Lesson 8.2. Identifying Resource Overallocation
Figure 8-3. In Resource Sheet view, overallocated resources appear in red.
Figure 8-4. In Resource Graph view, overallocated units for the resource appear in red.
A project can be quickly thrown off balance if you have resource overallocation. Overallocation arises when the number of units or hours assigned to a resource are greater than the maximum number of hours available during that time period. For example, if you assigned a resource to three tasks at the same time at 100 percent, that would be an overallocated resource. It's better to recognize overallocated resources early in the project rather than after deadlines have been missed.
You can view overallocated resources in Resource Sheet view, Resource Usage view, Resource Allocation view, and Resource Graph view. In this lesson, we will balance two overallocated resources in the project.
Select View The Resource Sheet appears. The overallocated resources appear in red, as indicated in Figure 8-3.
This is probably the easiest place to spot an overallocated resource. But this view doesn't tell you where the resource is overallocated or what tasks the resource is assigned to at the time of the overallocation.
Select the Melissa Peterson resource. Select View You are now in Resource Graph view.
Scroll to find the resource's overallocated dates in the graph. In this case, we'll take a shortcut and jump to the resources using the Go To dialog box.
Select Edit 4/11/06 in the Date box. Click OK.
The dialog box closes, and the chart displays the overallocated units for the resource, as shown in Figure 8-4.
Once you identify resource overallocation, you should fix it. You can do this by using automatic leveling, by manually delaying resource work, by scheduling resource overtime (which you did in the previous lesson), or by assigning resource work to other resources.
Tip: To change resource allocation monitoring, select Tools Resources from the menu.
TO VIEW RESOURCE OVERALLOCATION:
VIEW THE PROJECT IN A RESOURCE VIEW (RESOURCE SHEET VIEW, RESOURCE USAGE VIEW, RESOURCE ALLOCATION VIEW, OR RESOURCE GRAPH VIEW).
FIND THE RESOURCES HIGHLIGHTED IN RED. OVERALLOCATED RESOURCES ARE ALWAYS HIGHLIGHTED IN RED.