Asked by:
Indicator: Resource overloaded, but why ?

Question
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Is there a feature( or a way ) on MS Project 2013, where you can find the reason whether the resource is overloaded because of vacation or just because of too much tasks, without searching for it?
- Edited by Albert.Hashani Tuesday, August 27, 2013 10:04 AM
Wednesday, August 21, 2013 9:21 AM
All replies
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Hi,
1. Over allocation occurs when you assign more tasks to your resource, it also depends on which dependency you are using in your project. If it is FS it works fine but if it is SS then you will this situation.
OR
2. If you assign more than 40 hrs work to your resource in a week then also you will face this.
To get rid of it, you need to plan the resource calendar accordingly.
You can check the "Details" option but i don't think it will show why resource is over allocated.
At the time of planning only you need keep the facts in mind.
- Edited by Abbas Husain Khan Thursday, August 22, 2013 5:15 AM
Thursday, August 22, 2013 5:09 AM -
Resources should not be appearing as overallocated if they are on vacation -- unless you have entered the vacation as tasks. If you have modified the resource's calendar with non-working time (exceptions) for the vacation period, the tasks will automatically reschedule.
I personally use the Resource Allocation view (Resource Usage in the upper pane and Leveling Gantt in the details split). That view gives you both the resource details and the ability to see task data such as links, lead, lag, constraints.
Thursday, August 22, 2013 12:56 PM -
Adding further, if you just wanted to check the Over Allocation for a resource using an Indicator then you can created a Resource Type custom field and use formulas to set the indicator. I tried something as below:
1. navigate to Project tab > Custom Fields
2. In fields, Select Resource and in Type select Text
3. Name one of the Text fields as Overallocated_Indicator
3. For this field, in its custom attributes, select Formula and enter the formula as IIf([Overallocated]=Yes,1,0). Click on Ok
4. Now for the same field in Values to display, Select Graphical indicators.
5. Enter the condition as
Test for Overallocated_Indicator
Value(s)
Image
Equals
1
Red Indicator
Equals
0
Green Indicator
6. Click on Ok
7. Now Navigate to Resource usage or Resource sheet and Insert the column. You should be able to see the Overallocated resources with Red Indicator and the rest as Green
Cheers! Happy troubleshooting !!! Dinesh S. Rai - MSFT Enterprise Project Management
Please click Mark As Answer; if a post solves your problem or Vote As Helpful if a post has been useful to you. This can be beneficial to other community members reading the thread.
- Edited by Dinesh S. RaiMicrosoft employee Thursday, August 22, 2013 1:32 PM
- Proposed as answer by Dinesh S. RaiMicrosoft employee Thursday, August 22, 2013 1:32 PM
Thursday, August 22, 2013 1:30 PM -
I believe overallocated resources are all ready flagged in the Resource usage and Resource Sheet views.
- Proposed as answer by Brian Smith - MSFTMicrosoft employee Thursday, August 22, 2013 10:07 PM
- Marked as answer by Brian Smith - MSFTMicrosoft employee Thursday, August 22, 2013 10:07 PM
- Unmarked as answer by Albert.Hashani Tuesday, August 27, 2013 10:06 AM
Thursday, August 22, 2013 5:46 PM -
The only exception to this is if a task is using a task calendar and ignoring resource calendars. then even if they are on vacation it will schedule the task and show them overallocated.
Brian Kennemer - Project MVP
DeltaBahn Senior Architect
endlessly obsessing about Project Server…so that you don’t have to.
Blog | Twitter | LinkedIn- Marked as answer by Brian Smith - MSFTMicrosoft employee Thursday, August 22, 2013 10:07 PM
- Unmarked as answer by Albert.Hashani Tuesday, August 27, 2013 10:06 AM
Thursday, August 22, 2013 6:02 PM -
I believe overallocated resources are all ready flagged in the Resource usage and Resource Sheet views.
At first, thanks for your answers.
Yes the Resource are flagged if they're overallocated, but I asked whether there is a solution to find the Reason. Because if you have hundred of Resources it's difficult and costly to search why the resource is overloaded and where the conflict is.
- Edited by Albert.Hashani Monday, September 2, 2013 9:07 AM
Tuesday, August 27, 2013 10:19 AM