sharing resources across projects

[Bob]

Hi,

I'm currently testdriving Project server 2003. I added some resources, and
set nonworking times for each, so far so good...

I created a project 'A' with a single recurring task (every friday the whole
day), which I assigned to a resource named Joe. I then saved this project,
and created another ('B').

Again with a single task, this time a 10-day task starting today. I assigned
that task to the same Joe I allready assigned to the task in project 'A'.

What I would expect is that project plans the task for resource Joe,
respecting the fact that Joe allready is booked on fridays. Instead, when I
save the project to the server, it just plans Joe for 10 working days
starting today, including the friday he is allready booked (thus leaving Joe
booked for 200% on friday).

Sorry for this tedious case, just trying to grasp the basics.

Regards

 

[MAT]

I dont see any Problem. open a project and Try to level the tasks.

 

[Bob]

If by leveling you mean setting a higher priority, then that's allready done
(task in project B has priority 500, and the task in Project A has priority
set to 1000. Am I on the right track with priority? Or is leveling something
else...

Thanks for the patience...

 

[Gérard Ducouret]

Bob,
Priority is only one of the leveling settings.
To run the leveling : in Project Pro
Tools / Resource leveling / Level resources / Level now (or something close
to that : I don't have the English version today)

Gérard Ducouret

 

[mark.everett]

Bob -

To be clear - Project Professional and Project Server 2003 will not
prevent people from being overallocated. What it does do is provide
the project manager with a view of all assignments the resource has.
It becomes a training issue that the project managers do not schedule a
resource to work when they are already assigned work for the same
period. That's what project management is about - working out those
issues, negotiating for the resource, etc. If that doesn't work, then
use the leveling tool as Gerard suggests, but in the Project Server
2003 environment, you need to have all plans the resource is assigned
to open for them to be leveled.

Mark