Allocating work resources across whole project?

[Lauchlan M]

Hi,

say I have a project schedule, and I want to allocate a project manager to
it at 40% time for the duration of the project.

I don't want to constrain this time by start and end dates - I want this
allocation to 'float' in a relative manner when I change the start date.

On top of that, I occasionally want to allocate specific tasks to the PM,
which should come out of the 40%. So if I allocate the PM to specific tasks
at 100% for 5 days, I don't want the PM to be over-allocated at 140% during
these days.

Similarly, I'd like to do the same kind of thing for a support person to
free up developer time - the support person would be allocated at 50% or
100% for the whole project, but still allocated against specific tasks.

What is the best way of approaching these kinds of requirements?

Thx,

Lauchlan M

 

[Lauchlan M]

say I have a project schedule, and I want to allocate a project manager to

it at 40% time for the duration of the project.

I don't want to constrain this time by start and end dates - I want this
allocation to 'float' in a relative manner when I change the start date.

On top of that, I occasionally want to allocate specific tasks to the PM,
which should come out of the 40%. So if I allocate the PM to specific tasks
at 100% for 5 days, I don't want the PM to be over-allocated at 140% during
these days.

Similarly, I'd like to do the same kind of thing for a support person to
free up developer time - the support person would be allocated at 50% or
100% for the whole project, but still allocated against specific tasks.

What is the best way of approaching these kinds of requirements?

Also, if I do this, what are the implications for tracking progress? I guess
I'd like to keep track of the PM or the Support hours used, so I know if I
have some hours up my sleeve to be used later by those resources if needed,
rather than just crossing them off on a time basis.

Any suggestions for the best way to go?

Thx,

Lauchlan M

 

[Jan De Messemaeker]

Hi,

As for the allocation, see my reply to the other question (FAQ 19)
You will have to do the elementary calculation yourself and assign the PM
only 60% to other tasks. Projecy bnever changes assignment units on a task
such as to fit with other tasks.
Hope this helps,

 

[Jan De Messemaeker]

Hi,

Enter timephased actual work in the Task Usage View
HTH