none
PWA: highlight over-allocated resources RRS feed

  • Question

  • I've got a resource that is over-allocated, both within an individual project, and across two projects.  I believe that I can't carry out resource levelling with PWA (I would need full Project for that), but is there anyway to highlight where the over-allocation occurs?  With my current simple test projects, it's easy to see using the Resource Assignments screen, but I think that as my plans get more complex this would become quite difficult.  Other software I've used colours in the Gantt chart bars red where the resource is over-allocated - is there something similar available in PWA?
    Thursday, November 1, 2012 8:24 AM

Answers

  • steve.watkins --
     
    Other than using Microsoft Project 2010 while connected to Project Server to see and resolve overallocations, the best place to see overallocations in PWA is to use the Resource Availability page.  Navigate to the Resource Center page, select the checkbox for the resource in question, and then click the View Availability button.  On the Resource Availability page, select the date range you want to study and then click the Apply button.  Make sure you have the Assignment Work by Resource view selected (upper left corner of the page).  The black line indicates the capacity of the resource, which is how much the resource is available to work on all projects.  Study the colored columns for each time period.  If a column rises above the black line, this indicates an overallocation for the resource.  To determine the projects causing the overallocation, look at the data grid in the bottom pane.  Beyond this, you can also export the data grid using the Export to Excel functionality, where it might be easier to study the overallocations.  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"

    Thursday, November 1, 2012 12:39 PM
    Moderator

All replies

  • steve.watkins --
     
    Other than using Microsoft Project 2010 while connected to Project Server to see and resolve overallocations, the best place to see overallocations in PWA is to use the Resource Availability page.  Navigate to the Resource Center page, select the checkbox for the resource in question, and then click the View Availability button.  On the Resource Availability page, select the date range you want to study and then click the Apply button.  Make sure you have the Assignment Work by Resource view selected (upper left corner of the page).  The black line indicates the capacity of the resource, which is how much the resource is available to work on all projects.  Study the colored columns for each time period.  If a column rises above the black line, this indicates an overallocation for the resource.  To determine the projects causing the overallocation, look at the data grid in the bottom pane.  Beyond this, you can also export the data grid using the Export to Excel functionality, where it might be easier to study the overallocations.  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"

    Thursday, November 1, 2012 12:39 PM
    Moderator
  • Thanks Dale, that helps a lot.  I can also see that I can select multiple resources then look in the grid for negative numbers that shows where they are overallocated, even though the graph isn't helpful for this it combines the allocations all together.  It would be helpful if the negative numbers stood out a bit more though!  Exporting to Excel seems like a bit of a clumsy workaround. 
    Thursday, November 1, 2012 1:16 PM
  • Steve --
     
    You are more than welcome for the help, my friend.

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

    Friday, November 2, 2012 4:40 PM
    Moderator
  • Just noticed that switching to the 'Remaining Availability' view on the Resouce Availability page makes it easier to spot from the graph where I've got over-allocated resources (when I'm looking at more than one resource at once).

    Steve

    Friday, November 9, 2012 3:16 PM
  • Steve --
     
    Way to go, my friend.  And thanks for letting us know an even better way to see what you wanted to see in PWA.
     

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

    Friday, November 9, 2012 3:27 PM
    Moderator