When is it important to use a Resource Type/Role assignment to tasks?

There are three main purposes for assigning a resource type to a task.

1. Allow the assignment of a single resource to multiple tasks.

2. Filter task reports by the type of work, discipline or skill set.

3. Automatically filter resources for "Suggest a Resource" Options.

When planning a project, you may not always know which specific resources will be available for the project. In some instances, the project may be awaiting approval and have an undetermined schedule. Assigning a resource type to each task will help you more quickly assign the resources once you do know which resources will be available.

For example, you have a project that includes 30 tasks. Twelve of these tasks will be assigned to a carpenter, 8 tasks will be assigned to a mason and 10 tasks will be assigned to an electrician. You assign these three resource types (carpenter, mason and electrician) accordingly to each task, leaving the "assigned to" field blank. Later, when you select the actual carpenter, mason and electrician that will be assigned to the project, it is simply a matter of associating these resources to the appropriate resource type. In this example, all 30 tasks are assigned resources through three data entries as opposed to 30.

Reporting by resource type/role provides data across multiple projects by resource type/role. Using the example from the previous paragraph, let's say that we have a second project that involves an electrician. In the case of this second project, we have assigned a different electrician as a resource. We could run a report looking at all electrician resource types/roles during a specific time period to determine our total resource utilization for all electrician tasks on all projects for that time period.

Online 10/18/2016