Administrative Projects to Track Overhead

[JodyJ]

We use resource calendars to force Project to reschedule work when someone
plans to be on vacation, jury duty, etc.

We'd also like to keep track of actual vacation taken and remaining, sick
time taken and remaining and other "non-project" time.

Issue: If I set up an administrative project for the calendar year and I
add all of my resources, I'd like to put their total vacation time available
in the remaining work column. Same with sick time. When I do this, it seems
to affect the person's availability on various resource reports in MS Project.

How can I track this time without impacting availability?

 

[Gérard Ducouret]

Hello Jody
<<to put their total sick time available in the remaining work column.>>
Your employees are able to plan their sick time ? Are they French civil
servants ? ;-)

<<How can I track this time without impacting availability?>>
Hum... the main goal of Administrative project *is* to impact the resources
availability! ;-(
I didn't try it, but you could have a look at the following :
In the Administrative project, switch all the resource Booking type from
Committed to Proposed in the Resource Information dialog for example.

Hope this helps,

Gérard Ducouret

 

[JodyJ]

We do not plan sick time. I believe my email indicated that we are trying to
use these administrative tasks to capture non-work and non-project time
"actual" hours. In other words, we use them to fully account for time spent
during the day.

We'd also like to use vacation and sick tasks to keep track of how much time
is available to each resource, each year. Inevitably, people ask "how much
vacation time have I used or how much do I have remaining". If I fill in the
"remaining work" column, the resources availability is impacted. I don't
want this to happen as I'm using resource calendars for planned time off.

 

[Kevin]

Seems like the scenario below is not a scheduling function, but an HR or
Payroll function. Nevertheless, you can adjust the Resource Availabilty in
the Resource Information form accessible from various resource views instead
of making calendar exceptions in the "Change Working Time" form. That is what
it is there for.

A solution to the "How much do I have left?" question could be as simple as
using three custom numeric fields (Allotted, Used, Balance [with a formula
<Allotted - Used>]). This should give you what you want.

Hope this helps,

Kevin

 

[Gary L. Chefetz [MVP]]

Jody:

Administrative project are not intended to have planned work time with the
only exception being for vacation. However, because you're already updating
this to the resource calendars, there's no way for you to also plan work
without it affecting availability.

You need to code a solution for this.

--


Gary L. Chefetz, MVP
"We wrote the books on Project Server"
http://www.msprojectexperts.com

For Project Server FAQs visit
http://www.projectserverexperts.com

For Project FAQs visit
http://www.mvps.org/project