MS Project Overallocated Resources Report

[Ed]

I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report will provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the tasks that
are actually overallocated without having to examine each individual task for
a particular resource and analyzing the start and end dates on each task in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned tasks with a
specific start and end dates. When a new work request comes in requesting a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he is, I can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[JulieS]

Hi Ed,

Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]

Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered. I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.

You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.

Hope this helps. Let us know how you get along.

Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report will provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the tasks that
are actually overallocated without having to examine each individual task for
a particular resource and analyzing the start and end dates on each task in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned tasks with a
specific start and end dates. When a new work request comes in requesting a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he is, I can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[Jerryinnc]

Julie:

Looking at Ed's question slightly differently. I like to function. But I
would like to look at those resources that are over allocated say at 150% or
more only. So that I can click next to get to them or only see the resources
with 150% allocation or more within the timescale that I am using(say per
month). Is there a way to do this?

Thanks for you help.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]
Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered. I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report will provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the tasks that
are actually overallocated without having to examine each individual task for
a particular resource and analyzing the start and end dates on each task in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned tasks with a
specific start and end dates. When a new work request comes in requesting a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he is, I can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[Ed]

Hi Julie,
This was great info. Thanks for taking the time to reply to my question.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]
Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered. I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report will provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the tasks that
are actually overallocated without having to examine each individual task for
a particular resource and analyzing the start and end dates on each task in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned tasks with a
specific start and end dates. When a new work request comes in requesting a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he is, I can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[JulieS]

Hi Ed,

Great, glad to hear it was helpful and thanks very much for the feedback.

Julie

Post by Ed
Hi Julie,
This was great info. Thanks for taking the time to reply to my question.

[Ed]

Hi Julie,
This was great info. Thanks for taking the time to reply to my question.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]
Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered. I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report will provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the tasks that
are actually overallocated without having to examine each individual task for
a particular resource and analyzing the start and end dates on each task in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned tasks with a
specific start and end dates. When a new work request comes in requesting a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he is, I can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[Jerryinnc]

Julie:

Looking at Ed's question slightly differently. I like to function. But I
would like to look at those resources that are over allocated say at 150% or
more only. So that I can click next to get to them or only see the resources
with 150% allocation or more within the timescale that I am using(say per
month). Is there a way to do this?

Thanks for you help.
--
Thanks for you help.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]
Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered. I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report will provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the tasks that
are actually overallocated without having to examine each individual task for
a particular resource and analyzing the start and end dates on each task in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned tasks with a
specific start and end dates. When a new work request comes in requesting a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he is, I can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[JulieS]

Hi Jerryinnc,

You could create a custom filter to view only those resources in the
Resource Allocation view who have a peak unit of 150% or greater.

To create the custom filter:
1) View the Resource Allocation view.
2) Choose Project>Filtered for>More Filters to show the More Filters dialog
box.
3) Click New... to open the Filter Definition dialog box.
4) Enter a name for the new filter.
5) In the Field Name column click the drop-down and choose the field "Peak"
6) Click the in Test column and select "is greater than or equal to"
7) Click in the Values column and enter 150%.
8) Click the OK button to close the Filter Definition dialog box and save
the custom filter and return to the More Filters dialog box.
9) Select the name of the new filter and click the Apply button. This
should show you only resources whose Peak Units for the entire project are
150% or above.

The Go To Next Overallocation button will now show you where the
overallocations are with those resources.

Hope this helps. Let us know how you get along.

Julie

Post by Jerryinnc
Looking at Ed's question slightly differently. I like to function. But I
would like to look at those resources that are over allocated say at 150% or
more only. So that I can click next to get to them or only see the resources
with 150% allocation or more within the timescale that I am using(say per
month). Is there a way to do this?
Thanks for you help.
--
Thanks for you help.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]
Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered. I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report will provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the tasks that
are actually overallocated without having to examine each individual task for
a particular resource and analyzing the start and end dates on each task in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned tasks with a
specific start and end dates. When a new work request comes in requesting a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he is, I can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[Jerryinnc]

Okay. Almost there. Let's say I want to also specify a date so that I can
filter 150% or greater for the month of September or Beyond. I cannot field
a field name that I can test against.
--
Thanks for you help.

Post by JulieS
Hi Jerryinnc,
You could create a custom filter to view only those resources in the
Resource Allocation view who have a peak unit of 150% or greater.
1) View the Resource Allocation view.
2) Choose Project>Filtered for>More Filters to show the More Filters dialog
box.
3) Click New... to open the Filter Definition dialog box.
4) Enter a name for the new filter.
5) In the Field Name column click the drop-down and choose the field "Peak"
6) Click the in Test column and select "is greater than or equal to"
7) Click in the Values column and enter 150%.
8) Click the OK button to close the Filter Definition dialog box and save
the custom filter and return to the More Filters dialog box.
9) Select the name of the new filter and click the Apply button. This
should show you only resources whose Peak Units for the entire project are
150% or above.
The Go To Next Overallocation button will now show you where the
overallocations are with those resources.
Hope this helps. Let us know how you get along.
Julie

Post by Jerryinnc
Looking at Ed's question slightly differently. I like to function. But I
would like to look at those resources that are over allocated say at 150% or
more only. So that I can click next to get to them or only see the resources
with 150% allocation or more within the timescale that I am using(say per
month). Is there a way to do this?
Thanks for you help.
--
Thanks for you help.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]
Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered. I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report will provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the tasks that
are actually overallocated without having to examine each individual task for
a particular resource and analyzing the start and end dates on each task in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned tasks with a
specific start and end dates. When a new work request comes in requesting a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he is, I can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[JulieS]

Hi Jerryinnc,

From the resource allocation view, look at the Date Range filter... it
filters for assignments between two dates you specify. I created a copy of
the filter, renamed it and added another AND condition with the filter for
Peak greater than or equal to 150%.

Does that do want you want?

Julie

Post by Jerryinnc
Okay. Almost there. Let's say I want to also specify a date so that I can
filter 150% or greater for the month of September or Beyond. I cannot field
a field name that I can test against.
--
Thanks for you help.

Post by JulieS
Hi Jerryinnc,
You could create a custom filter to view only those resources in the
Resource Allocation view who have a peak unit of 150% or greater.
1) View the Resource Allocation view.
2) Choose Project>Filtered for>More Filters to show the More Filters dialog
box.
3) Click New... to open the Filter Definition dialog box.
4) Enter a name for the new filter.
5) In the Field Name column click the drop-down and choose the field "Peak"
6) Click the in Test column and select "is greater than or equal to"
7) Click in the Values column and enter 150%.
8) Click the OK button to close the Filter Definition dialog box and save
the custom filter and return to the More Filters dialog box.
9) Select the name of the new filter and click the Apply button. This
should show you only resources whose Peak Units for the entire project are
150% or above.
The Go To Next Overallocation button will now show you where the
overallocations are with those resources.
Hope this helps. Let us know how you get along.
Julie

Post by Jerryinnc
Looking at Ed's question slightly differently. I like to function. But I
would like to look at those resources that are over allocated say at 150% or
more only. So that I can click next to get to them or only see the resources
with 150% allocation or more within the timescale that I am using(say per
month). Is there a way to do this?
Thanks for you help.
--
Thanks for you help.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]
Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered.
I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report
will
provide
all the tasks for a particular resource not just the ones that are actually
overallocated. I am looking for a report that will list only the
tasks
that
are actually overallocated without having to examine each
individual task
for
a particular resource and analyzing the start and end dates on each
task
in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track assigned
tasks for approx. 50 staff. Each person has multiple assigned
tasks with
a
specific start and end dates. When a new work request comes in
requesting
a
particular employee I need to easily determine if that resource or employee
is overallocated for a particular time period. If I find that he
is, I
can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[Jerryinnc]

YES. COOL. Is there any good books on how to work with Views, filters, etc?
--
Thanks for you help.

Post by JulieS
Hi Jerryinnc,
From the resource allocation view, look at the Date Range filter... it
filters for assignments between two dates you specify. I created a copy of
the filter, renamed it and added another AND condition with the filter for
Peak greater than or equal to 150%.
Does that do want you want?
Julie

Post by Jerryinnc
Okay. Almost there. Let's say I want to also specify a date so that I can
filter 150% or greater for the month of September or Beyond. I cannot field
a field name that I can test against.
--
Thanks for you help.

Post by JulieS
Hi Jerryinnc,
You could create a custom filter to view only those resources in the
Resource Allocation view who have a peak unit of 150% or greater.
1) View the Resource Allocation view.
2) Choose Project>Filtered for>More Filters to show the More Filters dialog
box.
3) Click New... to open the Filter Definition dialog box.
4) Enter a name for the new filter.
5) In the Field Name column click the drop-down and choose the field "Peak"
6) Click the in Test column and select "is greater than or equal to"
7) Click in the Values column and enter 150%.
8) Click the OK button to close the Filter Definition dialog box and save
the custom filter and return to the More Filters dialog box.
9) Select the name of the new filter and click the Apply button. This
should show you only resources whose Peak Units for the entire project are
150% or above.
The Go To Next Overallocation button will now show you where the
overallocations are with those resources.
Hope this helps. Let us know how you get along.
Julie

Post by Jerryinnc
Looking at Ed's question slightly differently. I like to function. But I
would like to look at those resources that are over allocated say at 150% or
more only. So that I can click next to get to them or only see the resources
with 150% allocation or more within the timescale that I am using(say per
month). Is there a way to do this?
Thanks for you help.
--
Thanks for you help.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also create a
resource overallocation on a single task by assigning the resource at above
maximum units.]
Because it is a combination of assignment units and tasks occurring at the
same point in time, the overallocated resource report is a tough one to use
for the purpose of resolving overallocation as you have discovered.
I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go To Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily show you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual overallocated
resources. For example the current overallocated resouce report
will
provide
all the tasks for a particular resource not just the ones that are
actually
overallocated. I am looking for a report that will list only the
tasks
that
are actually overallocated without having to examine each
individual task
for
a particular resource and analyzing the start and end dates on each
task
in
order to determine if the resource is actually overallocated. What I am
actually using MS Project for is more of a scheduling tool to track
assigned
tasks for approx. 50 staff. Each person has multiple assigned
tasks with
a
specific start and end dates. When a new work request comes in
requesting
a
particular employee I need to easily determine if that resource or
employee
is overallocated for a particular time period. If I find that he
is, I
can
either assign the additional task to another employee or move one of his
existing tasks to someone else.

[JulieS]

Hi Jerryinnc,

Glad to hear the suggestion worked and thanks for the feedback.

In the past I have used the "Using Project xx" books from Que publishers and
found them to be pretty good. You may also want to check out Mike Glen's
(Project MVP) site at:

http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23

Good luck and post again if we can assist.

Julie

Post by Jerryinnc
YES. COOL. Is there any good books on how to work with Views, filters, etc?
--
Thanks for you help.

Post by JulieS
Hi Jerryinnc,
From the resource allocation view, look at the Date Range filter... it
filters for assignments between two dates you specify. I created a copy of
the filter, renamed it and added another AND condition with the filter for
Peak greater than or equal to 150%.
Does that do want you want?
Julie

Post by Jerryinnc
Okay. Almost there. Let's say I want to also specify a date so that I can
filter 150% or greater for the month of September or Beyond. I cannot field
a field name that I can test against.
--
Thanks for you help.

Post by JulieS
Hi Jerryinnc,
You could create a custom filter to view only those resources in the
Resource Allocation view who have a peak unit of 150% or greater.
1) View the Resource Allocation view.
2) Choose Project>Filtered for>More Filters to show the More Filters dialog
box.
3) Click New... to open the Filter Definition dialog box.
4) Enter a name for the new filter.
5) In the Field Name column click the drop-down and choose the field "Peak"
6) Click the in Test column and select "is greater than or equal to"
7) Click in the Values column and enter 150%.
8) Click the OK button to close the Filter Definition dialog box and save
the custom filter and return to the More Filters dialog box.
9) Select the name of the new filter and click the Apply button. This
should show you only resources whose Peak Units for the entire project are
150% or above.
The Go To Next Overallocation button will now show you where the
overallocations are with those resources.
Hope this helps. Let us know how you get along.
Julie

Post by Jerryinnc
Looking at Ed's question slightly differently. I like to function.
But
I
would like to look at those resources that are over allocated say at 150% or
more only. So that I can click next to get to them or only see the resources
with 150% allocation or more within the timescale that I am
using(say
per
month). Is there a way to do this?
Thanks for you help.
--
Thanks for you help.

Post by JulieS
Hi Ed,
Usually a resource is overallocated because he/she is assigned to multiple
tasks and the assignment units together (Peak Units) exceeds the maximum
units for the defined resource. [Note: it is possible to also
create
a
resource overallocation on a single task by assigning the resource
at
above
maximum units.]
Because it is a combination of assignment units and tasks
occurring
at the
same point in time, the overallocated resource report is a tough
one
to use
for the purpose of resolving overallocation as you have discovered.
I
prefer to use the Resource Allocation view (display the Resource Management
toolbar and click the first button on the left.) Then use the Go
To
Next
Overallocation button to view each overallocation in turn. The Leveling
Gantt chart (bottom of the Resource Allocation view) will easily
show
you
the tasks which are causing the overallocation.
You may also add the overallocation (in hours) to the timescaled portion
(right side) of the view. Click Format>Detail Styles to add the
overallocation field to the view.
Hope this helps. Let us know how you get along.
Julie

Post by Ed
I need to modify or find a new report such as the existing overallocated
resources report which will provide me with only the actual
overallocated
resources. For example the current overallocated resouce report
will
provide
all the tasks for a particular resource not just the ones that are
actually
overallocated. I am looking for a report that will list only the
tasks
that
are actually overallocated without having to examine each
individual task
for
a particular resource and analyzing the start and end dates on each
task
in
order to determine if the resource is actually overallocated.
What
I am
actually using MS Project for is more of a scheduling tool to track
assigned
tasks for approx. 50 staff. Each person has multiple assigned
tasks with
a
specific start and end dates. When a new work request comes in
requesting
a
particular employee I need to easily determine if that resource or
employee
is overallocated for a particular time period. If I find that he
is, I
can
either assign the additional task to another employee or move
one
of his
existing tasks to someone else.