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Assigning partial resources

Antwoord Assigning partial resources

  • Mittwoch, 16. Juni 2010 19:46
     
     
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    I'm using a project resource which comes from our corporate project server.  Unfortunately, I only have 20% of that employee's time.  Is there a simple way to tell my project schedule that?  I can't modify his working hours as he's part of other projects as well, so I'm looking for a simple way to tell project that he can't go over 20% allocation.

    To make it even worse, his manager has said that he can't do more than 20% in any one week!  Most projects you'd do a little more this week, and a little less next week, and it averages out to that 20% over the quarter.  So ideally there'd be a way that I could tell project that this employee is not able to spend more than 8 hours in any one week on tasks, and have the schedule automatically modify accordingly.

    Help?

     

     

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  • Mittwoch, 16. Juni 2010 21:41
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    Scott --

    I'm assuming you are not using Project Server, since there is no mention of this in your question.  To solve your problem using the Microsoft Project desktop application, click View - Resource Sheet and then set the Max. Units value for the resource to 20%.  When you assign the resource to tasks in the Gantt Chart view, do not enter a Units value for the task assignment unless you want to enter a value less than 20%, and then make the assignment.  When you do not specify a Units value for an assignment, the software automatically enters the value from the Max. Units column in the Resource Sheet view.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

     
  • Mittwoch, 16. Juni 2010 21:46
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    Scott,

    There is not a way to set the "Max Units" value for a resource at the project level on a resource from the Enterprise Pool.

    This will be a bit more manual for you. You will need to only assign this person 8 hours a week. I would suggest, if possible, only assigning this person to a single 8 hour task per week. If the nature of the work makes that impossible then you will want to just be careful and watch the Resource Usage view and monitor his hours per week.

    --- Brian Kennemer
     
  • Mittwoch, 16. Juni 2010 22:10
     
     
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    "Resource Contracts" have been on my wish list to the Product Group for several years now.  Sadly, they have not yet made the cut.
     
  • Donnerstag, 17. Juni 2010 12:02
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    Hello,

    There is a way, you know, but it depends on one of the settings in Project Server: are you allowed to create your own base calendars?

    If yes, creta a base calendar having 8 hrs of work per week, and set it as the task calendar for all tasks this particular resource works on.

    Then (and I know many of my learned colleagues will be horrified) use Resource Leveling to ensure no two tasks of the resoruce coincide.

    HTH

     
  • Donnerstag, 17. Juni 2010 16:36
     
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    Hello,

    About the answer of Jan de Messemaeker: this will work fine, but only if no other resource is assigned to the tasks, since it creates a time constraint for the task rather than the resource.

    I suggest explicitely entering 20% while assigning the resource to a task and working with the task type "Fixed Units", to ensure it will not be recalculated in case of work or duration change.

    Of course this won't help you with parallel tasks. Use the view "Resource Usage" to monitor the resource assignement per week. If you don't want to be bothered with the resource assignements in other projects, uncheck "Load Resource Summary Assignments" while login into Project Server. This way you'll only see the assignements in your own project and it's easy to check this resource isn't assigned for more than 8 hours a week.

    If you use Resource Leveling, do it only after you've learned what it does and what all the options are for, or you're in for a real headache ;-)

     
  • Donnerstag, 17. Juni 2010 17:55
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    Hi,

    Should you work with percentages as Livia suggests, Resource Leveling cannot be used to achieve what you want. Sorry.

    Greetings,