Wednesday, December 13, 2017

Change resource availability without using a calendar

Change resource availability without using a calendar

Got a resource that's splitting time between your project and another one? You can set availability directly in the Resource Information dialog box, and bypass the resource's calendar altogether to use a specific percentage of availability during a particular time period.

  1. Click View > Resource Views > Resource Sheet.

    Resource Sheet view

    Note: Using Project 2007? Click View > Resource Sheet.

  2. Right-click the resource and choose Information (or Resource Information, if you're using Project 2007).

    Information button

  3. On the General tab, under Resource Availability, set the dates for when the resource has limited availability, and then set a percent of the resource's time that will be available for your project (Units).

    Resource Availability

  4. Click OK.

Tips on units

In Project, units refers to the portion of a resource's time that is available for work on a project. For example, if Audrey typically works a 40-hour week, and her units value is set to 50%, she will be scheduled for 20 hours of work each week. If she typically works a part-time schedule of 30 hours per week, with units set at 50%, she would be scheduled for 15 hours a week.

Tip

Notes

Percentage and decimal values both work.

You can enter maximum units as a percentage (for example, 50%, 100%, or 300%), or as a decimal (for example, 0.5, 1, or 3).

Only enter a start date for open-ended availability.

You can enter a date in the Available To field in any view with a table without entering a date in the Available From column.

Use percentages below 100 for part-time work.

To make a resource part-time on your project, set a percentage less than 100.

For example, if the resource will be working half-days during this time, type 50%.

Multiply units for resources that are teams of people.

To set units for a group of resources, make sure the percentage represents all the people in the group.

For example, if you have a team with three full-time people set as one resource in your project, set the units value to 300% (100% per person) so that work is scheduled to account for those three people tackling whatever they're assigned to.

What can I do with calendars?

Project enables you to fine-tune scheduling using multiple calendars. If you understand how they all work together, it's easier to plan for how your project's dates will be impacted. Here are a few more articles you might find helpful in building a more accurate picture of the working and nonworking days in your organization.

PROJECTS
Set the general working days and times for a project
Create a new base calendar
Add a holiday to the project calendar

TASKS
Set a unique schedule for a specific task

RESOURCES
Set a unique schedule for a specific resource
Add a resource's vacation time

Tip: If you don't need a calendar anymore, delete it!

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