Projects are comprised of many moving parts, but one of the most important aspects are the resources. Many would argue that you cannot complete a project without resources, since they are the ones doing the work. Managing work hours for your resources can be crucial to a project. In this blog post, we will go over how to create a view that allows you to show resource usage.
In Microsoft Project, a resource usage view will show you each resource and the hours associated with each of their tasks. However, this view is very limited in its visual effectiveness.
In my view, among the many great features of OnePager, none beat Conditional Formatting. With Conditional Formatting, you can create rules to change the color, shape, fill, and other properties of tasks and milestones based on specific rules that you set. However, what happens when you have multiple values to which you need the same rule to apply? You could create a bunch of separate rules, but that’s a lot of work. In this article, we will go over how you can create a conditional formatting rule that tests for multiple conditions at once.
Imagine with me, if you will, that you have a schedule with individual resources assigned to different tasks. Each resource is part of a specific team in your organization, and you would like to be able to color tasks based on the team that the people belong to, not based on their individual names.
Theoretically, we here at OnePager are experts on … OnePager. But, having been in the business of helping project managers present clear and eye-catching Gantt charts for many years, we have picked up a lot of tips and tricks along the way about the project and portfolio management (PPM) software that feeds data into OnePager.
So you’ve taken many steps to get to this point: Your firm has launched a PPM tool, and your staff is trained how to use it. You’ve built a base set of standards, and are beginning to reap the benefits of having all your data in one place, reporting your initiatives, and tracking how much they truly cost. You finally have an eye on things.
But now you want to investigate whether or not you have any more deep-seated issues within your organization.
One visual that will help significantly with this is a Stacked Resource Timeline.
There are a variety of ways to update your OnePager visuals using your Excel and Project source files. This video is meant to help you understand your options, and figure out what will work best for your situation.