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Resource Analysis Layouts

The document provides instructions for setting up two spreadsheet layouts in Microsoft Project: a resource spreadsheet layout to show overallocated resources across all projects, and a resource profile layout to analyze a single overallocated resource across current projects. The resource spreadsheet layout shows overallocated units and all projects. The resource profile layout filters to a single resource, and displays budgeted, actual, and remaining units with overallocation limits.

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Sachin Patil
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297 views4 pages

Resource Analysis Layouts

The document provides instructions for setting up two spreadsheet layouts in Microsoft Project: a resource spreadsheet layout to show overallocated resources across all projects, and a resource profile layout to analyze a single overallocated resource across current projects. The resource spreadsheet layout shows overallocated units and all projects. The resource profile layout filters to a single resource, and displays budgeted, actual, and remaining units with overallocation limits.

Uploaded by

Sachin Patil
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOC, PDF, TXT or read online on Scribd
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P3e Resource Analysis Layouts

Spreadsheet Layout (For use in finding overallocated resources)


Edit, User Preference, Resource Analysis tab, select All closed projects (except what-if projects) and select Remaining early dates and set the time interval for Day. Close User Preferences and Click the Resource Spreadsheet icon.

Next, redefine the bottom right spreadsheet layout:

1. From the Display drop down, make sure Show All Projects checked. 2. From the Display drop down, Spreadsheet Fields, select Customize. 3. In Selected Options, choose only Overallocated Units.

Next, redefine the bottom left spreadsheet layout: 1. 2. 3. 4. From the Display drop down, Select View, choose Resource. From the Display drop down, Filter By, choose Current Projects Resources. From the Display drop down, Table Font and Row, adjust row height to 9. Save the layout. Any numbers in the spreadsheet now show the overallocated amounts for resources in all of their projects.

Profile Layout (For use in working with a single overallocated resource)


First, Click the Resource Profile icon. Next, redefine the bottom left profile layout.

1. From the Display drop down, Select View, choose Resource. 2. From the Display drop down, Filter By, choose Current Projects Resources. 3. Group and Sort as desired.

Next, redefine the bottom right profile layout: 1. From the Display drop down, make sure Show All Projects unchecked. 2. From the Display drop down, Resource Usage Profile Options, Data tab, select Units. 3. From the Display drop down, Resource Usage Profile Options, Data tab, select Budgeted, Actual, and Remaining Bars. 4. From the Display drop down, Resource Usage Profile Options, Data tab, select Show Limits and Show Overallocation. 5. From the Display drop down, Resource Usage Profile Options, Graph tab, select (or deselect) Show Legend.

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