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Resource Availability v Requirement Report

Mark ChapmanMember for 20 years 5 months
Created
10
3
0
I am trying to create a printed multiple project report where I can see the resource availability v loading v over loading and preferably by roles. I think this must be a common report but I can’t recreate it - I’m getting close.

10 replies

Oldest first
  1. 0
    Mark Chapman ·
    No suggestions?

    I have 2 best reports but neither are the complete package.

    1. Activity (all projects open) Gantt chart with resource usage spreadsheet with fields remaining units and you can see hours per week.

    problems:
    a - how do I tell what’s overloaded or underloaded? so no colours.
    b - cannot add fields like limit and overallocated.
    c - cannot copy and paste to excel or export.

    2.Use Tracking option - 6 windows though with top right either gantt or spreadsheet and bottom right spreadsheet. Bottom right spreadsheet fields: Available units, limit, overallocated and remaining.

    problems:
    a - cannot print bottom spreadsheet!
    b - cannot export to excel


    I maybe missing a trick here but someone must see a big flaw I am making. Is there another way I can see the resource fields (overallocation, limit, etc)? you would have thought they were availble in the activity screen.

    Cheers,

    Mark
  2. 0
    Ali Farhat ·
    What about the resource usage profile?
  3. 0
    Mark Chapman ·
    Which resource usage (RU)? I covered the activity RU in option 1.

    >1. Activity (all projects open) Gantt chart with resource usage spreadsheet
  4. 0
    Ali Farhat ·
    I am referring to Resource usage PROFILE not the activity usage.
    in this window you will view the usage of each resource accross a project or more than one project, for each resource profile you can view the allocated resource per time unit compared to the limit allowed and any overallocation will be displayed in red.
  5. 0
    Mark Chapman ·
    are we talking p5? Where do I find your resource usage profile? Within the "Activity" screen?
  6. 0
    Ali Farhat ·
    It is the "small blue man with grey and red histogram behind"
  7. 0
    Mark Chapman ·
    I take it you have P6 then?
  8. 0
    Ali Farhat ·
    yes I am, but it is available in P5 too...
  9. 0
    Mark Chapman ·
    For me I only see the RU under the Activity screen (as I have said 3/4 times now). I don’t see any red - is this a new feature of P6.
  10. 0
    Ali Farhat ·
    I just called a friend of mine using P5..he said that this feature is available in P5 too..
    ok, i dont know, but maybe it is disabled somewhere.

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