Unscheduled Tasks and Overallocation of Resources

[BrianOverallocated]

Unfortunately my organization often has unschedule tasks that need to add to
a project.

Two questions:

1. Is there a way for project to highlight newly added unschedule tasks in
relation to the baseline?

2. The above scenarion will cause an overallocation of resources. Is there a
way for project to display the overallocation in the Gantt Chart?

Thanks for you help.
Brian

 

[Andrew Lavinsky]

1) Sure, just create a custom field which flags any task with no baseline
start date. This will flag any task added after you baselined the project.

2) On the Gantt Chart, you won't be able to see overallocation, but you will
on the Resource Sheet. That will turn any overallocated resource red.

-A

 

[BrianOverallocated]

Thanks for help! How do I create a custom field to do the flagging compare to
baseline?

Also, is there a way to make the Baseline view my default when opening
project? Unfortunately the scenario I described is going to be the norm for a
while.

BTW, I'm trying to put this together "off the books" in order to make the
case for the obvious need for more strigent planning.

 

[Andrew Lavinsky]

No problem.

1) Custom Field: try creating a flag field with the following formula:

IIf([Baseline Start]=ProjDateValue("NA"),No,Yes)
Set the summary rollup option to "Or"


2) Default to the baseline view: Tools > Options > View, set the default
to Tracking Gantt



-A

 

[BrianOverallocated]

Thanks again. Is there a tutorial/reference for using Custom Fields? I have
several more questions and don't want to fill up the board with questions
that a good reference could answer...

1. Now that the Unschedule Task is displaying Yes/No, I'd like those task
marked as "No" to display with a red indicator.

2. Can I then have the Gantt Chart display the duration of those tasks in
Red based on the custom field formula.?

No problem.

1) Custom Field: try creating a flag field with the following formula:

IIf([Baseline Start]=ProjDateValue("NA"),No,Yes)
Set the summary rollup option to "Or"


2) Default to the baseline view: Tools > Options > View, set the default
to Tracking Gantt



-A

Thanks for help! How do I create a custom field to do the flagging
compare to baseline?

Also, is there a way to make the Baseline view my default when opening
project? Unfortunately the scenario I described is going to be the
norm for a while.

BTW, I'm trying to put this together "off the books" in order to make
the case for the obvious need for more strigent planning.

 

[Rob Schneider]

Brian

Best way to learn: Just go look at the custom defintion and "play".
Experiment.

For the flag field "Unscheduled Task", Menu: Tools/Customize/Fields,
pick that field, and look at bottom. Select "Graphical indicator". When
"no" display something that is red, or something else when not "no".

You can control the Gant Chart by right mouse clicking on the graphics
part and pick "Bar Styles". Click on "help" if you want to read about
it, but again ... to learn just play.

Thanks again. Is there a tutorial/reference for using Custom Fields? I have
several more questions and don't want to fill up the board with questions
that a good reference could answer...

1. Now that the Unschedule Task is displaying Yes/No, I'd like those task
marked as "No" to display with a red indicator.

2. Can I then have the Gantt Chart display the duration of those tasks in
Red based on the custom field formula.?

No problem.

1) Custom Field: try creating a flag field with the following formula:

IIf([Baseline Start]=ProjDateValue("NA"),No,Yes)
Set the summary rollup option to "Or"


2) Default to the baseline view: Tools > Options > View, set the default
to Tracking Gantt



-A

Thanks for help! How do I create a custom field to do the flagging
compare to baseline?

Also, is there a way to make the Baseline view my default when opening
project? Unfortunately the scenario I described is going to be the
norm for a while.

BTW, I'm trying to put this together "off the books" in order to make
the case for the obvious need for more strigent planning.

:

1) Sure, just create a custom field which flags any task with no
baseline start date. This will flag any task added after you
baselined the project.

2) On the Gantt Chart, you won't be able to see overallocation, but
you will on the Resource Sheet. That will turn any overallocated
resource red.

-A

:

Unfortunately my organization often has unschedule tasks that need
to add to a project.

Two questions:

1. Is there a way for project to highlight newly added unschedule
tasks in relation to the baseline?

2. The above scenarion will cause an overallocation of resources. Is
there a way for project to display the overallocation in the Gantt
Chart?

Thanks for you help.
Brian