Within a Resource Analysis layout (Tracking window), you can adjust forecast dates in the Gantt Chart and examine, in the resource total allocation profile, the impact that the date change has on total allocation for one or more specific resources or roles. To implement allocation adjustments in the project schedule, you can then reschedule the project using the project forecast dates.
The Resource Analysis layout must include a forecast bar in the Gantt chart. To use dynamic leveling to adjust overallocation, set the resource profile options to display limits and overallocation and set Resource Analysis user preferences to calculate time-distributed values using forecast dates.
The sample database includes a resource forecast layout that you can use to dynamically level resources, or you can create your own layout.
To dynamically level resources
- Open the Resource Analysis layout and display the Gantt Chart in the Top Layout window and the profile in the Bottom Layout window.
If you create your own layout, you need to include a forecast bar in the Gantt Chart, set the resource profile options to display resource limits and overallocation, and set the resource analysis user preferences to calculate time-distributed values using forecast dates. When you specify resource profile options, you can also set the resource analysis user preferences. - Select the resource or role whose allocation you want to review.
- Position the mouse pointer over the end of the forecast bar for the EPS/WBS element you want to adjust; when the pointer changes to a hand, drag the bar to the left (earlier start date) or right (later start date).
- To restore the forecast dates to their original values, in the Top Layout window toolbar, click
.
To reschedule the project using the forecast dates
- Choose Tools, Schedule.
- Mark the Set Data Date and Project Planned Start to Project Forecast Start During Scheduling checkbox.
- Click Options.
- In the General tab, mark the Level Resources During Scheduling checkbox.
- Click Close, then click Schedule.