Partial Resource Allocation

[californiaguy247]

Hello Everyone,

I have a requirement where a resource is allocated on three different
projects say 30 % on Project A , 50% on Project B and 20% on Project C.

Is there a way to define the resource commitment (partial allocation)
to a project at the project level (A,B,C) so that PM does not have to
go back every time project is opened in Microsoft Project and edit the
resource availability to partial allocation to certain percentage since
Microsoft Project resets it back to 100% after you close the project.

Any input on this will be highly appreciated?

Thanks in advance.
-Raj

 

[Gary L. Chefetz [MVP]]

Tell your Project Managers to set the Max Units that they want to use for
the project, add one of the unused local custom text fields to the resource
sheet, and before closing the project copy the Max Units column to the text
field column. All they have to do is copy the text field column back to the
Max Units column when they next open the project.

--


Gary L. Chefetz, MVP
For Project Server Consulting: http://www.msprojectexperts.com
For Project Server FAQS: http://www.projectserverexperts.com
For Project Server Books: http://www.projectserverbooks.com
For Project Server Training: http://www.projectservertraining.com
For Project FAQS: http://www.mvps.org/project

 

[californiaguy247]

Hi Gary,

Thank you so much for your response.

I was wondering if it would be a good idea to write some kind of macro
to enforce the original requirement?

So that whenever the PM opens the project, it remembers the original
allocation of the resource to project and set it to the Max Units
column.

Your thoughts?

Thanks again.

Sincerely,
-Rajiv

 

[Gary L. Chefetz [MVP]]

Or, the macro could do the copy function. I'd hate to have to hardcode those
values in the macro. Whatever is most comfortable for you and your PMs
should do the trick.

--


Gary L. Chefetz, MVP
For Project Server Consulting: http://www.msprojectexperts.com
For Project Server FAQS: http://www.projectserverexperts.com
For Project Server Books: http://www.projectserverbooks.com
For Project Server Training: http://www.projectservertraining.com
For Project FAQS: http://www.mvps.org/project