would take place (if the assignment is automatic or if there are only suggestions).

    Looking to see if there is anyone here who can shed some light on this an hopefully clarify this situation. Currently our plan is to setup a trial version to see for ourselves but any info that can be provided will help.

    Thanks in advance.

    Thursday, January 23, 2014 8:33 PM

Answers

  • Project server itself is not going to assign any resource to Task.

    Project manager will create the schedule and wil create a team as per skill then manually assign resource to tasks. While creating a proposal (schedule) in planning phase you can you generic resource lets say developer,As soon as you project manager will identify the resource, he will replace that Generic reosurce developer to resource name lets say jhon.

    Neither Project server 2013 not Project Professional 2013 is assigning resource automatically to task.

    As far as Skill functionality is concerned you can use Skill functionality in Project server. While creating reources you can assign skill to resource then while planning phase you can sort, group by or Filter your resources via Skill set from your enterprise resource list. 

     Skill functionality  works in both MS Project professional  and Project server .

    For Project Professional 

    http://ntrajkovski.wordpress.com/2013/09/03/how-to-replace-generic-resources-with-those-with-specific-skills-in-ms-project-2013/

    For project Server

    http://phase2.com/project2010/?p=115

    You can also create enterprise custom field with look up table and do it for Project server.

    Managing Resource in Project server 2010/2013

    https://www.projectprocorp.com/managingResources2010.php


    kirtesh

    • Marked as answer by EdeJonge Thursday, January 23, 2014 9:34 PM
    Thursday, January 23, 2014 8:51 PM

All replies

  • Project server itself is not going to assign any resource to Task.

    Project manager will create the schedule and wil create a team as per skill then manually assign resource to tasks. While creating a proposal (schedule) in planning phase you can you generic resource lets say developer,As soon as you project manager will identify the resource, he will replace that Generic reosurce developer to resource name lets say jhon.

    Neither Project server 2013 not Project Professional 2013 is assigning resource automatically to task.

    As far as Skill functionality is concerned you can use Skill functionality in Project server. While creating reources you can assign skill to resource then while planning phase you can sort, group by or Filter your resources via Skill set from your enterprise resource list. 

     Skill functionality  works in both MS Project professional  and Project server .

    For Project Professional 

    http://ntrajkovski.wordpress.com/2013/09/03/how-to-replace-generic-resources-with-those-with-specific-skills-in-ms-project-2013/

    For project Server

    http://phase2.com/project2010/?p=115

    You can also create enterprise custom field with look up table and do it for Project server.

    Managing Resource in Project server 2010/2013

    https://www.projectprocorp.com/managingResources2010.php


    kirtesh

    • Marked as answer by EdeJonge Thursday, January 23, 2014 9:34 PM
    Thursday, January 23, 2014 8:51 PM
  • That confirms what we've heard from one source. We're still going to go forwards with testing to see if it will meet our needs in other areas, but it looks like it's not going to do what we want for resource assignment.

    Thanks for your assistance and the reading material.

    Thursday, January 23, 2014 9:33 PM