Use the Limits tab to specify available quantities (limits) for a role. Setting limits helps you quickly identify areas of role overload in Resource/Role Usage Profiles, using different colors to represent limits and overallocated units in charts and histograms. You can define an unlimited number of role limits for each role; however, the effective date must be unique. To define role limits:
- Choose Enterprise, Roles.
- Select the role you want to define limits for, then click the Units and Prices tab. If tabs are not displayed in the Roles dialog box, click the Display Options bar and choose Roles Details.
- Click Add at the bottom of the Roles dialog box.
- Double-click in the Effective Date column, then click the Browse button to select the date the limit takes effect.
- In the Max Units/Time column, enter the allocation limit for the role as a unit value or as a percentage, depending on your user preference settings for resource units/time (User Preferences, Time Units tab).
You can enter values in any time and duration unit; however, the module automatically converts the value to the default units/duration format specified in the User Preferences, Time Units tab.
Tip
- By default, role limits are calculated based on the limit defined for each role's primary resource, which may not accurately reflect a role's planned allocation. In P6 Professional on the User Preferences, Resource Analysis tab, you can choose to display role limits based on the custom role limits you define.