When working with resources available to multiple projects, project managers and other activities there is a possibility of resources being over-allocated. In order to prevent that the Resource Analysis window can be used to analyze all resource demand and to find overload in the resource structure. In this window you can compare the total load with the total capacity for a resource or a resource structure.
The analysis main purpose is to uncover overload of resources, i.e., planning to use more resource capacity than is available. After the evaluation, you should try to remove the overloads, i.e., reschedule activities, assign more resources, or lengthen activities.
The resource activities can come from different sources in Projects, Maintenance, Human Resources and Manufacturing. It also consists of information as Planned time in minutes and hours and Start/Finish dates.
You can analyze the demand for a resource graphically and compare it to the capacity of the same resource. The demand can come from different sources in Projects, Maintenance, Human Resources and Manufacturing. Each such source has its own category in the graph:
| Category | Description |
| Project Categories | If you use project categories in the Parameters tab, they are used to group together all demand related to projects of that category |
| Project Planning | Project resource planning not related to analyzed project categories |
| Project Forecast | Demand from project forecast set as the active forecast |
| Task Management | Resource demand from maintenance activities, e g work orders |
| Training | Training activities for trainers and trainees, registered in Human Resources |
| Absence | Absence registered in Human Resources |
| Shop Order | Open shop orders that are not connected to projects in analyzed project categories |
| Production Schedule | Production schedule load calculated by the CRP |
| Proposed Manufacturing | Load calculated by the CRP for shop order requisitions, unreleased DOP, promise orders etc. |
| PM Action | Preventive maintenance actions |
None
None, except for the changes you make that are based on your evaluation.
1. Go to the Resource Analysis window.
2. In the parameter tab, choose the project or the forecast version you are interested in.
3. View the resource demand and capacity grouped by day, week, month, quarter and year by clicking on the tabs.
4. Look for overload periods.
5. You can also change the capacity definitions for the resource on the Capacity tab.