User Interface For Scheduling Resource Assignments

• US 20090234699A1
• Filed: 03/15/2008
• Published: 09/17/2009
• Est. Priority Date: 03/15/2008
• Status: Abandoned Application

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Ross, Benjamen E., Harahan, Timothy Barrett, Kaufthal, Jonathan Seth, Hilke, James Coryell, Steinglass, Alice Pritikin, Lau, Bonny P.
• Application Number:
  US12/049,282
• Publication Number:
  US 20090234699A1
• Time in Patent Office: Days
• US Class Current: 705/9
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment

Abstract

A project management resources scheduling user interface is provided in which resource information may be displayed in a condensed timeline for each resource over the duration of a project. Individual tasks or groups of tasks displayed in the project management resources scheduling view may be moved from one resource to another resource while respecting project constraints and dependencies. Unassigned and unscheduled tasks may be dragged onto the scheduling view and may be dropped on a given resource in a timing location required by the project. Tasks may be viewed according to a hierarchical relationship between tasks of a given project. The scheduling view may be used in combination with a Gantt chart view of project tasks for allowing a view of both task-based and resource-based scheduling.

Claims

1. A method of displaying tasks of a work project wherein the tasks are displayed in linear representation over time for each resource to which one or more of the tasks are assigned, comprising:

providing an electronic resource scheduling view for displaying one or more tasks of a work project;

providing a row in the resource scheduling view for each resource to which one or more tasks may be assigned;

receiving into the resource scheduling view a selected task assigned to a selected resource; and

if the selected task received into the resource scheduling view causes an over-allocation of the selected resource at a desired start time, moving one or more other tasks presently positioned in the row that may be performed after the received selected task to future start times corresponding to the one or more other tasks to prevent the over-allocation.

2. The method of claim 1, wherein receiving into the resource scheduling view a selected task assigned to a selected resource includes receiving an insert of the selected task into a row in the resource scheduling view associated with the selected resource.

3. The method of claim 2, wherein receiving into the resource scheduling view a selected task assigned to a selected resource includes receiving the insert of the selected task at a position along the row in the resource scheduling view associated with the selected resource corresponding to a desired start time for the selected task.

4. The method of claim 1, wherein receiving the insert of the selected task includes receiving the task from a menu of unscheduled tasks into the resource scheduling view.

5. The method of claim 1, wherein if the selected task received into the resource scheduling view causes an over-allocation of the selected resource at the desired start time, providing a graphical indication of the over-allocation of the selected resource at the desired start time.

6. The method of claim 5, further comprising:

receiving a selection of the graphical indication;

adding an additional row beneath the row in the resource scheduling view associated with the selected resource; and

displaying the task causing the over-allocation in the additional row for providing a graphical representation of the over-allocation of the selected resource.

7. The method of claim 6, further comprising receiving a movement of the task causing the over-allocation to a different resource for resolving the over-allocation.

8. The method of claim 1, further comprising receiving a movement of a task presently assigned to a first resource and presently positioned in a row in the resource scheduling view associated with the first resource to a row in the resource scheduling view associated with a second resource for reassigning the task presently assigned to the first resource to the second resource.

9. The method of claim 8, further comprising displaying the resource scheduling view with the task presently assigned to the first resource now assigned to the second resource.

10. The method of claim 1, further comprising positioning an unassigned task in a row in the resource scheduling view that is not associated with a resource wherein the unassigned task is positioned based on a required start time.

11. The method of claim 10, further comprising receiving a movement of the unassigned task to a row in the resource scheduling view associated with a desired resource for assigning the unassigned task to the desired resource.

12. The method of claim 1,

wherein a plurality of tasks contained in the resource scheduling view are hierarchically related to each other;

wherein at least one task is at a first level of an associated project; and

wherein other tasks are at one or more lower levels of the associated project.

13. The method of claim 12, further comprising providing a display of the scheduling view showing only those tasks occupying a selected hierarchical level relative to other tasks of the associated project.

14. The method of claim 13, further comprising:

receiving a selection of a different hierarchical level for viewing tasks occupying the different hierarchical level; and

providing a display of the scheduling view showing only those tasks occupying the different hierarchical level.

15. A method of displaying tasks of a work project, comprising:

providing an electronic resource scheduling view for displaying one or more tasks of a work project;

providing a row in the resource scheduling view for each resource to which one or more tasks may be assigned;

receiving into the resource scheduling view one or more selected tasks assigned to a first resource;

displaying the one or more selected tasks in linear representation over time in a row in the resource scheduling view associated with the first resource;

allowing movement of a given task from the row in the resource scheduling view associated with the first resource to second row in the resource scheduling view associated with a second resource for assigning the given task to the second resource; and

displaying the resource scheduling view showing the given task positioned in the second row associated with the second resource.

16. The method of claim 15, wherein if a movement of the given task to the second row in the resource scheduling view associated with a second resource for assigning the given task to the second resource causes an over-allocation of the second resource at a start time associated with the given task, moving one or more other tasks presently positioned in the second row that may be performed after the given task to future start times corresponding to the one or more other tasks to resolve the over-allocation.

17. The method of claim 15, wherein if a movement of the given task to the second row in the resource scheduling view associated with a second resource for assigning the given task to the second resource causes an over-allocation of the second resource at a start time associated with the given task, providing a graphical indication in the resource scheduling view of the over-allocation of the second resource, and allowing manual movement of the given task to a different resource to resolve the over-allocation.

18. The method of claim 17, wherein allowing manual movement of the given task includes:

receiving a selection of the graphical indication;

adding an additional row beneath the row in the resource scheduling view associated with the second resource; and

displaying the task causing the over-allocation in the additional row for providing a graphical representation of the over-allocation of the second resource.

19. The method of claim 15, further comprising, assigning a buffer task to a given resource in the resource scheduling view, the buffer task being assigned a duration and a percentage effort, wherein the buffer task is scheduled in parallel to one or more other tasks so that a duration of the one or more other tasks accounts for the duration and percentage effort assigned to the buffer task.

20. A computer readable medium containing computer executable instructions which when executed by a computer perform a method of displaying tasks of a work project, comprising:

providing an electronic resource scheduling view for displaying one or more tasks of a work project;

providing a row in the resource scheduling view for each resource to which one or more tasks may be assigned;

receiving into the resource scheduling view one or more selected tasks assigned to a first resource;

displaying the one or more selected tasks in linear representation over time in a row in the resource scheduling view associated with the first resource; and

allowing movement of an unassigned or unscheduled task into the resource scheduling view and into a row in the resource scheduling view associated with a desired resource for assigning the unassigned or unscheduled task to the desired resource.