Resource Labour Planning
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Hi Ian,
If I understand your requirements correctly, what you are asking should be relatively staight forward.
You need to ensure that you have correctly configured your project defaults to do what you are aiming to do.
Without spending to much time on setting up a trial myself, Id say as a minimium you need to look at the following;
1) Ensure that you have correctly configured each of your resources default unit/time & max unit/time to match the the hours that they are actually able to work. e.g. 8hrs/day default, up to max 10hrs/day (inc OT)
2) Ensure that each individual resource calender is correctly set, as per the individual resources avaliablity including annual leave, etc. as it becomes known to you.
3) Set your activity type to equal resource dependant.
4) Set the budget to the activities (Id sugest that for this exercise, you do so in hours)
5) Assign your resources to the project and set their budgeted unit/time based upon their avaliablity... e.g. 4hr/d would = 50% of their time on that particular activity (Please note: You can also display this as a % by going to the edit... user preferences... time units tab, & selecting the show as a percentage radio button)
6) In the Projects view, decide if you want the resources to "drive activity dates by default" If this is checked it will push out the finish date of any activity where your resource(s) is/are overloaded.
7) In the activity window, use the resource assignments view to analyse each overloaded resource & adjust accordingly. ensure that you have the display: all projects view checked and that the " all closed projects (except what-if projects)" radio button is selected in the resource analysis tab of the user preferences window.
8) If required level the resources to prevent overloading(though I dont personally recommend this option)
In closing, based on what you are looking at doing & if your organisation isnt to big, you should investigate linking in to the Primavera timesheets application as it looks like your requirements would be a ideal fit
Hope this info helps
Kind Regards
Mark Porter