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Resource Groups

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(@iangoing)
Posts: 17
Eminent Member
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[#8598]

If I assign a Resource to a Project (100%) and add a Resource Group (with the same resource in it) to the same project (again at 100%), the planning takes care not to over allocate a resource to Activities - which is a really neat and useful feature. However, if I add the same Resource to another Resource Group, I get an error "Cannot assign a resource more than 100% across all Pools". I am hoping that I misunderstand the meaning of the rate % in the Resource Group - I thought this is the same as the rate % for the Resource.  I don't understand why I can have a Resource as an individual and in a group - and planning takes care of it, but not in multiple groups.

This is important for me because in a project with few resources at the start, it is better to use resource groups - because sometimes the same resource may temporarily cover multiple roles. Having each role as a resource group helps when additional resources become available - I just add them to the resource group at 100%, and either remove or reduce %to 0 the resource that was covering the role. I don't want or know the % the resource will cover each group - I want the planning to allocate as it would if I had added the resource to each activity.

 


 
Posté : 09/11/2022 8:16 pm
(@marylene)
Posts: 592
Membre Admin
 

Hello,

the percentage of assignments to resource pools correspond to the percentage of the FTE of the resource that will be used for the planning of this pool.
If a resource has 1 FTE - Assigned 100% to the pool then I use its 1 ETP but if I only put 50% I would only use 0.5 ETP for this resource in my planning.

The project allocation rate affects the resource's weekly time.
If her schedule is 5 days/week then if she is 50% assigned she can only be scheduled 2.5 days a week.

And finally the percentage of the assignments influences the daily planning and the ETP.
If a resource has 1 ETP - Assigned 100% on the activity then the planning can go up to its 1 ETP / day but if I only put 50% the daily planning will never exceed 0.5

do not hesitate to take a look at the manual!
 


 
Posté : 10/11/2022 5:06 pm
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