Resource manager role guide for Project Web Access

Resource managers are responsible for managing resources and the skills and capabilities that are associated with those resources. Resource managers work closely with project managers to make sure that projects are staffed with the right set of resources and that resources have the skills required for the successful completion of tasks. In addition, a resource manager might work closely with the human resources department to make sure that new hires meet the resource demands for the projects that they support.

This article describes the activities that are available to you as a resource manager on a project when you use Microsoft Office Project Web Access. It presents a broad overview of Project Web Access from the perspective of a resource manager.

Depending on the permissions that an administrator has granted you as a resource manager, you can work with Project Web Access features by using Project Web Access, Microsoft Office Project Professional 2007, or both.

What can you do with resource manager permissions?

Work from the Project Web Access home page

Work with tasks and timesheets

Work with resources

Work in the Project Center

Analyze data and create reports

Collaborate with others in your organization

Work with Project Professional

Get deployment advice, blogs, and other information online

Work from the Project Web Access home page

The Project Web Access home page is the primary entry point for users who work with data saved to the Microsoft Office Project Server 2007 database. When you log on to Project Web Access, pending items that might require action (such as task updates that must be approved) and items that have changed since the last time that you logged on are displayed. From the home page, you can access Project Web Access features, including Tasks, Project Center, Resource Center, Updates, Status Reports, Documents, Issues, and Risks pages.

Note    The content that appears on the Project Web Access home page is determined by the features that are available on the server, the role of the user, the permissions that are assigned to the user, the security categories to which the user belongs (including the projects and views assigned to that security category), and any customizations that were configured for the home page.

Project Web Access home page activities

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Work with tasks and timesheets

Manage tasks

Manage task updates

Manage timesheets

Integrate with Outlook

Before team members can record timesheet hours or their task status, the administrator must set up timesheets, task status, or both. Timesheets record the actual hours worked on tasks, projects, and other items, and are important if you track utilization, billable time, and other time-based metrics. Team members can enter the task status by using their My Tasks pages, which enables the administrator to accurately track the status or progress toward the completion of tasks in projects.

If your organization tracks progress for your projects created in Office Project Professional 2007, you will want to track the task status.

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Manage tasks

Team members can use the My Tasks page in Project Web Access to view, edit, delegate, and update tasks and working times that are assigned to them or to a team of resources by a project manager who is using Project Professional 2007. To access the My Tasks page, click My Tasks on the Quick Launch.

Task management activities

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Manage task updates

On the Task Updates page in Project Web Access, you can review changes to tasks and working times that team members submit from their My Tasks pages. You can also use the Task Updates page to update projects with the latest information.

You can update projects with information from the Task Updates page in two ways:

  • Manually     You can accept each task change by clicking Accept on the Task Updates page. If you reply to a task change request before accepting it, the change request is removed from the list on the Task Updates page until the team member replies. You can update and reply to new task and task delegation requests at the same time.

  • Automatically (by using rules)     You can create and run rules to automatically update projects with changes that do not have to be reviewed before approval. You can create rules that run for specific projects, for all projects, for specific resources, or for groups of resources at a specific location in the Resource Breakdown Structure (RBS) of your organization.

Task update management activities

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Manage timesheets

Timesheets record the actual hours worked on tasks, projects, and other items, and are important if you track utilization, billable time, and other time-based metrics.

You should create a timesheet if:

  • Your organization wants to track billable and nonbillable hours.

  • You must integrate with an accounting system for payroll or billing purposes.

  • Management wants to see the details about the number of hours that resources are spending and how those hours are being spent (overtime billable versus standard billable versus nonbillable).

Timesheet management activities

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Integrate with Outlook

Project Web Access integrates with Microsoft Outlook to enable team members to update their tasks by using Office Outlook 2007, 2003, or XP. In order to use any Outlook integration features, team members must:

  • Have a valid user account for Project Web Access to access the page from which the Outlook integration features are configured.

  • Use Office Outlook 2007, 2003, or XP.

  • Download and install the Microsoft Office Project Add-in for Outlook.

Outlook activities

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Work with resources

Manage resource information

Staff Projects

Skill scheduling

Work with vacation and other nonworking time (administrative time)

Project managers and resource managers use the Resource Center in Project Web Access to view, modify, and analyze information for one or more resources who are assigned to tasks in projects that are published to the Project Server database. The Resource Center displays a list of the resources in the enterprise resource pool; permission to view items in the Resource Center is granted by the Project Server administrator.

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Manage resource information

In the Resource Center, you can edit information about resources, such as their e-mail addresses, account information, and groups to which they belong. You can also view their assignment and availability information.

Note   Some resource attributes, such as their calendar settings, can only be changed by using Project Professional 2007.

Resource information management activities

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Staff projects

Project managers and, to a lesser extent, resource managers, can build teams for projects based on many different parameters, including resource skills and resource availability. You can use the Build Team feature in Project Web Access to build a project team.

Consider the following when you are using the Build Team feature:

  • Managers might not be able to see all resources, or they might not be able to assign all of them to projects.

  • In order to find resources that have the necessary skill sets, your organization must apply Resource Breakdown Structure (RBS) and other enterprise resource outline codes that are used to define various skills and resource relationships within the organization.

  • You can assign tasks to a team of resources; individual team members can then select those tasks that they want assigned to themselves.

  • Managers can use both proposed and committed booking types for resources. By assigning resources to projects without committing them, managers can track potential resource assignments for proposed new projects. Service organizations, for example, often use proposed booking so that they can compare various assignment scenarios and manage both proposed and approved assignments. Resource managers in organizations that use a centralized resource pool and project managers who do their own staffing use proposed booking to track and manage staffing requests.

Note   Some resource attributes and settings, such as calendar settings and substituted resources, can only be changed by using Project Professional 2007.

Project staffing activities

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Skill scheduling

To find the best resource for the job, use the skill scheduling features that are available in Project Web Access and Project Professional 2007 as part of your organization's Enterprise Project Management (EPM) Solution. Use the Resource Substitution Wizard within Project Professional 2007 to replace generic resources with actual resources. Use the Build Team feature in Project Web Access to build find resources with the correct skills for the job.

Note   Some resource attributes, such as calendar settings and the resource substitution wizard, can only be changed by using Project Professional 2007.

Skill scheduling activities

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Work with vacation and other nonworking time (administrative time)

Project Web Access enables you to track nonworking time (administrative time), such as vacations, team meetings, training, internal projects, and other nonproject time. Team members enter administrative time on their My Timesheets pages.

Your organization should track administrative time if:

  • You are integrating with an accounting system that requires data on exceptions.

  • Your management team wants to see reports on exceptions.

  • Project managers or resource managers want team members to enter out-of-office time so that the time appears as unavailable for project assignments.

Administrative time management activities

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Work in the Project Center

The Project Center provides a convenient way for project managers, resource managers, team members, and other project stakeholders to view detailed information about individual projects and project proposals, and to view summary information about projects across the organization. Any user who has permission to access the Project Center in Project Web Access or Project Professional 2007 can use the Project Center to work with any project to which they are assigned. Only projects that are published to the Project Server 2007 database are available in the Project Center.

Project Center activities

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Analyze data and create reports

Manage status reports

Work with OLAP reports

Project Web Access provides many reporting options to help your team collaborate in the most efficient ways. Resources can create status reports to report how their tasks are progressing. In addition, a project manager can create detailed online analytical processing (OLAP) reports.

Note   Keep in mind that some tasks can only be performed if a user belongs to the Project Web Access administrators group. If you don't see the Server Settings link in the Quick Launch of Project Web Access, then you don't belong to the administrators group, and cannot perform actions such as customizing views, setting up reports, setting up timesheets, or deleting projects.

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Manage status reports

Status reports describe the progress on assigned tasks. Managers can automate the process of requesting and receiving status information; they can send team members status report requests, and team members can then respond to them by providing the information requested. Team members can also initiate the submission of status reports. Managers can configure status reports so that they receive individual submissions and a merged report that consolidates responses.

Status report management activities

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Work with OLAP reports

Managers at various levels can use a variety of reports to analyze project and resource performance in a project or across multiple projects. You can use PivotTable and PivotChart views if you want to work interactively with the reports and change some of the fields that structure them. All these reports help you understand the health of your organization in terms of project and resource performance.

Note   Some reports, such as visual reports, can only be created and viewed using Project Professional 2007.

OLAP report management activities

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Collaborate with others in your organization

Project Web Access has many features to help your organization's resources collaborate on project tasks, issues, risks, and other areas that affect the success of the project.

Collaboration activities

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Work with Project Professional

You can use Project Professional 2007 to accomplish many project management tasks as part of the Enterprise Project Management (EPM) Solution for your organization.

Note   Project Server 2007 permissions are required in order to complete various enterprise project management tasks by using Project Professional. +

Project Professional activities

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Get deployment advice, blogs, and other information online

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