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In this video, discover how to assign various tasks to resources as you use Microsoft Project 2013.

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Video Transcription:

Toby: Welcome back to our course on Project 2013. In the previous section we looked at setting up the resources that we're going to use in our building project. And I left you with an exercise where I asked you to add a carpenter as a work resource and door and window as material resources. And I'm looking now at the resource sheet in example_04. Now I appreciate that term carpenter normally implies a much more skilled resource than somebody who fits windows and doors. And in the U.K., Australia, New Zealand and various other English speaking countries, the term joiner would be used. But I believe that term is no longer in use in the U.S.A. Similarly, there's a fairly common abbreviation for a carpenter or joiner working on a building site of Chipee but you wouldn't use that expression in the U.S.A.

So we'll start with this list of resources and we're now going to assign these resources to various tasks in our building project. So I'm going to switch back to the Gantt Chart using the button on the status bar, left hand button takes me back to the Gantt Chart. Now I'm going to right click on the task Build walls, and when I right click, one of the items that I can see on the contextual menu is Assign resources. It's just below the midway point. Click on Assign resources and I see the Assign Resources dialog which is a dialog that you'll use a lot when you're working with Project 2013.

Now quite a lot of this Assign Resources dialog we're going to look at later on. For instance, if I click on the plus sign here where it says Resource list options there are facilities there, for example, to filter. If I have a long list of resources and I want to find a suitable resource by filtering I can use the filter facilities. I can also look at finding out which resources are actually available for a task rather than being used elsewhere. But I'm not going to go into any of that at the moment. We're going to do some of those things later on in the course. For the moment, all I want to do is to allocate the brick layer to the task of building walls. Now the very simplest way of doing that is having selected the brick layer is to just click on the Assign button, and what happens if I just click on Assign is that the brick layer is assigned 100%. That means one brick layer. And depending on the cost figures, the cost of using the brick layer on that task is indicated here. Now at the moment I haven't put any cost in. We're going to come back to cost later on. But if I had put a rate per hour and possibly even an additional cost per use, then the total cost of using the brick layer on building those walls would be shown here.

I could go through now and assign more resources to more tasks. The first thing I'm going to do though is to actually close this Assign Resources dialog and look at the impact of what I've just done on the Gantt Chart.

Now you may not quite see the same as me here but if you're still using a default installation of Project 2013, you should see something pretty similar. And one of the things that's apparent is that you can now see the word Brick Layer next to the task in the Gantt Chart. Now exactly what you see in a Gantt Chart is something we're going to look at in some detail later on. You can customize and format a Gantt Chart but basically by default you would normally see the names of the resources that are used in a particular task listed next to the Gantt Chart bar. Now we'll be able to change that later on, but for the moment it's actually quite useful because we can see that we've got a brick layer resource allocated to the task of building walls.

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