You can create the resource hierarchy by leveraging a custom resource
outline code:
- Tools --> Customize --> Fields...
- Custom Outline Codes Tab
- Select Resource radio button
- Rename an unused outline code
- Define the code mask (how many levels in the hierarchy, the format, and
the separator value)
- Define the valide values in the hierarchy
You can then assign each resource to a node within this hierarchy. This can
be done by adding the new field to one of the resource views or by
double-clicking the resource and setting the value on the Custom Fields tab
of the resource information window.
To set the capacity/availability of each resource, you have a two places:
- Set the overall unit availability on the General tab of the resource
information window.
- Update the resource calendar to define the working times for the
resource on the Working Time tab of the resource information window.
To view the planned work (demand) relative to the resource availability
(supply) you can then use the resource usage views. To roll-up the
information based on your hierarchy, you can group the resources by the
outline code:
- Project --> Group By() --> Customize Group By...
- Select your custom outline code in the field name section
At this point, you can customize the timescale usage section of the screen
to display unit availability, work availability or remaining availability in
addition to work...based on what your preference is. You can also split the
screen and use the resource graph on the lower pane to visualize the data
that you select on the top pane. This will probably require some playing
around on your behalf to find your favorite view.
Good luck!
John M.