Enterprise Resource Leveling

[Kevin Slane]

Let's say I want to allocate a resource to a task in my project. If I want to see how this would affect other projects across the enterprise, is it true I'd have to have each of those projects open at the same time?
I'm trying to figure out how Project Server can show me when a resource is overallocated across all projects the way Project can do within itself for one project.


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[HansH]

Hi Kevin,

No, you don't need to have each of those projects at the same time.

When opening Microsoft Project and connecting to the server, you need to
select the option 'Load Summary Resource Assignments'.
If this option is not available for you, try this:
- Open Microsoft Project
- Tools => Enterprise Options => Microsoft Office Project Server Accounts
- Select 'Manually control connection state' and click OK
- Close and re-open Microsoft Project

With 'Load Summary Resource Assignments' enabled, you can now navigate
to the Resource Usage view in your project. This will show you resource
allocations, not only in your project, but for all projects in the
enterprise.

Or, you can always view the information you need in Project Web Access.
In the Resource Center in Project Web Access, you have two options:
'View Resource Assignments' and 'View Resource Availability'. Take a
look at these options.

I hope this helps,
Hans

Projectopolis <http://msepm.hsquared.be>

 

[Jan De Messemaeker]

Hi,

To SEE overallocations, as Hans wrote, projectes don't have to be open.
But when you say in your Subject "Resource LEVELING" when resoruce leveling
Project woill indeed only move tasks from the projects that are OPEN.

HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
+32 495 300 620
For availability check:
http://users.online.be/prom-ade/Calendar.pdf

 

[.jussi]

Kevin, Hans,

I cannot find the post for the life of me, but I'm almost positive that not
very long ago one of the Project Experts people (Dale? Not sure) posted about
a serious bug in the summary assignments functionality making it unreliable
to say the least.

So be wary of what you see in the summary assignments - at the very least
verify that you are seeing correct numbers there.

- Jussi

 

[.jussi]

Ah, here we are. I am not insane.

http://www.microsoft.com/communitie...rver&tid=ed2ae5dc-363b-4505-8001-1b9eb6feac39

Hope that helps,
- Jussi

 

[Gary Chefetz]

Jussi:

That doesn't qualify as "proof of sanity." <g.

 

[Kevin]

Thank you Jussi,
I was actually looking for that very article. I read Hans' response a few
days ago and knew that I had read the same thing you did about this bug, but
didn't have an opportunity to respond at the time. So, I went back to look
for the article, and voilà, you had already posted it.

So, I guess that takes me back to my original question. If MSPE is
recommending that we uncheck the "Load Summary Resource..." box, how can I
see resource allocation across the enterprise?

By the way, Jan is right, I mentioned "leveling" in my thread title, but I'm
most concerned about SEEING these conditions as they happen. I can concern
myself with leveling after the fact.