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resources kept getting mixed up! AAARGH!

Marko RoosenoMember for 20 years 3 months
Created
5
3
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Hi Planners.

I’ve worked out a project with resources on multiple rates. Please note this does not mean normal/overtime rates, but depending on their positions assigned within the projects, i.e.

Mr X - Project leader
Ms A - Project leader
Mr X - Senior Interior Designer
Mr Y - Senior Interior Designer
Ms B - Assistant Interior Designer

Here Mr X has two options of assignment: as project leader, or as senior interior designer

If I assign Mr X as senior interior designer (which has a lower rate prorata than as project leader) for some reason the next time I open the file Mr X automatically goes up to become a project leader.

Is this normal? How can I avoid this happening again?

Cheers
M

5 replies

Oldest first
  1. 0
    James Griffiths ·
    Marko, try this, from the Help File in MSP.

    Change rate tables on a resource assignment
    See also
    When you’ve entered different rates for a resource in cost rate tables, you can change the resource rate on a task assignment by applying a different cost rate table.


    --------------------------------------------------------------------------------
    1 On the View menu, click Task Usage.
    2 In the Task Name field, select a resource assignment.
    If resource assignments are hidden, click the outline symbol of the task to display them.

    Do you want to display cost rate tables on screen?


    Yes
    No
    Not sure which choice you want?
    On the Insert menu, click Column.
    In the Field Name box, click Cost Rate Table, and then click OK.
    In the Cost Rate Table field, click the table that contains the rate you want to apply.
    Click Assignment Information and then click the General tab.
    In the Cost Rate Table box, click the table that contains the rate you want to apply.
    Yes if you want to select different cost rate tables directly in the Task Usage view to make rate changes to many resource assignments regularly.

    No if you only plan to make rate changes to a few resource assignments from time to time and won’t need to have the rate tables displayed in the Task Usage view.

    Basically, you have to go into the Task Usage screen, click on the resource name associated with that particular task, then you need to populate Cost Tables, A, B, C, and inpute whatever rate you would like. There are five tables overall. The default table is "A". When double-clicking the resource name, you get the options of applying whichever table you so desire.

    HTH.

    James.
  2. 0
    Marko Rooseno ·
    Thx James,

    I’ll give it a go. Fingers crossed!

    M
  3. 0
    Marko Rooseno ·
    I think I got it, MSP got "mixed up" cuz i put the same initials on the person with the different positions. Problem fixed by putting different initials i.e. the person’s initals then the respective positions, or something of that sort.
  4. 0
    James Griffiths ·
    Marko,

    It sounds like you achieved your overall objective, but in a different way to that which I guided you. I’m sure you appreciate that by typing in "Fred Bloggs - Manager" and "Fred Bloggs - Designer", they are acting as completely separate resources. In principle this is fine, but you will have to be a little careful when doing the resource profiling, and remember that they are one & the same. If you are resource levelling, the system will seem them as separate and will run their tasks in parallel.

    Cheers.

    James.
  5. 0
    Marko Rooseno ·
    I reckon that would have the same effect.

    Lesson learned, my friend!

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