Resource Allocation

I

idvr

HI,
I've a problem with the resource allocation percentage. I've created
three tasks and assigned them to a resource. When I look at the
allocation percentage it looks like each task has a different 100%. For
example task 1 takes 5d (40h) and has a 11% allocation which resolve to
363 hours for that month for the resource. Task 2 takes 16d (128h) and
has 36% which resolve to 355 hours for that month (same one as task 1).
how can that be?
How does projects calculates the allocation percentage?

thanks
 
J

JulieS

Hello IDVR,

What is the work for each task? A 5 day duration task with a
resource assigned at 11%, should be 4.4 hours of work where:

Duration * Units = Work

Or, to solve for Units - Work/Duration or 4.4/40 = .11

A 16 day duration task with a single resource assigned at 36% =
46.08 hours.

Or: 46.08/128 = 0.36

I'm not sure why you are working with a month duration -- neither
task duration is a month.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project
 
I

idvr

Julie,
Thanks for the quick reply.
I've added a screenshot to clarify what I mean.
I want to see the percentage a task takes from the resource overall
time in month. For example - if a resource works for 20d in a specific
month and is assigned for a task that should take 5d in that month then
the allocation percentage should be 5/20 = 25%.
 
J

JulieS

Hi,

Sorry, your screen shot doesn't come through in the microsoft
newsgroup, so I can't see what you are referring to. However, see
if this helps. Show the Resource Usage view and add the Percent
Allocation field to the right (timescaled) side of the view. Then
use the zoom out button on the toolbar to zoom out and show month in
the top part of the timescale.

The percent allocation is calculated based upon the assigned work
(not task duration) divided by the resources work capacity * 100.
Be aware that if you've set the resource's max. units at a number
other than 100% -- that is the resource's "work capacity".

Julie
 
I

idvr

Thanks for the quick response.
Its what I need but I have a few more questions about it:
1. Where can I see the resource work capacity?
2. I need to find these values in the DB. I assume that the assigned
work is the work column in the assignment table. If an assignment speard
over more than one month, how can I divide it correctly?
 
P

paul

HI,
I've a problem with the resource allocation percentage. I've created
three tasks and assigned them to a resource. When I look at the
allocation percentage it looks like each task has a different 100%. For
example task 1 takes 5d (40h) and has a 11% allocation which resolve to
363 hours for that month for the resource. Task 2 takes 16d (128h) and
has 36% which resolve to 355 hours for that month (same one as task 1).
how can that be?
How does projects calculates the allocation percentage?

thanks

--
idvr
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example task 1 takes 5d (40h) and has a 11% allocation which resolve to
363 hours for that month for the resource.

From your text, I've inferred that the work (effort) is 40 hours (man-
hours if you want to be more specific). If the allocation is 11% then
the duration MUST be 363 hours (of calendar/business time) to
accomplish the work. At all times, the equation Work = Duration *
Allocation must be satisfied.

The phrase "for that month" doesn't make sense. The duration will be
363 h (45 days).

You have the freedom to pick only two of the three quantities.
Project will calculate the third. If you don't like its answer, you
should change one of the other two until the newly calculated third is
acceptable. Alternatively, change which values you're setting to the
ones you care about or by which you're constrained. For example, you
may have access to a resource 50% because they're on another project,
and you know the work is xx hours due to a bottom's up estimate. In
this case, you have no choice as to the duration; it is what it is
(calculated to be).

Paul
 
I

idvr

I'll be more specific.
I'm creating a report (external one) and need to add the allocation
percentage to it. I need to understand how projects calculates this
value.
 
J

JulieS

Idvr,

The resource's work capacity is a function of his/her working time
as defined in the calendar - double click on the resource's name to
view the calendar -- as well as the max. units. If a resource's
calendar indicates 40 hours of working time and the max. units is
50%, then the resource's capacity for work without causing
overallocation is 20 hours in that week spread evenly at 30 minutes
for every 1 hour defined as working time.

To understand how and where things are stored in a project database
see the file pjdb.htm which is stored on your computer.

Julie
 
I

idvr

Juile,
Sorry to bother but I'm still confused.
I've created a task which last 4 days (32h) in this month (april). I've
assigned the task to one resource. The resource max. units are 100% so
for every week in this month he works for 40h total of 176 for the
month.
The resource allocation percentage are 9%. How do I get this number?
32 hours from 176 are 18% not 9%.
 
S

Steve House

His assignment percentage is not the number of hours he's working compared
to the number of hours he could work in the month (or the week or any other
time unit). Instead it is the number of man-hours of Full Time Equivalent
work he accomplishes compared to the number of working time clock hours he
takes to do it. Get's 4 days of FTW work done in 4 working days, his
percentage is 100%. If he takes 8 days to get done the amount of work he
COULD have done in 4 days if he gave it his full attention, his assignment
percentage is 50%. The percentage is the RATE at which clock-time is
converted to work output.

You said the task "lasts 4 days." My interpretation of that remark is that
if the task begins, say, at the start of the day on Monday morning, it would
be finished at the end of the day on Thursday afternoon. If to get it done
in that time frame your resource has to work on that task exclusively, he is
assigned 100%. Hs is doing 32 man-hours of work over a time span of 32
working time hours. What other hours he works in the month, even whether
or not he works AT ALL in the rest of the month, is completely irrelevant.
Anything outside the 4 days time span where the physical activity of the
task is taking place is of no concern.

Where did the 176 come from - it the workday is 8 hours, an average month
contains 160 working-time hours.

Where your 9% is coming from is a mystery. If the task lasts 4 days and the
resource is assigned 9%, that means the FTW work required is 2.88 man-hours.
That means that if your resource could give the task at hand his full
attention, in other words give it 100% effort, for less than 3 hours, he
could get it done in a single afternoon with plenty of time to spare for
water cooler gossip. Why are you letting him dilly-dally around so much
<grin>?
 
I

idvr

Sorry the more answers I get the more confuse I'm.
I'll try a different angle:
To see the allocation percentage I'm viewing the "resource usage", then
double clicking somewhere in the data area and add the allocation
percentage field. It would help me to understand what 100% of resource
allocation means.
 
S

Steve House

Sorry, I misunderstood what you were looking at when I sent my previous
post. There are two different "allocations" - the allocation percentage on
individual task assignments allocation percentage and the total usage
allocation during a given time period.

An assignment allocation of 100% means that he is devoting his full,
undivided attention to the job at hand. I'm painting a room. Working at a
normal pace I can apply 10 square feet per hour. The walls total 400 square
feet, thus it requires 40 man-hours of labour. If I start Monday and have
no distractions, I'll finish the room Friday afternoon, 40 working time
hours later. But if I'm shooting the breeze with a buddy at the same time,
I'll work slower. If I talk 50% of the time and paint 50% of the time, it
will take me 2 weeks to do that same 400 square-foot room. The total work
is still 40 man-hours but the time to do it will expand to 80 working time
hours. I'm allocated 50% to the painting task. Remove the buddy from the
picture and add another painter to work alongside me. We still must do 400
square feet and 1 hour of 1 painter's time still accomplishes 10 square
feet. There's still 40 man-hours of work to be done. But now we have two
painters, each working 100%, so we get 2 man-hours of work done for every
clock hour that passes. The total resource allocation is 200% and we get
the job done in a total of 20 hours.

The resource allocation numbers you see in the resource usage view are
interpreted slightly differently. Instead of dealing with the ASSIGNMENT
percentages, they do deal with the total man-hours the resource is committed
to compared to the total man-hours he's available during the time period
specified by the smallest division of the timescale.

Create a project, set its start date to May 3 and put a single 5-day task in
it. Create resource Joe and assign him to the task at 100%. Go to the
resource usage view and add the "% Allocation" line. With the default
settings you should see Weeks and Days as the tiers in the timescale. You
should see Joe scheduled to work 8 hours per day for one week and his
allocation percentage day-by-day should be 100% each day. Switch to the
Gantt chart and display the assign resource dialog. Edit his assignment
percentage to 50%. The duration will change from 5 days to 10 days. Return
to the Usage view. Now you'll see 4 hours per day listed, the duration will
be 2 weeks, and his allocation will be 50% each day. Note thatat 50% he's
still working the entire day but he's only getting 4 hours of FTW work
accomplished each day. Right click on the timescale, choose "timescale".
Set the middle tier to quarters and the lower tier to months. In the month
of May he will be working 40 hours and his allocation will now read 24%,
because he's working a total of 24% of the total hours he's available during
the month of May. Add another 5-day task, link it FS from the first one,
and assign Joe to it at 100%. Back in the usage view you'll see he's
40hours/24% on the first task, 40hours/24% on the second task, and
48hours/48% in total. Go to the Project menu, Project Information dialog
and change the Project Start date to April 27th. This pulls both tasks back
a week. The usage view now shows 16 hours/9% done in April on the first
task, none on the second with a total for the month of 16h, 9% of April's
total possible hours. May shows 24h, 14% of the available total on the
first task, 40 h, 24% of the total hours for the second task, and a total
for both of 64h, 38% of the available work hours in the month. Now go back
to the default timescale settings with a middle tier of weeks and a lower
tier of days. You'll see the percentages change to reflect the number of
man-hours per day he's actually getting done compared to the number of
man-hours he could achieve each day.

Hope this helps
 
S

Steve House

See my previous post for details - In the Resource Usage view Project looks
at the smallest time unit setting of the timescale and adds up the total
hours the resource's calendar says he can work during that time period.
Then it looks at his actual task assignments and adds up the total man-hours
of work he's actually been assigned to do during the same time period.
Dividing the latter by the former yields the allocation percentage for that
time period.

Make sure you clearly appreciate the difference between DURATION time hours
and WORK effort man-hours. Even though they both are measured in hours, they
are NOT the same thing. Duration is the amount of time between when work
begins on a task and when it ends, all non-working time, as defined by the
calendar, subtracted. A task that starts at 8am and ends at 5 pm has a
duration of 8 hours (allowing an hour for lunch). WORK is a measure of the
effort the resource puts in, expressed as man-hours. One resource working
full-time on an 8-hour duration task does 8 man-hours of work. One resource
working 8 hours on a task at 50% effort does 4 man-hours of work during the
8 hours of duration. Two resources working together on an 8-hour duration
task do a total of 16 man-hours of work. Duration measures time. Work
measures sweat.
 

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