How do I filter for Overallocated Tasks in Project?

[Carlos Z]

Hi,

I'm beginning to level my resources, but I first want to know which tasks
have overallocated resources assigned to them so I can decide what priority
level to give them before leveling the project.
I first tried to set a filter for task overallocations, but that doesn't
help since only overallocations for the individual task show up (in my case
none, because, although during any given day there may be three tasks
assigned to Bob totalling 24 hours-- a definite overallocation-- each
individual task is not overallocated at 8 hours).
I also tried to filter for resource overallocations but that didn't help
since 1) it only works on resource views and, 2) it simply highlights the
resources which are overallocated without giving you a list of the tasks
which are creating the overallocations.
Finally I tried messing around with a custom filter but wasn't able to find
the right combination of fields and values to give the desired results.
If anyone has any suggestions I would really appreciate it.

Thanks,

Carlos

 

[Gérard Ducouret]

Hello Carlos,
A filter will not work for that, as you noticed.
Use the very interesting logic of "split" views in Project :
Views / More Views... / New... / Combination view
Top : Resource Graph
Bottom : Gantt Chart

the bottom pane (Gantt) only display the tasks assigned to the resource
above.
Use the "Go To Next Overallocation" button in the Manage resources tool bar.

Gérard Ducouret

 

[Carlos Z]

Hi Gerard,

Thanks for your suggestion. It is quite helpful, but I'm still surprise that
project doesn't have a way to filter for, or show JUST the tasks that are
overallocated. What I would like is to be able to, per resource, show only
tasks that are overallocated per day, so that, say you click the "next
overallocation" button, it would show a list of the 2 or 3 tasks that are
causing the overallocation on 6/26. Do you know if there is a way to do that?
Are there any split window combinations that would allow you to filter for
resource overallocations and get a list of the tasks causing overallocations
on a daily or weekly basis? I hope I'm not asking for too much, but is just
seems to me that project should be able to do that. Thanks so much in advance,

Carlos.