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Seeing Resource allocation within Groups [Resource Usage view] RRS feed

  • Question

  • Hi there,

    Is there a way to show overallocation when you use the 'Group By:' function?

    I've created a group to match the roles of my resources. Similar to how resource overallocated appear in red text, can something be set in server to show this when I turn on the group by feature?

    On the group level I can see the total work and Available work. With this information I'm guessing you should be able to turn on a setting or write some code to compare the two figures on an 'Outline 1' level  and highlight text fields red if one figure is higher than the other.


    Monday, September 17, 2012 12:18 AM

Answers

  • nicholaswan --
     
    The quick answer to your question is no, there is no way to get the overallocated hours to appear in red in the Resource Usage view when you have grouping applied.  Adding the Overallocated column will not help.  Adding the Overallocation details to the timephased grid will not help either.  The only way to see the overallocation in the Resource Usage view with grouping applied is to apply a custom combination view (split view) with the Resource Usage view in the top pane and the Resource Group view in the bottom pane.  It is clumsy, I know, but at least this way you can determine whether a resource is overallocated or not.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by nicholaswan Sunday, October 7, 2012 10:17 PM
    Sunday, October 7, 2012 3:40 PM
    Moderator

All replies

  • nicholaswan --
     
    The quick answer to your question is no, there is no way to get the overallocated hours to appear in red in the Resource Usage view when you have grouping applied.  Adding the Overallocated column will not help.  Adding the Overallocation details to the timephased grid will not help either.  The only way to see the overallocation in the Resource Usage view with grouping applied is to apply a custom combination view (split view) with the Resource Usage view in the top pane and the Resource Group view in the bottom pane.  It is clumsy, I know, but at least this way you can determine whether a resource is overallocated or not.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by nicholaswan Sunday, October 7, 2012 10:17 PM
    Sunday, October 7, 2012 3:40 PM
    Moderator
  • nicholaswan --
     
    Or, the other thing you can do is to create a custom combination (split screen) view with the Resource Usage view in the top pane, with grouping applied, and the Resource Usage view in the bottom pane, without grouping applied.  In the top pane, when you select any task assignment, the bottom pane will display the resource name and ALL task assignments.  And if the resource is overallocated, you will see the name formatted in red, and you can see the red numbers in the timephased grid.  Kind of weird, but it works.  Hope this additional thought helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Monday, October 8, 2012 1:24 AM
    Moderator
  • As you discovered, when summarized to level 1, the group title cannot be formatted automatically (without some coding perhaps). However, you can add the Overallocation field and/or Overallocation detail to the timephased view and you can make those appear red or whatever color you want. You can also change the background cell color of those timephased values for easy identification.

    To change the color of any timephased "detail" item, rt-click the Details column, select the item and use the show button. Select it in the show column and you can change the font, cell background, and background pattern.

    At least in that way, even when summarized at Level 1, you can see overallocations exist and have them colored.

    • Proposed as answer by Quized again Thursday, June 20, 2013 3:17 PM
    Thursday, October 11, 2012 6:47 PM
  • Quizzed again --
     
    Good idea, my friend!  Thanks for sharing.  :)
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, October 11, 2012 8:45 PM
    Moderator