Duration Work Resource Resource Units Effort-Driven Fixed Duration Fixed Units Fixed Work Over-allocation Leveling Terms
Duration & Work • Duration - The total span of working time or elapsed time required to complete a task. • Work - The total effort required to complete a task.
Resources • Resources are the people, equipment and supplies used to complete tasks in a project. • Resources that are assigned to tasks but do not create work are known as material resources. • Resource Units indicate how much of a resource's available time, according to the resource calendar, is being used to work on a particular task. In a project schedule, resource effort is expressed as assignment units or sometimes just as units.
Scheduling Formula Duration = Work ÷ Resource Units
Fixed Units • As the task's assigned units remain constant, an increase / decrease in assigned work will result in a corresponding increase / decrease in task duration. • Fixed Units is the default task type for new tasks.
Fixed Work • If assigned work should remain constant, then as a task's duration goes up assigned units will go down (and vice versa). • If assigned units are greater than max units, a resource over-allocation will arise. • Duration = Work ÷ Resource Units • or Duration = 1 ÷ Resource Units
Fixed Duration • For a constant task duration, as assigned work is increased so will assigned units. • Decrease the units and the work will correspondingly reduce. • Duration = Work ÷ Resource Units • If assigned units are greater than max units, a resource over-allocation will arise.
Effort-Driven • Only comes into play after the initial resource assignments have been made • Work stays constant • When resources (manpower) are assigned or removed from a task, Microsoft Project will extend or shorten the duration of the task to accommodate change in resources • This is the default option for new tasks
Over-allocation • Situation when more hours of a resource are allocated than are available • Identifying Over-allocated Resources • Special leveling indicator • Resource Usage View – over-allocated resources are red • Over-allocation can be resolved by leveling project
Leveling • Resolving resource conflicts or over-allocations by delaying or splitting certain tasks. • During leveling, assignments are rescheduled according to the resource availability profiles, assigned units, and resource calendars, as well as the task's duration and constraints. • It is instigated either automatically or (more commonly) by the command level now. • Tools | Level Resources . . . (hour by hour)