Objectives

q View resource workloads

q Locate resource conflicts

q Use automatic leveling to resolve resource overallocations

q Manually resolve resource overallocations

When making resources assignments to tasks, MS Project tries to schedule the appropriate work for that resource; however conflicts can arise if a resource is scheduled to perform more work than the resource can accomplish. These conflicts can occur as a result of a single or multiple task assignment and are often a case of overallocation of the resource. (You can also underallocate a resource). The problem then becomes how to resolve those conflicts. With MS Project, some of these conflicts can be solved automatically or manually.

For this lab, we will be using the MS Project Lab, MyLab4_XXX (where XXX are your initials) from where we left off in Lab 4. Included with this lab is an Addendum, where you can quickly check your project information prior to starting this lab.

Viewing Resource Workloads

Viewing resource workloads helps to identify to what extent a resource is overallocated or underallocated. When a resource is overallocated, the resource text is highlighted in red and a leveling indicator is displayed.

To view the workloads:

1. Log onto Windows.

2. Open your completed file MyLab4_XXX.mpp. Check the addendum at the end of this lesson to make sure your beginning file is correct.

3. Save asMyLab5_XXX.mpp, where XXX are your initials

4. From the Task tab and the Resource Views group, select Resource Usage.

This view shows each resource, total assigned for the entire project, each task the resource is assigned and total hours for each task, and on the right, a time graph showing the detail of how the work is divided up. (You may need to expand the columns and move the time graph to see all details).

5. Notice the resource, Systems Administrator, is highlighted in red. This resource is overallocated.

Also notice the icon to the left of Systems Administrator. This is the leveling indicator.

6. Select the Systems Administrator resource name.

7. On the Task Tab and the Editing group, click the Scroll To Task button.

8. The right pane timescale scrolls to the first work values for the resource.

9. Scroll the timescale (at the bottom of the scale) until you see work values high

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