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In Project 2013, there are three types of resources: Work, Material, and Cost. Work refers to the people who are working on the project such as laborers, bricklayers, painters, and so on. Materias are the things that get consumed in the building of the house, which include bricks, window frames, concrete cement, mortar, and so on. An example of Cost is an account for various expenses such as a petty cash account for travel expenses, and so on. This lesson generally revolves around these types of resources, and Toby discusses how each type is set up properly. Find out how to use the Resource Information dialog and the Task Information dialog with the different tabs such as General, Costs, Notes, and Custom Fields.

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Welcome back to our course on Project 2013. In this section we’re going to take our first look at resources, and by resources I mean things like that people that are going to work on our projects, the materials that we’re going to use, and the equipment that’s involved in building this house. There are some other types of resource that we’ll look at a little bit later on in the course. But for the moment, for our house build project, we’re going to concentrate on the people and the materials and the equipment.

Now when you’re looking at a Gantt Chart, which is a view in Microsoft Project that most people use an awful lot of the time, you’re basically looking at the tasks involved in your project. If you want to look at the resources, there are a number of views specifically related to resources. Now if I click on the button below Gantt Chart there on the Task tab on the left, click on that, I get a list of available views, and one of the available views is Resource Sheet. And we click on Resource Sheet first and we’ll see a list of the resources that we currently have on our project. Note with the view that you’ve got a label on its side down the side just reminding you which view you’ve got. You’ve got the Resource Sheet View.

And another thing to note is that down at the bottom at the right hand end of the status bar, as I mentioned earlier on, you’ve got some buttons to switch between the most commonly used views. Now the button on the left, the first one of those, the one that’s highlighted at the moment is Gantt Chart. So to switch back to Gantt Chart, I can just click on that and the one three to the right of that is the Resource Sheet View. So if I click on that, that switches me back to Resource Sheet. They’re two of the views that you’re going to use the most while you’re working with Microsoft Project.

Now let me set up some resources and one way of setting up resources is to set them up in the Resource Sheet. Now the first thing I’m going to do is to define a resource called Brick Layer.

Now a brick layer is a person who lays bricks. And whenever there’s some brick laying to do, I’m probably going to assign a brick layer to a task. Now it’s very important to recognize here that I am not talking about a named person. This isn’t the brick layer called John Doe or Jane Doe this is a brick layer in general. And there are some situations, perhaps in longer termed planning, where I may use a resource of brick layer knowing that I need a brick layer but I don’t know specifically which one yet. And there are some situations where I may assign an individual straightaway, but more of that later. For the moment, we’ll just say brick layer.

The next thing we need to do is to click into the next field which is type and select a type. Now in many ways this choice is the most important one of all. There are basically three resource types, although there is a special case that we’ll talk about later as well.

But with those three resource types, it’s very important that you assign the correct one. Now as soon as I put the cursor into this type cell in the resource sheet, you’ll see that a number of other fields got values on the right there. Many of these are related to cost and we’re going to talk about cost later on, so I’m really going to ignore the cost ones for the moment.

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