In the Views section of the Availability tab, select a resource view. To display assignment work grouped first by resources and then by the projects that the resource appears in, select Work by Resource. To display assignment work grouped by the projects that the resource appears in, select Resource Utilization by Project. To display the amount of time that the resource has available to work during a specified time period, select Remaining Availability.
To display the amount of work that the resource is assigned to do, select Resource Utilization. If you selected multiple resources on the previous page, you can click in the legend on the chart to select the resources that you want to view in the graph.
The Details table below the graph shows a timescale that displays how much work the resource is assigned to during the specified time period. The Resource Graph view displays a bar chart view of an individual resource's workload and availability.
This view allows you to quickly discover whether the selected resource is overallocated or underallocated for a specific period of time.
You can also see the percentage of units allocated for assignments, along with the resource's maximum units availability. In the Resource tab, select the Resource Graph view in the View section. Review the name of the first resource in the Resource Graph view by scrolling left or right in the left window.
If the resource name is listed in red, then the resource is overallocated. Resources listed in black are allocated either exactly at or under their full capacity.
Blue bars by default indicate the amount of allocated work that is at or below the resource's maximum unit and working time availability for that time period. Red bars by default indicate that the resource is overallocated because the resource has exceeded their maximum unit and working time availability for a given time period.
Review the highest allocation percentages that occur in the time period shown — that is, the peak units for the resource in the time period. You can see a list of only those resources that are overallocated by displaying the Resource Sheet view or the Resource Usage view, and then filtering for overallocated resources.
In the View tab, click the Filter dropdown menu in the Data section, and then click Overallocated Resources. To see the full list of resources again, click the Filter dropdown menu and then click No Filter. Note: Even without filtering for overallocated resources, you can easily see which resources are overallocated, because their names are shown in red in any resource view. Also, in the Resource Sheet and Resource Usage views, the indicator field will suggest that overallocated resources be leveled.
Task views can also be used to display overallocations, though they don't show overallocations in red the way that resource views do. If you are working in a task view, you can step through each task that has resource overallocations, though a task view won't show you which resources or how many are overallocated. In the Resource Sheet or Resource Usage view, you can group resources who are overallocated.
You can also group resources by their peak units, which indicate their maximum percentage allocations on assignments during the project. Reviewing overallocated resources by the extent of their overallocations can help you to focus on the most extensively overallocated resources first. In the Order box, select Ascending or Descending. If you click Ascending , the group of resources that are not overallocated appears first and the group of overallocated resources appears second.
To create a nested grouping of peak units, click the Then by box, and then click Peak. Active 10 years, 6 months ago. Viewed 4k times. Note: I don't want to set these dependencies manually.
Improve this question. Pawel Brodzinski Add a comment. Active Oldest Votes. Leave no work package as an orphan; all packages need to be linked. Improve this answer. David Espina David Espina Sign up or log in Sign up using Google. Sign up using Facebook. Sign up using Email and Password. Step 7: You will now see that the Gantt Chart has changed to show the new project duration, taking account of the reduced number of daily hours undertaken by the chosen resource, the laborer, therefore increasing the length of the project.
Unfortunately, doing this would cause you some bother. As a result, this is not a true representation of their working-hours but of their time spent directly working on the project. This is therefore not an appropriate method of allocating part-time working hours to resources as it does not effectively show the total working hours of the resource, causing inaccuracies throughout the project plan. The custom calendar can be connected to any resource by double-clicking on the resource you desire and assigning the calendar to it.
As you will know, time is one of the largest project constraints, along with the budget, so I am sure anything to help save time is something you are interested in. That is why the use of this custom calendar is ideal as it reduces the amount of time taken as we do not need to waste time creating individual calendars for all part-time workers who work the same hours.
If you find yourself with a team full of resources who all have different available working hours, the same method of setting up a custom calendar can be used however in this case you would have to create an individual custom calendar for each resource that shows their personal availability. Under Leveling range for , select to level the entire project or to level only those tasks falling within a specific time range.
Select ID Only to level tasks in ascending order of their ID numbers before considering any other criteria. Select Standard to first examine predecessor dependencies, slack, dates, priorities, and constraints to discover whether and how tasks should be leveled. This is the default setting. Select Priority, Standard to check task priorities first and only then examine the standard criteria. To prevent the finish date of your project from being delayed, select the Level only within available slack check box.
Note: If you select this check box, you may get error messages indicating that Project can't level the entire schedule. Project may not level the schedule because there is seldom enough slack in a schedule to reschedule assignments without running out of slack time. To allow leveling to adjust when a resource works on a task independently of other resources that are working on the same task, select the Leveling can adjust individual assignments on a task check box.
If you want leveling to interrupt tasks by creating splits in the remaining work on tasks or resource assignments, select the Leveling can create splits in remaining work check box.
If a resource is assigned to tasks concurrently beyond what the resource's schedule can handle, then a task that has remaining work can be split and worked on when the resource's schedule will allow it. To include proposed resources, select the Level tasks with the proposed booking type check box. To allow leveling to change manually scheduled tasks, select the Level manually scheduled tasks check box.
If you want to clear the previous leveling results before leveling again, then choose Clear Leveling. If you are leveling manually, choose Level All. If you are leveling automatically, choose OK.
Note: If you level tasks in projects that are scheduled from a finish date, then negative delay values are applied from the end of the task or assignment, causing the task or resource assignment's finish date to occur earlier. Setting task priorities allow you to specify a task's importance and its availability for leveling. The priority value that you enter is a subjective value between 1 and , which enables you to specify the amount of control you have over the leveling process.
For example, if you don't want Project to level a particular task, set its priority level to By default, priority values are set at , or a medium level of control. Tasks that have lower priority are delayed or split before those that have higher priority. In the Task Name field, double-click the name of the task whose priority you want to change, and then choose Task Information.
On the General tab, type or select a priority in the Priority box. You can set an entire project's availability for leveling by setting the project's priority.
For example, if you are sharing resources with another project that serves as a resource pool, and if you don't want to level the tasks in one of the shared files, then set that shared file's priority level to On the Project tab, in the Properties group, choose Project Information.
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