how to switch off resource overallocation indicator

[Elena Osipova]

could you please tell me - how to switch off the automatic emphasizing (red
bold font of the whole row and yellow indicator in indicator column) of
resources that have overallocation (in the Reource list, Resource usage
views)?

thank you in advance.
Elena.

 

[Mike Glen]

Hi Elena,

Welcome to this Microsoft Project newsgroup

Use resource levelling or any other method you prefer to remove the
overallocation.

FAQs, companion products and other useful Project information can be seen at
this web address: http://www.mvps.org/project/

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP

 

[Reid McTaggart]

Format > Text Styles > Item to Change: Overallocated Resources

-Reid

 

[Elena Osipova]

Thanks Reid! This what I was asking for.
Is it possible to switch off indicator as well?

BR
Elena

"Reid McTaggart" пишет:

 

[Elena Osipova]

Hi Mike, thank you for your answer, but I don't need to level resources, it's
impossible in this case. I just don't want to see them emphasized as it is
useless information for me. I want to switch off visual indicators of
overallocation - red bold font and yellow indicator on the left. Reid has
told me how to change font. Is it possible to remove yellow indicator as well?

Elena .

"Mike Glen" пишет:

 

[Mike Glen]

Hi Elena,

Reid is correct, but I'm not aware of the ability to turn off the indicator.
You can, of course, hide the whole column.

However, I find it strrange to have a project to which people are assigned
where you can accept overallocations. If you could tell us how you can get
a resources to work in two places at the same time, I'm sure we'd all be
interested! Can you explain?


Mike Glen
Project MVP

 

[Jan De Messemaeker]

Hi Elena,

You could set the Max Units for each resource to a value higher than their
highest allocation.
It's like blindfolding yourself, but that seems to be what you ask )

 

[JulieS]

Hi Elena,

You can hide the display of the indicator (within reason) by going to
Tools>Level Resources. Choose Month by Month in the "Look for
overallocations on a ... basis." As long as the overallocation is less than
a month, the indicator should disappear.

Hope this helps.

Julie

 

[Elena Osipova]

Hi Mike, I would be glad to share my situation and receive a qualified
comment on it.

However, there's nothing strange in it: organisation has three types of
projects - for-profit (of course, they are the principal ones),
administrative (in terms of Microsoft Project - vacations, illnesses,
business trips, telephone calls, etc.), and private projects. For-profit and
administrative projects form organisation's project portfolio. It is for
them, that we track resource load, durations and budgets. And level resources
only within project portfolio.

Private projects are the privilege of some managers who are authorised to
open new projects by their own - usually these are the projects of local
development of departments, systems, work on new ideas, etc. - they are
internal and can use resources only when they are free or volunteer to work
on these projects overtime.
In some sense these projects are virtual ones because many of them are just
personal plans and are executed in the heads of those managers.
For these projects their managers often assign resources (mostly themselves)
with serious overload (frankly speaking, I don't understand why for other
work they enter for example 8 hours per day and for their project it could be
10-16 hours per day). However, they have the right to operate with resource
assignments and I must accept the situation as it is.
My task is to separate private plans from project portfolio. With resource
leveling, portfolio analyser and other things it's OK, but even if I filter
the projects in Resource or Task usage views, I see the indicators for
resource overload for all projects of the organisation.

That's why I created my own indicators for project portfolio and want to
remove standard indicators that are useless for us.
Playing with resource availability like other people advised me is not
suitable in my case as I do track resource load and level resource basing on
their actual availability, but only for projects included in project
portfolio.

BR,Elena.

"Mike Glen" пишет:

 

[Mike Glen]

What version of Project are you using? My advice is to separate out the
private projects, make sure they are not connected to a pool of any sort and
treat them as individual projects. You can then concentrate on the real,
money-making projects and properly level them. What is presented for the
private projects is then left entirely to the individual privileged
managers, and I would try to have nothing to do with them


Mike Glen
Project MVP

 

[Steve House [Project MVP]]

How is it useless to be informed that your resources are scheduled to be in
two places at once and it's physically impossible for them to do what you
are asking of them? Overallocation means that you have someone scheduled to
do more work than there is time available for them to do it - you are asking
an individual to produce 10 or 12 hours worth of work in a single 8 hour
workday, for example. That's pretty important to know and absolutely
essential to resolve if you are going to have any prayer of having a
successful project.

 

[Elena Osipova]

Mike,

I'm using 2003 Project Pro + Server.
Is it possible to publish on the server projects that don't use resources
from a pool?

You're absolutely right, it's better to stay from those privileged managers
as far as possible . If they are able to publish their projects on the
server without using resources from a corporate pool, it will be a potential
solution.

It would be great if we can create a copy of a corporate resource poool to
use it for private projects (may be, a separate project file saved on a
server and used as a shared resource pool ? - as we did in previous MSProject
versions without resources pool options). If we have two different pools then
we'll be able to properly level resources in commercial projects but in the
case of necessity to analyse the total load of resources, taking resource
assignments information from both pools. will it work?

Thanks a lot,
Elena.


"Mike Glen" пишет:

 

[TA]

I think she wants to be able to assign her employees to do 80 hours of
work in one day (just like my boss) without having to see that pesky
red text.

Without going into a "font formatting" disccusion, couldn't she just
make her tasks all Fixed Duration, and turn off Effort Driven (either
task by task or in Tools - Options -Schedule)? And/Or maybe change her
Resources Max Units to be the correct perecentage? Ex: If you know they
have 10 projects going on, make them all 10%.

 

[Mike Glen]

Hi Elena ,

I thought so! I don't have a server so I can't continue with this
thread Try posting on the server newsgroup. Please see FAQ Item: 24.
Project Newsgroups. FAQs, companion products and other useful Project
information can be seen at this web address: http://www.mvps.org/project/.

Mike Glen
Project MVP

 

[Dip]

Hi Julie and Elena,

This is an interesting topic for me!! I am still indebted to persons like
Julie, Mike, and Jan who helped me selflessly in making me useful in using MS
Project professionally during the last year...

Well, now, I am having a hard time leveling resources after we have 14
persons working on more than 50 concurrent projects intertwined among the
resources.

I have noticed a new thing. The red font remains even after I have leveled
(level resources or manually) for some resources. Is it because I have
selected level (minute by minute)?

I am still to understand the part on the "yellow indicator" ?? Where is this
column?

Thank you,
Dip

 

[JulieS]

Hello Dip,

Nice to see you back again. It sounds as though the leveling cannot
resolve the overallocation with you resources. It could be that you
have the resource assigned at above his/her max. units. The
resource leveling command cannot fix overallocations that are caused
by that issue.

The indicator I mentioned in the earlier message appears in the
indicator column in the Resource Usage or Resource sheet.

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

Hi Julie and Elena,

This is an interesting topic for me!! I am still indebted to
persons like
Julie, Mike, and Jan who helped me selflessly in making me useful
in using MS
Project professionally during the last year...

Well, now, I am having a hard time leveling resources after we
have 14
persons working on more than 50 concurrent projects intertwined
among the
resources.

I have noticed a new thing. The red font remains even after I have
leveled
(level resources or manually) for some resources. Is it because I
have
selected level (minute by minute)?

I am still to understand the part on the "yellow indicator" ??
Where is this
column?

Thank you,
Dip

<snip > "JulieS" wrote:

 

[Dip]

Hello Julie,

Somehow my earlier reply did not go through!!

So you are saying that if a resource 'A' has max units of 30% and he or she
is allocated 4 hours, it may (for example) be overallocated according to this
rule or setting! Maybe so.... I have been able to level 12/14 resources now
instead of the 7/14 before. The remainder 2 resources still red seems to have
low max units (they normally have 20 - 40 % max units so that they may work
on multiple smaller jobs on a daily basis). Well, these last 2 are still red
in their total but no red hours on their individual hours or days.

Is that what you mean?

Thanks,
Dip

 

[JulieS]

Hello Dip,

If resource A has max. units of 30% and is assigned to a one-day
duration task with 4 hours of work, the assignment units must be
50%, which would cause the overallocation (name in red). You might
try adding the Peak Units field to the right side of the Resource
Usage view to help track it down.

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

 

[Steve House]

Bear in mind that the percentages do not really represent the proportion of
the resource's workday hours they are working on the task, they represent
how the resource converts hours of duration into hours of work. A resource
who works 8 hours a day and is available a maximum of 100% and who is
assigned to only 2 1-hour tasks on a certain day can still be overallocated
at a level of 200% if those 2 tasks happen to be going on at the same time.
What counts is the amount of work the resource must achieve in the amount of
time he has been given to do it. There's no way Joe Resource can do 2
man-hours of work during one hour of time on the clock. When you have a
resource at a maximum of 30%, it doesn't mean you have them for 2.5 hours
out of their 8 hour day. It means that because of other un-named things on
their plates, it will take them an entire workday day to do something they
could have done in 2.5 hours if you'd been able to clear away the
distractions and command their full attention.