Adding Resources to Your Project File

Before you can play matchmaker between project tasks and resources, you have to tell Project about the resources you’re using. You can get started by filling in a few basic fields, such as the resource names and types. (The box on When to Tell Microsoft Project About the Team explains what you can do if you don’t know resource names.) As you identify detailed information, such as work schedules, availability, and costs, you can add that information to Project, as described in other sections in this chapter. In turn, Project uses that information to more accurately calculate your project schedule and price tag.

Project offers two methods for entering resource data directly. The Resource Sheet is ideal for specifying values for every resource—you can either copy and paste values, or simply drag values (even into several cells at once). Or, if you have resource information stored in a company directory or other database, importing information into Project makes short work of data entry. This section explains each approach.

Get Microsoft Project 2013: The Missing Manual now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.