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Project Server 2007: Resource Usage View Displays Incorrect Work Values

Posted on 2009-07-08
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Last Modified: 2013-11-15
In testing various project plans in MS Project Server 2007, weve found that the Work numbers on the Resource Usage view arent correct for the other projects on the server.  Ive done some looking and found the three postings below.  Can you tell me if there is a fix for this yet or if there is one planned?  Given the size of our department, opening all the plans the resources are in isnt going to be a reasonable solution.   If there isnt a fix or a planned fix, do you have any suggestions on how to get the total resource allocation / availability information?  Keep in mind that we dont plan on letting Project do the resource leveling for us; we just want to know who is over allocated so we can have the discussions on how to best resolve the issues.
 
Id like to make sure I understand the issue with the Resource Usage view.  When we open up a project plan (that has been published on the server) and look at the other projects on the view, the Work numbers dont look correct.  To me, this means that I cant really tell if someone is over allocated or not.  Is my understanding correct?

Here are the posts I found:
 
http://www.projectserverexperts.com/ProjectServerFAQKnowledgeBase/Incorrect%20Resource%20Usage%20Info.aspx
 
http://www.tech-archive.net/Archive/Project/microsoft.public.project/2008-07/msg00192.html
 
http://thesource.ofallevil.com/communities/newsgroups/en-us/default.aspx?dg=microsoft.public.project.server&tid=f4c995d7-6c5e-4f73-bc56-93986fcec435&cat=en_US_d86c4a45-b7bd-442e-972d-b5fd871a79df&lang=en&cr=US&sloc=&p=1
 
The ability to determine over allocations and availability is a huge piece of our project so I would greatly appreciate any help or direction you could offer.  

Pat
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Question by:Patrick_Anderson
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Expert Comment

by:jbfraser
ID: 24824284
Generally only Microsoft people will know what fixes are on the way. You may want to get a support case logged with Microsoft Support: This will help this issue get attention, and should help you get a notification if the issue is resolved in a future fix.

Dale's advice is good, in the last link you posted. He suggests that Project Pro shouldn't be used for Resource Allocation (Turn off Load Summary Assignments in the Project Server Connection dialog.)

 View Availability views (from the Resource Center in PWA), Data Analysis views, and SQL Server Reporting Services (SSRS) can all provide this information. SSRS requires some development/SQL skills, but the first two options are relatively simple.


Please let me know if you'd like more details on these.
James Fraser
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Author Comment

by:Patrick_Anderson
ID: 24824829
James,
Thank you for your comments.
Since posting the question I found a possible solution from Microsoft.  Please take a look and see if you agree.

http://support.microsoft.com/kb/971562/
Any examples of the Data Analysis views or SSRS reports would be appreciated.
Thanks,
Pat
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jbfraser earned 500 total points
ID: 24824940
I haven't evaluated that Hotfix, but the problem resolved certainly looks like the problem you and the posts above mentioned.

For creating a Data Analysis view, you need to create a calculated member for availability. Instructions are at:
http://msdn.microsoft.com/en-us/library/aa974469.aspx
(Make sure to read the two comments, they address errors in the instructions.)
Although the instruction page looks intimidating,  you can safely ignore most of it, and just use the first formula provided for availability.
Then this field can be added as a measure to any Data Analysis view.

SSRS can do similar things but with a huge amount of flexibility; Resource capacity is available in the reporting database, and then you can subtract what ever work you want from that to get availability. For example, you could make an "Other Projects" report that asks the user what project they are managing, and then, for every resource assigned to that project, lists (and/or totals) their work in other projects. The trade off here is that you will need some SQL development and SSRS familiarity to build this.

I'm not able to share any code for this, all the related code I have belongs to my company and my clients.


James Fraser

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Author Comment

by:Patrick_Anderson
ID: 24825041
Thanks.  I'll take a look at the site you provided and let you know how it works out.
Pat
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Author Comment

by:Patrick_Anderson
ID: 24897798
James,
Just wanted to let you know I'm still working on testing this (as I get time).  
Thanks,
Pat
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Author Comment

by:Patrick_Anderson
ID: 24925444

James,
 
I have created a reporting cube with the basic calculation for availability from the link you provided (thank you).  I can create the report and everything seems to run just fine.  The problem is that Im not sure I understand what the data is telling me.  
 
I want to create a report that lists each resource, the projects they are working on and what percent they are allocated to that project by month.  We are needing to see who is over allocated in the next 6 to 18 months so that we can work on fixing those problems.  On the flip side of that I also want a report that lists the projects and the resources that are assigned to them (with percent allocation by month).  The other projects example you mentioned sounds very close to what Im needed.  I understand you cant give me the code but could you give me screen shots of the output?  
 
I appreciate your help.
 
Pat
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