Nov 09 2022 03:35 AM
Nov 09 2022 03:35 AM
I am new to project and having to self teach to set up Ms Projects for our team to use. Currently using MS Project Professional. I work for a manufacturing company who also use trained installers to fit our product. We use sub contractors in busy periods.
The main goal is for each PM to create individual projects which are then added to a master project for efficient progress meetings. We also want to make sure there are no clashes with our install diary and when to bring in subcontractors etc.
I have been using the sub-project button to bring existing projects into the master sheet. As far as I can see there are no issues here, the master sheet updates when I edit the linked file.
I am however having issues with the resource management on the master spreadsheet. I have assigned the same resources to install on the same date on two different projects. I have then brought them in to the master project and there are no clashes showing. I believe this is a red person in the (I) column. In the team planner view I can see the same installers installing on the same day on two different projects.
Have I missed something when bringing the two projects into the master project?
Nov 09 2022 06:23 AMSolution
Nov 15 2022 01:57 AM
Thank you for the response, I can confirm you are correct about the intuitiveness of the software haha.
I will work on setting up the master spreadsheet to serve as the resource pool file and see if I can link it this way. I've read up on this so should be able to figure this out.
Fortunately one benefit of being self taught is learning very quickly about how to corrupt a project so I am aware of how easy for this, appreciate the heads up though. One scenario i am not sure of is; We have an active job folder and a completed folder, If we were to move a job (which would have the "sub-project" in) from the active folder to the completed folder, would it corrupt the whole project or just the sub-project which has moved? If its the latter that wouldn't be the worst issue issue as we would remove it from the master project anyway.
Thanks again for your advice
Nov 15 2022 08:16 AM