Operational Question - Available Resources?

Do we have resources available to take on a new project?

 

High level overview: Go to the Resource Utilization tab and adjust the Gantt area's timeline to the new project's anticipated start date, then scan the list of employees to see which have some free time and which are fully allocated. From this view, you can also determine which projects are keeping employees busy. You can print the Utilization view by clicking the Print button on the toolbar.

 

Specific resource availability: Create a new, temporary, project with the expected start date. Then create a single task and enter a total number of hours on this task that will set the project's ideal end date. Do not assign employees to this task. This sets the date range in the Employee Allocation % column to the project's duration. Scan the list of employees and their allocation % to see how busy they are in this time frame.

 

PROJECT PLANNING

 

Setup Overview

Building a small test project

Adding tasks and estimates

Assigning resources to tasks

Leveling a project's resources

Publishing a project

Tracking a project's progress
 

FAQs...
 

Operational Questions

Do we have resources to take on a project?

How long will a new project take?

How much will a project cost?

How is a project doing vs. its budget?

Do I have over utilized employees?
 

More...

 

Detailed: Create a full project plan with budgeted hours and resource assignments for each task. Level the project and then review the project statistics to see the budgeted finish date.