Thursday, June 21, 2012 3:15 PMWhen assigning a resource to a task, is there anyway of preventing that same resource to be assigned to a second task? Presently the resource can be assigned to a second task or even more. We would like for the resource to not be shown in the list of available resources if already assigned or simply not able to be selected for a second time.
Thursday, June 21, 2012 3:30 PMTo my best knowledge, it is not possible to apply such a restriction to any resource in Project desktop. --Regards.
Thursday, June 21, 2012 4:01 PMModerator
What version of Project are you using?
In Project 2010, the task will be immediately flagged in the indicator column if you assign a resource that causes an overallocation.
In both Project 2007 (i think) and in Project 2010 the assign resources dialog allows you to enter a value for work. Project will then filter only those resources who have availability to work the specified hours during the time frame of the selected task.
I hope this helps.
Friday, June 22, 2012 7:03 AMModerator
I agree with Project User that there is no way you can prevent this out-of-box, resource will always list in Resource Drop Down no matter what his allocation is.
Then as Julie suggested, keeping an eye on over-allocation indicator prior to assignment is only way to manually avoid overallocation, yet as previously said the resource will always list in the Resource Drop-down.
Sunday, July 01, 2012 4:03 PM
If I may jump into the middle of this... I agree that there is no way to prevent this, but you can filter on availability in the Assign Resource dialog box in both 2007 and 2010 (I believe this is what Julie was speaking about). This would at least show only those resources that have enough availability to meet the task assignment.
To access this option, select the task to have resources assigned then activate the Assign Resources dialog box (Resource Tab> Assign Resources). On the Assign Resources dialog box, click the "+" button next to "Resource List Options", then check the "Available to work" checkbox. Select the hours you require them to be available and the list will be filtered with only the resources that meet the criteria.
Hope this helps.
Gregg D. Richie, PMP, MCTS; Author, Microsoft Project 2010, Microsoft Official Academic Course Series
Sunday, July 01, 2012 7:50 PMModerator
On the other hand.... Why not enter the tasks and resource as you need - then level. Project will delay overallocated resources until the resource is available.
FAQs, companion products and other useful Project information can be seen at this web address: http://project.mvps.org/faqs.htm
Hope this helps - please let us know how you get on :)
MS Project MVP (97-11)
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- Marked As Answer by Mike GlenModerator Monday, August 13, 2012 8:14 PM