How to prevent Resource Overallocations by using the Team Planner–WATCH OUT!

 

Hi,

In MS PROJECT 2010 there is a feature which can automatically prevent Resource Overallocations.

I will add two tasks and two resources to the project:

image

and:

image

Now I will assign them to both, Task 1 and Task 2:

image

and I will get:

image

Now I will open the Team Planner:

image

and then:

image

and I will get:

image

You can see that both resources are overallocated!

Now I will arrange the Team Planner to prevent this situation:

image

and I will get:

image

As you can see, MS PROJECT 2010 has move Task 1 to start after Task 2, and Resources are not Overallocated any more!

But! I will go back to the Gant Chart  and I will add two new Tasks and I will assign Resource 1 and Resource 2 to them:

image

As you can see, both Resources are Overallocated again. But I will now go back to the Team Planner and I will do NOTHING, but I will get:

image

As you can see, all Task are Rescheduled automatically because the Prevent Overallocations button has remained in “turn on” mode:

image

So, DO NOT TURN THIS BUTTON! If you do, and you are 100% sure that you want from MS PROJECT 2010 to do the “leveling”, do not forget to turn this feature off before you are leaving Team Planner. Leveling is hard to “undone”, so use it if you really need it!

 

Best Regards,

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft PRoject 2010, MS PROJECT 2010, PMI, PRoject Management and tagged , , , , . Bookmark the permalink.

4 Responses to How to prevent Resource Overallocations by using the Team Planner–WATCH OUT!

  1. marvin says:

    i know this is an old forum, but I found this very useful.

    the main issue we have where I work is that no one cares about seeing the error message, and they don’t want to reschedule.

    thanks for the information however.

  2. Murray says:

    Thanks for your blog which I’ve found very useful.
    The Team planner view is only available in MS Project 2010 *Professional* not in Standard.

  3. jaime says:

    Nenad,

    Is the picture on top of this webs site where you live?
    It looks so beautiful and peaceful!!!
    Thanks for posting your tips. I learned one big new thing about MS Project 2010 today.
    😉

    • Nenad Trajkovski says:

      Jaime,

      no, I live in Zagreb. Here is the link: http://www.zagreb.hr/default.aspx?id=1979: Thank you for your comment!

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