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Quick Tips: How to Add and Assign Resources in Microsoft® Project (MSP)

When creating programme, you may want to resource your jobs. Firstly, we need to identify all the different resources (i.e. trades or sub-contractors) working on the project and enter them into the Resource Sheet.

Creating Resources

Go to the Task tab > View commands group > select the Gantt Chart command icon, and the dropdown menu is displayed

Select the Resource Sheet from the dropdown menu

Alternatively, go to the View tab > Resources Views commands group > Select the Resource Sheet                                                                      ▼ command icon

Alternatively, go to the Resource tab > View commands group

Select the Team Planner command icon, and the dropdown menu is displayed

Select the Resource Sheet

Alternatively, you can go to the View Shortcuts on the lower section of the screen

Select the fourth command icon, which is the Resource Sheet view

 

 

The blank Resource Sheet will appear on screen

Assigning Resources using columns

One of the quickest ways to assign your Resources is using the Resource Columns in your programme. We have outlined the steps below.

Select the column on the Spreadsheet > right click > select Insert Column command icon

A new column opens up on the Spreadsheet

 

In the Column Definition dialogue box, type Res and select Resource Names from the dropdown menu

Adjust the alignment and width of the column, if required

Select the Resource Names cell of the task you want to assign a resource

Enter the name of the resource

If you have correctly spelt it, MS Project will perform an auto-complete

Press the Enter key if you have found the correct resource

If you want to select more than one resource for a task, you can use the dropdown menu to select them

Tick off the different resources

When are you finished, move your indicator from the dropdown area and click anywhere on the programme.

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About the writer

Daren Maynard BSc (UWI), MSc (Warwick), PhD (UTS) MIISE, PMP®. works as the National Training Manager at Solid Support. He is an Industrial Engineer specialising in Projects Portfolio Management. In the past 15+ years, he has taught at all levels of education. This teaching experience has been concurrent with his project management experience.