Evaluate Resource Usage

Explanation

When working with resources available to multiple projects and project managers there is a possibility of resources being over-allocated. There are several methods available for verifying the allocation of resources:

Use Resource Capacity Calculation to get exact calculations for all resource usage in the projects specified.
Use the Resource Allocation window to look at the activity's usage compared to total usage during the activity's period.
Use Primavera Project Planner to do scheduling and/or resource leveling according to resource limits, but only for one project at a time.

The evaluation's 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.

Prerequisites

None

System Effects

None, except for the changes you make that are based on your evaluation.

Window

Resource Capacity Calculation
Project Navigator/Resources
Resource Capacity Summary Graph
Projects

Related Window Descriptions

Resource Allocation
Resource Capacity Calculation
Project Navigator/Resources
Activity Resources
Resource Capacity Summary Graph
Projects

Procedure

To perform resource calculation:

Go to the Resource Capacity Calculation window.
Include the projects you are interested in.
Perform the calculation.
View the result for resources in the graph.
Look for overload periods, marked in red.
Decide on what to do with the overload periods.

To view resource allocation:

Go to Project Navigator/Resources .
Select Resource Allocation from the right mouse button menu to view graph.

To export to Primavera:

Go to the Projects window.
Click the right mouse button menu option External Planning Tools. Create an integration configuration record and use that to perform the export.
Check over-allocation and do rescheduling/leveling in Primavera.
Import the modified resources from Primavera to IFS by using a suitable integration configuration.