On "fixed unit" task, changing units = recalculated WORK?

N

novasource

I just created a project from scratch using Microsoft Project 2003 SP2.
The only fields that I modified are Task Name, Duration, and
Predecessors.

When I show the Work column, I noticed that the value for every entry
in Work is 0 except for the Work value of summary tasks. (In those
cases, the work is the "hours" equivalent to the summary task's
duration.)

If I assign a resource with 50% available units, my duration stays the
same, but Work changes from 0 to 50% of duration. For example, if I
have a task with a duration of 4 hours, the work goes from 0 to 2 hours
if I assign a resource with 50% units.

I noticed that if I enter the same value time length into Work and
Duration, then Project works as expected: assigning a 50% units
resource means duration is 200% of the work. For example, if Work and
Duration are both 4 hours, then assigning a 50% units resource changes
Duration to 8 hours.

Is this correct behavior?

This is my second major project that I have handled with Microsoft
Project, and I have to say that this is "yet another example" of how
this product is a sorry excuse for a project manager. It has an
unintuitive, abysmal interface. There is no reason why duration should
stay the same but work changes if I only use some of the fields
presented by default (as mentioned above, task name, duration, and
predecessors) and then assign a 50% resource. Either this is a major
bug, or this is a major shortcoming in the interface/yet another
unintuitive feature.
 
J

John M.

I recommend you take a look at a couple tutorials that Mike Glen wrote
(http://tinyurl.com/2xbhc). Particularly # 11. It describes the Task Type
and Effort Driven attributes which are fundamental to using MS Project.

The one behavior that didn't make sense in your message is when the work was
0 for the tasks but was equal to the duration for the summary task. This
would only occur if you assigned resources to the summary task - which should
never be done.

John M.
 
J

Jan De Messemaeker

Hi,

Everybody's intuition is a little bit different; a software can only abide
by strict rules not by anybody's intuition.
This does not mean I wouldn't change anything to the Product if I could, but
especially in the area you mention logic is very strict.
And you DID input resources to the summary tasks, if not they would also
have shown work = 0.

HTH
 
N

novasource

And you DID input resources to the summary tasks, if not
they would also have shown work = 0.

Nope. I have 102 tasks, including summary tasks, and I only have a
resource assigned to 5 non-summary tasks. In every case, all the tasks
have Fixed Units and no value entered into the Word field (hence
leaving the default Work at 0), and assigning the resource adjusts the
Work field, not the Duration field.
 
N

novasource

Thanks for the link. I am already aware of what it is trying to say.

Go down to that table that's about 2/3 of the way down that page: if
"field that you change" is "Units," and the task is "fixed units," then
"Duration is recalculated."

In my case, Work is being recalculated, not Duration.
 
J

Jan De Messemaeker

That table is when you MODIFY an assignment, not when you create one.
I gave the solution; did it work?
 
A

aren

Thanks, but I am not sure I see the difference. "Creating" a resource
assignment is a form of "modifying" the task's resource assignment.

Again, I am doing something wrong by expecting Project to leave my task
duration alone when I create/modify/whatever an assignment?

I appreciate your help, but I am not sure I see where you gave a
solution? Are you talking about where you suspected I was assigning
resources to summary tasks? (I wasn't.)
 
J

John M.

You may also want to read through article # 10 on Mike Glen's series at
http://tinyurl.com/2xbhc It discusses the behavior of tasks as additional
resources are assigned based on the Effort Driven indicator. There is a
difference between modifying the assignment units and creating a new
assignment. If you assign another resource to a fixed unit task that is
effort driven, it will keep the total work constant and therefore reduce the
duration (as more people will now be dedicated to completing the same amount
of work). On the other hand, if a task is not effort driven, then assigning
more resources will not change the duration but will increase the total
amount of work.

John M.
 
S

Steve House [Project MVP]

"Work" as a metric is only meaningful in the context of a resource
performing an activity because "man-hours" are a measure of the sweat-effort
expended by a resource in producing the task's deliverable. Until resources
are assigned, a task entry with a duration of X days has an indeterminate
amount of work assocated with it. When you assign resources, Project
assumes that whatever resource units you assign to the task is what you had
in mind when you set the task's duration estimate in the first place and
computes the equivalent work that will be expended by that assignment. Only
after resources are assigned will all three of the terms of the work
equation be populated and the recalculation algorithm take control. Thus on
the *initial* resource assignment duration will not change. On subsequent
edits, however, whenever one of the three terms is manually changed, another
term must also change in order to keep the equation in balance. The
mathematical identity W=D*U must always remain true without exception. When
you edit any one of those values, one of the remaining terms will be held
constant while the other remaining term will be recalculated so the identity
remains intact. The term you wish to hold constant in that calculation is
controlled by the task type setting. But also, if you have defined the task
to have a type of "Fixed X" and then proceed to edit term "X," Project must
make an assumption of which of the two remaining terms is to be held
constant and which is to be recalculated.
 
A

aren

(Grand summary: Project 2003 has a buggy/incorrect/defective way of
filling in the initial Work value for tasks 1. that did not previously
have a Work value and 2. for which a new assignment was made into a
blank assignment ("Resource Names") field where the assigned resource
has an availability other than 100%. The workarounds are cumbersome.)

The more I look at this, the more I am convinced that Project 2003 has
a major bug. Here’s how you can reproduce the problem.

Create a blank, new project with tasks A-C with 2 hour durations. All
are first level tasks, so their WBS numbers are simply 1-3. All you
should have changed are the Task Name and Duration fields.

Create three resources: 1, 2, and 3. For each resource, double click,
go to General, go to the Units column of Resource Availability, and
type 75% for resource 2 and 50% for resource 3. (Resource 1 remains at
100%.)

Now go back to the task view. Assign resource 1 to task A, resource 2
to task B, and resource 3 to task C.

What SHOULD happen: since the Work field (which is hidden by default)
had no value previously, the Work field should take on the value of the
duration field, the duration should stay at 2 hours for task A, and it
should increase for tasks B and C.

What DOES happen: the durations stay the same, but the work goes to 16
hrs, 12 hrs, and 8 hrs, respectively.

Only in some weird alternate universe do work requirements drop when
your resources don’t have 100% availability. Since Project is
assuming the properties of a weird alternate universe and not of Earth,
I call this a big fat BUG.

Continue with the same project. Create tasks D, E, and F. "Unhide" the
Work column (right-click on Duration header and select Insert Column.)
Set each of these tasks with work of 2 days (Project will probably
auto-convert them to 16 hours. That is OK assuming an 8 hour workday.
This is adjusted through ToolsOptionsCalendar.)

Now assign resources 1, 2, and 3 to tasks D, E, and F, respectively.

Now what you find is that the Duration columns now have the correct
values, but they are followed by a question mark, suggesting this is
only a guess on Project’s part. I understand the question mark to me
something along the lines of Project saying "be careful, I’m just
making a guess and you need to double check this value because it could
bite you in the butt later if you leave it."

Now create tasks G, H, and I. Don’t change anything but their Task
Name fields. Assign resources 1, 2, and 3 to these tasks. Notice how
the Work field again changes.

WORKAROUND A:
Assign the same value to Duration and Work. This seems to make Project
function properly. However, it requires you to do double entry. Not
only is that bad design (on the software maker’s part), it could
potentially cause data concurrency issues.

WORKAROUND B:
Assign all resources as 100%, then later go back and change them to
their actual %. This is very cumbersome as there is no automated way to
change the percents after you assign the resources.

WHY THIS IS A PROBLEM:
No well-designed software should require double entry of everyday data
like duration/work. That is flat out bad design.

But there are other issues.

It is a perfectly acceptable project formulation model to (1) assemble
an organized list of tasks, (2) give each task a duration, and (3) and
assign resources to the tasks using resources that have a unit
availability other than 100%. Without employing a workaround, you end
up with screwed up Work fields for any tasks that were assigned a
resource with any availability other than 100%. I would love it if my
task durations could shorten when I am not fully available, but the
world doesn’t work that way.

By excluding the Work field from the default view, Microsoft clearly
did not intend for you to have to enter values in the Work field under
normal circumstances. In theory, you should enter a default work value
into the Duration field of new tasks (assuming that resource
availability is assumed to be "like" 100% until a resource is
assigned), then reasonably expect Duration to change if you later
assign a resource with availability other than 100%.

My view is further backed up by Microsoft’s own information at
http://tinyurl.com/elj33. If you change the units on a Fixed Units task
(the default setting) and you change the Units, then the Duration
should change, not the work.

Note that I agree 100% with the W=D*U equation. I am not challenging
that. My beef is that Work should be assumed to be the same as Duration
if Work has not previously been filled out. Because Microsoft is not
following that basic rule, assigning a resource that is anything other
than 100% availability causes erroneous data, forcing the planner to go
back and fix all the Work fields. Project planners don't have to fix
Work fields for 100% resources, and they shouldn't have to fix them for
resources other than 100%.

This whole problem can be fixed if when a resource is assigned, any
Work field which has been previously unassigned (or is 0?) takes on the
exact value of the Duration field. (Note: this is the ONLY automatic
modification to the work field that should happen under normal
circumstances for "Fixed Unit" tasks.) After that, the Duration field
may be adjusted based on the available Resource Units.

To resummarize: Project 2003 has a buggy/incorrect/defective way of
filling in the initial Work value for tasks 1. that did not previously
have a Work value and 2. for which a new assignment was made into a
blank assignment ("Resource Names") field where the assigned resource
has an availability other than 100%. The workarounds are cumbersome.
 
A

aren

Thanks, but it appears that the issue is a Project bug. See my other
post on the subject.

A summary of the bug: Project 2003 has a buggy/incorrect/defective way
of
filling in the initial Work value for tasks 1. that did not previously
have a Work value and 2. for which a new assignment was made into a
blank assignment ("Resource Names") field where the assigned resource
has an availability other than 100%.
 
A

aren

I just though of another workaround. It has some drawbacks, though.

WORKAROUND C:
Select all tasks, and go to Task Information. In that dialog, assign a
dummy resource (that has 100% availability) to all tasks. Then as you
assign actual resources, Project will correctly adjust the task
Duration field instead of incorrectly monkeying with the Work field.

Potential problems with this workaround include:
1. You are assigning a resource to summary tasks, so you have to go
back and delete all those resources.
2. You may get weird time estimates until you fully assign "real"
resources because you have one dummy resource assigned to all tasks.
 
J

Jan De Messemaeker

Hi,

Don't step into information procssing if you don't see the difference
between creating something or modifying it once it has been crated.
In every transactional process there are 3 basic transactions: add, change,
delete (lesson 1)
If there are only 2 for you, I'm afraidf you're on your own.

HTH
 
J

Jan De Messemaeker

Who gave you the authority over the lab to decide what SHOULD happen?
This is how it is done, not just in 2003 but since the start of MS Project.

Noot that I feel happy about it, but that is how it is described in all
manuals so it is not a bug.

POSITIVELY: if in your little test you introduce a work column and fill in
the work befoire assigning the resource Project behaves the way you want.
HTH
--
Jan De Messemaeker, Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
For FAQs: http://www.mvps.org/project/faqs.htm
<[email protected]> schreef in bericht
(Grand summary: Project 2003 has a buggy/incorrect/defective way of
filling in the initial Work value for tasks 1. that did not previously
have a Work value and 2. for which a new assignment was made into a
blank assignment ("Resource Names") field where the assigned resource
has an availability other than 100%. The workarounds are cumbersome.)

The more I look at this, the more I am convinced that Project 2003 has
a major bug. Here's how you can reproduce the problem.

Create a blank, new project with tasks A-C with 2 hour durations. All
are first level tasks, so their WBS numbers are simply 1-3. All you
should have changed are the Task Name and Duration fields.

Create three resources: 1, 2, and 3. For each resource, double click,
go to General, go to the Units column of Resource Availability, and
type 75% for resource 2 and 50% for resource 3. (Resource 1 remains at
100%.)

Now go back to the task view. Assign resource 1 to task A, resource 2
to task B, and resource 3 to task C.

What SHOULD happen: since the Work field (which is hidden by default)
had no value previously, the Work field should take on the value of the
duration field, the duration should stay at 2 hours for task A, and it
should increase for tasks B and C.

What DOES happen: the durations stay the same, but the work goes to 16
hrs, 12 hrs, and 8 hrs, respectively.

Only in some weird alternate universe do work requirements drop when
your resources don't have 100% availability. Since Project is
assuming the properties of a weird alternate universe and not of Earth,
I call this a big fat BUG.

Continue with the same project. Create tasks D, E, and F. "Unhide" the
Work column (right-click on Duration header and select Insert Column.)
Set each of these tasks with work of 2 days (Project will probably
auto-convert them to 16 hours. That is OK assuming an 8 hour workday.
This is adjusted through Tools?Options?Calendar.)

Now assign resources 1, 2, and 3 to tasks D, E, and F, respectively.

Now what you find is that the Duration columns now have the correct
values, but they are followed by a question mark, suggesting this is
only a guess on Project's part. I understand the question mark to me
something along the lines of Project saying "be careful, I'm just
making a guess and you need to double check this value because it could
bite you in the butt later if you leave it."

Now create tasks G, H, and I. Don't change anything but their Task
Name fields. Assign resources 1, 2, and 3 to these tasks. Notice how
the Work field again changes.

WORKAROUND A:
Assign the same value to Duration and Work. This seems to make Project
function properly. However, it requires you to do double entry. Not
only is that bad design (on the software maker's part), it could
potentially cause data concurrency issues.

WORKAROUND B:
Assign all resources as 100%, then later go back and change them to
their actual %. This is very cumbersome as there is no automated way to
change the percents after you assign the resources.

WHY THIS IS A PROBLEM:
No well-designed software should require double entry of everyday data
like duration/work. That is flat out bad design.

But there are other issues.

It is a perfectly acceptable project formulation model to (1) assemble
an organized list of tasks, (2) give each task a duration, and (3) and
assign resources to the tasks using resources that have a unit
availability other than 100%. Without employing a workaround, you end
up with screwed up Work fields for any tasks that were assigned a
resource with any availability other than 100%. I would love it if my
task durations could shorten when I am not fully available, but the
world doesn't work that way.

By excluding the Work field from the default view, Microsoft clearly
did not intend for you to have to enter values in the Work field under
normal circumstances. In theory, you should enter a default work value
into the Duration field of new tasks (assuming that resource
availability is assumed to be "like" 100% until a resource is
assigned), then reasonably expect Duration to change if you later
assign a resource with availability other than 100%.

My view is further backed up by Microsoft's own information at
http://tinyurl.com/elj33. If you change the units on a Fixed Units task
(the default setting) and you change the Units, then the Duration
should change, not the work.

Note that I agree 100% with the W=D*U equation. I am not challenging
that. My beef is that Work should be assumed to be the same as Duration
if Work has not previously been filled out. Because Microsoft is not
following that basic rule, assigning a resource that is anything other
than 100% availability causes erroneous data, forcing the planner to go
back and fix all the Work fields. Project planners don't have to fix
Work fields for 100% resources, and they shouldn't have to fix them for
resources other than 100%.

This whole problem can be fixed if when a resource is assigned, any
Work field which has been previously unassigned (or is 0?) takes on the
exact value of the Duration field. (Note: this is the ONLY automatic
modification to the work field that should happen under normal
circumstances for "Fixed Unit" tasks.) After that, the Duration field
may be adjusted based on the available Resource Units.

To resummarize: Project 2003 has a buggy/incorrect/defective way of
filling in the initial Work value for tasks 1. that did not previously
have a Work value and 2. for which a new assignment was made into a
blank assignment ("Resource Names") field where the assigned resource
has an availability other than 100%. The workarounds are cumbersome.
 
S

Steve House [Project MVP]

You are incorrect at what you assume should happen. A task has a duration
of 2 days (16 hours). If you assign a resource at 100% over 2 day of
duration he will accomplish 16 man-hours of work. But if you only assign
him at 50%, only half of the duration is converted into useful work and he
achieves 8 man-hours of work over the 2 day duration. WORK IS INDETERMINATE
UNTIL THE RESOURCE IS ASSIGNED AND ONLYTHEN DOES THE AMOUNT OF WORK
REPRESENTED BY THE INPUT DURATION BECOME KNOWN , calculated by project based
on the known duration and the units assigned for the resource. As I said
before, whatever your resource assignment percentage is, Project assumes you
knew thats what the resource's availability was when you came up with the
duration estimate in the first place. It doesn't change your 2-day duration
when you assign resource Bob at 50% because it's logic say "When Aren said
this task would take 2 days to do, he knew Bob was going to be assigned and
he knew that Bob was only available 50% so his input reads 'Task X is
defined as requiring whatever work it will take for Bob at 50% to finish the
task in 2 days'"
--
Steve House [Project MVP]
MS Project Trainer & Consultant
Visit http://www.mvps.org/project/faqs.htm for the FAQs


(Grand summary: Project 2003 has a buggy/incorrect/defective way of
filling in the initial Work value for tasks 1. that did not previously
have a Work value and 2. for which a new assignment was made into a
blank assignment ("Resource Names") field where the assigned resource
has an availability other than 100%. The workarounds are cumbersome.)

The more I look at this, the more I am convinced that Project 2003 has
a major bug. Hereâ?Ts how you can reproduce the problem.

Create a blank, new project with tasks A-C with 2 hour durations. All
are first level tasks, so their WBS numbers are simply 1-3. All you
should have changed are the Task Name and Duration fields.

Create three resources: 1, 2, and 3. For each resource, double click,
go to General, go to the Units column of Resource Availability, and
type 75% for resource 2 and 50% for resource 3. (Resource 1 remains at
100%.)

Now go back to the task view. Assign resource 1 to task A, resource 2
to task B, and resource 3 to task C.

What SHOULD happen: since the Work field (which is hidden by default)
had no value previously, the Work field should take on the value of the
duration field, the duration should stay at 2 hours for task A, and it
should increase for tasks B and C.

What DOES happen: the durations stay the same, but the work goes to 16
hrs, 12 hrs, and 8 hrs, respectively.

Only in some weird alternate universe do work requirements drop when
your resources donâ?Tt have 100% availability. Since Project is
assuming the properties of a weird alternate universe and not of Earth,
I call this a big fat BUG.

Continue with the same project. Create tasks D, E, and F. "Unhide" the
Work column (right-click on Duration header and select Insert Column.)
Set each of these tasks with work of 2 days (Project will probably
auto-convert them to 16 hours. That is OK assuming an 8 hour workday.
This is adjusted through Toolsïf Optionsïf Calendar.)

Now assign resources 1, 2, and 3 to tasks D, E, and F, respectively.

Now what you find is that the Duration columns now have the correct
values, but they are followed by a question mark, suggesting this is
only a guess on Projectâ?Ts part. I understand the question mark to me
something along the lines of Project saying "be careful, Iâ?Tm just
making a guess and you need to double check this value because it could
bite you in the butt later if you leave it."

Now create tasks G, H, and I. Donâ?Tt change anything but their Task
Name fields. Assign resources 1, 2, and 3 to these tasks. Notice how
the Work field again changes.

WORKAROUND A:
Assign the same value to Duration and Work. This seems to make Project
function properly. However, it requires you to do double entry. Not
only is that bad design (on the software makerâ?Ts part), it could
potentially cause data concurrency issues.

WORKAROUND B:
Assign all resources as 100%, then later go back and change them to
their actual %. This is very cumbersome as there is no automated way to
change the percents after you assign the resources.

WHY THIS IS A PROBLEM:
No well-designed software should require double entry of everyday data
like duration/work. That is flat out bad design.

But there are other issues.

It is a perfectly acceptable project formulation model to (1) assemble
an organized list of tasks, (2) give each task a duration, and (3) and
assign resources to the tasks using resources that have a unit
availability other than 100%. Without employing a workaround, you end
up with screwed up Work fields for any tasks that were assigned a
resource with any availability other than 100%. I would love it if my
task durations could shorten when I am not fully available, but the
world doesnâ?Tt work that way.

By excluding the Work field from the default view, Microsoft clearly
did not intend for you to have to enter values in the Work field under
normal circumstances. In theory, you should enter a default work value
into the Duration field of new tasks (assuming that resource
availability is assumed to be "like" 100% until a resource is
assigned), then reasonably expect Duration to change if you later
assign a resource with availability other than 100%.

My view is further backed up by Microsoftâ?Ts own information at
http://tinyurl.com/elj33. If you change the units on a Fixed Units task
(the default setting) and you change the Units, then the Duration
should change, not the work.

Note that I agree 100% with the W=D*U equation. I am not challenging
that. My beef is that Work should be assumed to be the same as Duration
if Work has not previously been filled out. Because Microsoft is not
following that basic rule, assigning a resource that is anything other
than 100% availability causes erroneous data, forcing the planner to go
back and fix all the Work fields. Project planners don't have to fix
Work fields for 100% resources, and they shouldn't have to fix them for
resources other than 100%.

This whole problem can be fixed if when a resource is assigned, any
Work field which has been previously unassigned (or is 0?) takes on the
exact value of the Duration field. (Note: this is the ONLY automatic
modification to the work field that should happen under normal
circumstances for "Fixed Unit" tasks.) After that, the Duration field
may be adjusted based on the available Resource Units.

To resummarize: Project 2003 has a buggy/incorrect/defective way of
filling in the initial Work value for tasks 1. that did not previously
have a Work value and 2. for which a new assignment was made into a
blank assignment ("Resource Names") field where the assigned resource
has an availability other than 100%. The workarounds are cumbersome.
 

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