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- Hi, everyone.
My name is Kamy Moussavi,
and I'm a product manager on the Microsoft Project team.
Welcome to the presentation on people
and resource management in Project for the Web.
In this presentation,
I'll start with an overview of the difference
between resource and people management,
then I'll show you some exciting new functionalities
that we've added for Resource Scheduling
with Project for the Web,
and I'll finish up with a preview
of what you can expect in the next few months
to help with people management.
The first question we need to address
is what type of manager am I?
We like to think there are three distinct types of managers.
The first type and the most common is the people manager.
The people manager manages a stable team
of two to 15 people,
and they are responsible for the team's work commitments
and professional growth.
People managers can use project and planner
to fulfill the majority of their needs.
Next, we have the project managers,
who mainly care about making sure that their projects
achieve all goals within given constraints.
To do so, project managers need to request resources
from the resource manager to execute their projects.
Project managers can use Project for the Web
to do a big portion of their job,
but you can see that their needs is becoming more complex,
and this is where we start needing
a more advanced solution.
Lastly, we have the resource manager.
The resource manager works hand in hand
with the project managers
to make sure that the resources
are deployed efficiently and effectively
to the project managers across the organization.
Now that we're all on the same page,
I'd like to show you our new Resource Scheduling app
that you can use with Project for the Web.
This app helps project managers
request resources for projects,
and resource managers to manage resource bookings
and have a better understanding
of the capacity and allocation
of their team's resources across multiple projects.
The Resource Scheduling app that I'll show you
is built as an assistant
to the Universal Resource Scheduling system,
which allows for a holistic customizable Resource Scheduling
of any entity in Project and Dynamics 365 products.
I won't go too much in depth into the customizability
and extensibility of this app in this session,
but know that much of what I will show you
in this demo is adaptable to your needs.
This tool is available in Project Plan 3, Plan 5,
and Dynamics 365 project operations.
Now let's go through the demo
of the Resource Scheduling app.
To find the Resource Scheduling app,
first go to make.powerapps.com
to access your Power Apps.
Then you want to make sure
that you're in the right environment
to find your resources.
So click on the top-right header
and find the environment that is appropriate for you.
Here, we'll simply use the default environment
for the sake of this demo.
Once that is made sure,
go to the left navigation pane,
and click on Apps
to find the Resource Scheduling app.
This Resource Scheduling app is installed
in any environment that has Project installed.
So simply press on the Resource Scheduling app
to launch the application in a new browser tab.
Once you launch the Resource Scheduling app,
first, you'll want to create a new resource requirement
as the project manager.
To do that, press the New button at the top,
then start filling out the fields
for the resource requirement.
So first, you want to enter a name,
then you'll want to choose the dates
that you actually need this resource.
After that, you'll want to select the allocation method
for the resource,
and here, we recommend that you use the full capacity
because percentage capacity
is not allowed in Project for the Web.
After that, you'll want to create a status for this,
which will be Active.
Select the work hour template,
which is the calendar for the resource.
And finish off by selecting the resource type,
which in this case is a user
because we want a developer.
Before finishing off,
you'll want to go to the Project tab
to associate this resource requirements
to an actual project.
These are Project for the Web project
so if you search it up,
it'll show up here.
Once you're done here,
you'll want to press the Save button
and then go back to the General tab.
Here, you'll notice that new fields have popped up
for the specific resource type of user.
In this case,
you'll want to enter a skills,
which will be the skill
that the resource is associated with.
In this case, you'll press the triple dot button,
and then open up the New Resource Characteristic menu.
Here, choosing a characteristic
is what will define the skill of the resource.
So here we'll want to pick the developer.
And then you can associate this resource requirement
to a rating value,
which is the skill of the resource requirement
that you'll need.
For this demo, we'll keep it simple
and just choose a developer and Save and Close.
Once you're done adding a skill,
you can simply press the Submit Request button at the top.
It'll ask you to enter a note,
and here you can enter any information
that you want to communicate with your resource manager.
And here, simply press okay
to finish the resource requirement.
After submitting your requirement,
you can scroll down and notice a timeline
of all the communication that you've had
with your resource manager.
This is super useful if you want to keep communicating,
and making sure that the resource requirement
is fulfilled appropriately.
Then, you'll want to switch hats
to the resource manager job,
and here, pressing on the Schedule Board
will open the list of all active bookings
in your environment.
Once you open the Schedule Board,
you'll notice that you can see the list
of all resources in your environment,
as well as a timeline of all of their active bookings,
which is super useful
if you want to make sure
that there is no overall allocation of resources,
as well as to make sure that all resources
are being used effectively.
At the bottom of this page,
you'll be able to see the list
of all active open resource requirements
that the project managers have submitted.
Pressing on a resource role
will show you the Find Availability button,
which will show you all resources
that can pick up this requirement.
If you know which resource to associate this to,
you can simply drag and drop the role onto the timeline,
and then make sure that the details
are filled up properly before booking the requirement.
Once you've booked the resource,
you'll want to close the loop
as the resource manager,
and go back to the Resource Requirements tab
to mark the status of the resource requirement as completed.
Simply open the Resource Requirement,
and change the status here from Active to Completed.
You'll want to finish off by clicking Save and Close,
and finish the booking of the resource requirement.
This concludes the demo of the Resource Scheduling app
in Project for the Web.
I hope the demo did a good job of showing you
how useful the Resource Scheduling app is.
We're working hard to make the app work best for you,
and we've already built a new look and dynamics
as you can see here.
You can expect this refreshed
and many new features to keep coming
to the Resource Scheduling app for Project for the Web.
Now let's move on to the upcoming features you can expect
in Project for the Web
to help with people management.
As a reminder, a people manager
is someone who manages the static team,
and cares about seeing what's on everyone's plates
to make sure that things are running smoothly.
So without further ado,
here's the new People Management view
that we're building in your projects.
In this view,
people managers are able to see a quick overview
of the workload of the people in the project.
The first addition that you'll notice
is a summary card for people in the project,
which will show you a summary of the current status
of tasks assigned to your team.
The summary statistics can be shown
in terms of hours complete, and complete and late,
or you can simply choose to show the task count
if you're not using hours to measure your tasks.
We'll keep adding functionality in the future
with different summary statistics
such as Sprint efforts.
Next, notice that the columns are grouped vertically
in different buckets under each person.
These sub-groupings will make it easy
for you to absorb the wealth of information in this screen.
You can choose to sub-group by buckets, progress, due date
as is shown in this view,
or by task priority and labels.
Lastly, this view aims to make it super simple
for you to create new tasks for your team members,
and see how it affects their workload.
You can also easily drag and drop tasks
between different members
to balance the workload in the team.
That's all for the People View.
And I hope you're as excited as I am
for the new feature coming to Project for the Web.
To close this presentation,
let's quickly go over the licensing that you'll need
to access the different features that we saw today.
Anyone with an Office license can view,
but not edit everything we saw today.
But with a Plan 1 license,
you can access the People View in Project for the Web.
With a Plan 3 license,
you can create resource requests
and accept booking proposals
in the Resource Scheduling app.
With a Plan 5 license,
you can manage bookings to fulfill the resource requests
and manage the skills and proficiencies of your resources.
Lastly, with a Project Operations license,
you'll be able to unlock advanced features
like Resource Reconciliation.
Thank you for watching this presentation.
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