Resource allocation

Hi Pete

I do this by putting a report togther using the tabular report wizard and then send the data to excel. I produce a labour and non labour report with resource limits. Once in excel you can tweak it and use conditional formatting to show over allocated in red (for example) and under allocated in green.

I hope this helps

Pete,

BEFORE LEVELING


AFTER LEVELING


Recommend you define all resource profiles you need and save them then just by scrolling horizontally if using MS Project, Vertically if using Spider Project that allows you to see several at the same time or in the way your software allows. It does not make any sense to manually select resources every time.

At times it is useful to use tabular display of the profiles as shown, it is a matter of preference but if you define all then it is only about scrolling your screen. The particular ways will depend on your software, as you can see scrolling profiles is kind of a standard functionality.

Best Regards,
Rafael

Rafael,
it could be even easier if to look at menu Report/Resource Overloads Bar and Resource Overloads Report. You will get special graphical and table reports on all overloads.
But don’t forget to run Resource Peak Workload calculation.
Besides overloaded resource may be highlighted in the Resource table.

Best Regards,
Vladimir

Vladimir,

Thanks a lot for your suggestions, I will explore them all, still new to me some of these functionalities.

I was trying to provide Pete with some suggestions with my memories of how Primavera Suretrak handles these profiles but I no longer have it on my computer as it is not compatible with Windows 7 plus there is no need to use hundreds of software packages, just use your best fit.

Suretrak was kind of limited as to the amount of profiles displays at the same time, up to a maximum of 1. But it provided a way to store several combinations and this is what Pete should look for, a way to overcome the limitation and should be not much of a miss. I am not sure but believe Primavera, similar to Spider Project, can store several resource profile definitions in a single layout (configuration in Spider language), you do not need a new layout for every new profile. It shall not be a big deal.

Pete,

After you figure it out how to define multiple resource profiles let me know how you can show on the same screen several resource profiles each based on different WBS definitions like for example a functional WBS and a responsibility WBS as I can do with Spider.

Guess I will never change, always loved debating, even with my shadow when no one is around.

Best Regards,
Rafael

Thank you very much to all of you fro providing me with your thoughts.
I will try some of the things that you have suggested and let you know how it goes.