EPM Team

The Catapult EPM team is responsible for delivering Microsoft project and portfolio management solutions. Their blog reflects team insights and real-world experiences developing world-class EPM solutions.
 



Project Pro: Leveraging the Resource Graph   

Tags: MOPS 2007
Technorati Tags:

The Resource Graph provides some interesting functionality in Microsoft Project, functionality that most users are never aware of.  Here’s a couple of ways to modify it to make it easier to use.

This post will show you how to:

 

1) Modify the Resource Graph to show multiple resources

2) Depict a Cost S-Curve

3) Export your graph to other applications

 

Before making any modifications to the default Resource Graph view, make sure to copy it and save it with a different name using the Views > More Views > New option.  Default views should never be modified.  Note that all of the views in this posting are split views with the default Resource Sheet at the top, and the Resource Graph on the bottom.

 

1) Modify the Resource Graph to show a selection of resources instead of just a single resource

 

By default, the Resource Graph displays data for a single resource.

image

But in this case, I want to look at the aggregated work for all of the resources in the Consulting Group.  Easy enough.  First thing I do is group the Resources in the Resource Sheet (Project > Group By).  Here, I am grouping by the Resource Group, which is one of the out of the box groupings.

Then I modify the Resource Graph.  To do so, I right click on the Resource Graph, and select Bar Styles.  By default it should look like this.  (Note the settings on the Right Side of the dialog box.)

image

Now I take the settings from the right and transfer them over to the left.  The new settings should look like this:

 

image

And now, I can select one or multiple resources in the split Resource Sheet / Resource Graph view….

 

image

 

2) Creating a Project S-Curve

 

Now I want to produce a cost S-curve in Microsoft Project Professional.  How do I do that?  Pretty much the same way.  Take the Resource Graph that you produced in the last step, and now instead of showing Work, we will set it to show Cumulative Cost.

Right click on the Resource Graph, and set it to show Cumulative Cost.

 

image

Then go into the Bar Styles and make the following changes.  Note that I am using an Area setting instead of the Line, because the Line is a bit hard to read on the Resource Graph.

 

image

 

And now I get a nice S-Curve depicting the Cumulative Cost of the project for the selected group of resources.

 

image

 

3) Exporting the Resource Graph

 

So how do you export the Resource Graph to demonstrate your new acumen at producing eye candy to the individual who provides input to your quarterly performance reviews?  Piece of cake.  Just use the Copy Picture function built into Microsoft Project.  It’s the icon which looks kind of like a grey camera with a blue lens, and sits in the Standard Toolbar.

image

 

Click on the Resource Graph, then select the Copy Picture function, and you can either paste the graph into an e-mail, or save it as a picture file.

image

 

And now you’re on your way to impressing your friends and colleagues with eye-catching project management charts.

***

 

Credits: The screenshots in this project were produced from a schedule scrubbed using Jack Dahlgren’s Scrub macro, freely downloadable from www.masamiki.com

 
Posted by  Andrew Lavinsky  on  6/16/2009
3  Comments  |  Trackback Url  | 0  Links to this post | Bookmark this post with:        
 

Links to this post


Pingback from  Defining an Update Methodology (Part III) | Project Epistemology  on  12/22/2011  5:02 AM

Comments


Mike  commented on  Monday, November 23, 2009  7:03 PM 
Thanks alot


erik odegard  commented on  Thursday, February 11, 2010  10:45 AM 
This is great, but is there any way to print a resource graph for an entire group rather than by person (resource)?

Thank you very much,

Erik


Andrew  commented on  Thursday, March 04, 2010  8:10 AM 
Erik - not sure I understand your question. I might recommend you post it on the Microsoft Project newsgroup, where you'll get a quick response.


Leave a comment


Name *:
URL:
Email:
Comment:


CAPTCHA Image Validation





 
© 2011 Catapult Systems Inc.