M
Moroni Duke
We created a data analysis view to look at resource allocaiton over time.
This view uses the MSP Portfolio Analyzer cube. We also have a custom field
named Job Roles that both generic and named resources are tied. Allocation
is thus being viewed at the Job Roles level. To simplify the chart we
created a new Totals Field named Allocation (work / capacity) so that the
work and capacity fields did not need to be displayed.
Unfortunately, when we look at allocation using both named and generic the
total capacity is overstated. After adding the work and capacity fields next
to allocation we found that adding the generic capacity to the totals was the
problem. We now understand that total capacity belongs to the named
resources. We do, however, know we need the hours that are given to the
generics to get the proper values.
So, what we need is to be able to remove or set to zero the generic capacity
for our calculation to work. After several hours we exhausted this approach
using project server. Our other thought was to export to Excel and using
Excel set the generic capacity to zero. This would require an Excel expert,
of which we are not. We would rather get the calculation correct in project
server before exporting to Excel.
Has anyone run across this problem? If so, would you be willing to share
your experience with us?
This view uses the MSP Portfolio Analyzer cube. We also have a custom field
named Job Roles that both generic and named resources are tied. Allocation
is thus being viewed at the Job Roles level. To simplify the chart we
created a new Totals Field named Allocation (work / capacity) so that the
work and capacity fields did not need to be displayed.
Unfortunately, when we look at allocation using both named and generic the
total capacity is overstated. After adding the work and capacity fields next
to allocation we found that adding the generic capacity to the totals was the
problem. We now understand that total capacity belongs to the named
resources. We do, however, know we need the hours that are given to the
generics to get the proper values.
So, what we need is to be able to remove or set to zero the generic capacity
for our calculation to work. After several hours we exhausted this approach
using project server. Our other thought was to export to Excel and using
Excel set the generic capacity to zero. This would require an Excel expert,
of which we are not. We would rather get the calculation correct in project
server before exporting to Excel.
Has anyone run across this problem? If so, would you be willing to share
your experience with us?