Changing Max Units in Resource Pool

[Jim Stoaks]

When the resources were originally assigned the max units were at 100% in the
resource pool. This was changed to 80% in the pool and was picked up in the
schedule. However, when you relevel the project it gives you an error
message stating that you need to skip that task and lower the allocation for
that resource. I believe it is saying that you originally allocated the
resource at 100% and now you can allocate the resource at no more than 80%.

The correction to the problem seems to be reselecting the resource assigned
to the task which resets the allocation to 100%.

For a large project when a single person has 100's of assignments is there a
better way to do this?

Thanks,
Jim

 

[Dale Howard [MVP]]

Jim -

There's no really easy automated way to reduce the Units for all resource
assignments from 100% to 80%. This is why a decision about the Max. Units
value needs to be made before you go to a production environment in Project
Server. Ideally, the decision should be made in a pilot environment, tested
thoroughly, and then implemented in your production environment.

Enough lecture; now for a solution. Ask your PM's to try this:

1. Open a project and apply the Gantt Chart view
2. Pull the split bar to the right to expose the Resources column
3. Click the Filter drop-down on the Formatting toolbar and select the
Using Resource... filter
4. Select a resource and click the OK button
5. From the resulting list of tasks, select all tasks on which the resource
is assigned at 100% Units (there will be no percentage after the resources
name in either the Resources column or on the Gantt bar)
6. Click the Assign Resources dialog
7. Set the Units value to 80% for the resource and press the Enter key
8. Repeat steps 3-7 for every resource

Just a thought. Hope this helps.