Graphical indicator for resources

[meg99]

I need to set up a graphical indicator that will show tasks that have
overallocated resources. Is that possible?

example: Task XXX has resource A[50%] and resource B[50%]. Resource
B is no longer available and is substituted with resource C[50%].
However, resource C is already being used at 100% on another
concurrent task. I need an indicator that will tell me that the task
has an overallocated resource.

meg99

 

[ddrjbrown]

The resource usage view can help you do this. It will show you all the
resource, if you expand the + it will show you the tasks they are working on.
You can then view on the right hand side the percentage of their time they
are allocated to each task. It will show in red where they are overallocated.
This is probably the easiest way I know of displaying this information.

Hope it helps

 

[vanita]

Hi meg99

In Resource usage view you can view the following information in red colour:
1. which resource is overallocated any day of the project with respect to
its cumulative assignment.
2. and on any particular day which resource assignment for a particular task
is overallocated.

But, if in Gantt chart view itself, you may like to indicate with graphical
indicators that which task has overallocated resource assignment, insert a
Flag column and through 'Customise Fields' option, customise it with the
formula
IIf([Overallocated],Yes,No) and apply Graphical indicators through
'Customise Fields' window itself. Now in the Flag column you will see the
appropriate graphical indicator.

But be particular these indicators are only for individual overallocated
assignment for a task. For cumulative assignments becoming overallocated on a
particular day, you have to view the 'Resource usage' view.

Also have a look at the 'Task usage' view.

I hope it helps.
Vanita

 

[meg99]

Hi meg99

In Resource usage view you can view the following information in red colour:
1.  which resource is overallocated any day of the project with respectto
its cumulative assignment.
2. and on any particular day which resource assignment for a particular task
is overallocated.

But, if in Gantt chart view itself, you may like to indicate with graphical
indicators that which task has overallocated resource assignment, insert a
Flag column and through 'Customise Fields' option, customise it with the
formula
IIf([Overallocated],Yes,No) and apply Graphical indicators through
'Customise Fields' window itself. Now in the Flag column you will see the
appropriate graphical indicator.

But be particular these indicators are only for individual overallocated
assignment for a task. For cumulative assignments becoming overallocated on a
particular day, you have to view the 'Resource usage' view.

Also have a look at the 'Task usage' view.

I hope it helps.
Vanita

All,
Thanks for the feedback. I am aware of the views for Resource Graph,
Sheet, Usage and I use them. What I wanted was what Vanita suggested
so that I could get immediate feedback on a resource selection. I
can't get that to work. However, I solved the problem with a split
view. I don't know why I didn't think of that in the first place. I
have a Gantt view on top and the Resource Graph on the bottom. I have
also created a view for Resource Sheet and Usage. The split views are
Gantt-RG, Gantt, RS, & Gant RU respectively. This gives me what I
want.

However, there is another problem. I use a filter to segregate
categories of tasks because the resources are tied to the categories
(ie - the cost analysis resources are tied to the cost analysis
tasks). When I change views, say from Gantt-RG to Gantt-RS, the
filter goes away and I have to reset the filter. To try and solve
this, I created a separate Gantt entitled Gantt-F that specified the
filter and applied that Gantt to the split view. That works
somewhat. Because the filter is an entry - ask for the category name
- I get that popup every time I change the view. Is there a better way
without creating a separate filter and separate split view for each
filter?


meg99