Join Bonnie Biafore for an in-depth discussion in this video Finding overallocations at a high level, part of Managing Resource-Constrained Projects with Microsoft Project.
- Project has several tools that help you find overallocated resources. Let's start by looking for overallocations at a high level, that way we get a rough idea how much work it's going to take to even out workloads. On the View tab I'm going to turn off the Details check box and then click Resource Sheet. In the Resource Sheet view, I can see that some resources show up in red bold text and they have a warning indicator in the indicators column.
The red text and the warning icon are both telling you that the resource is overallocated. If you have tons of resources you can filter the list to see only the ones that are overallocated. On the View tab, go to the Filter box, click the down arrow. Because this a Resource view, we have the Overallocated Resources filter. Just click that and the list shrinks to show the five resources that are overallocated. In this example, if you look at the Group column, they overallocated resources are either part of the Crew or in the Carpenters group.
Now that we've seen the five that are overallocated, let's remove the filter. Back up in the Ribbon, go to the Filter box, click that down arrow, and choose No Filter, and we're back to the full list. Now let's head back to the Gantt Chart to look at the tasks that are causing the problems. On the View tab I can click the top half of the Gantt Chart button. In the Gantt Chart view, we have the entry table applied and that has an indicators column. The tasks that have overallocated resources show up with a red icon that says that there are overallocated resources.
By scrolling through the list, we can see that we're in luck. There are only five tasks that are causing problems. There you have a couple of ways to find overallocated resources and the tasks that create the problems. Other movies show you how to dig into overallocation details.
Taught by expert project manager Bonnie Biafore, this course first shows how to create a resource plan to see if a project is feasible given the available resources. Then learn how to schedule project resources, assign them to tasks, check for overallocations, and resolve issues with techniques like substituting resources and extending and delaying tasks. Once the plan is established and work is ready to start, Bonnie shows how to execute the schedule by setting a baseline, entering actuals for the project, and recording overtime.
Note: This course was designed in collaboration with author John Riopel.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Developing a project resource plan
- Replacing and substituting resources
- Tracking down overallocations
- Assigning contractors to offload work
- Adding resources
- Leveling resources
- Recording project progress
- Assigning overtime