How to create a resource availability report on MS Project?

Resource Management

Sizwe Mkhize Project Manager Pretoria, Gauteng, South Africa

Good morning.

My executives need to see a resource availability dashboard in addition to the project dashboard I am able to create on MS Project.

As a PM of a fairly small team I have sight of what everybody is doing in the organisation but it is important for the executives to have sight of when each team member is available as the execs need to sell to clients and dont want to over-promise and under-deliver.

Thus I would to create a resource availability dashboard for them. But the only PM tool I have access to is MS Project (local instance). I would like your assistance in creating this report if any body knows how to do this on MS Project.

The main aim of this report is that is it easy to understand at a glance to a executive who will make sense of it easily.

I thank you in advance. Thank you.

Regards,
Sizwe

Posted: Mar 13, 2017 6:30 AM

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Sizwe Mkhize Project Manager Pretoria, Gauteng, South Africa

Mar 13, 2017 11:44 AM

Replying to Stéphane Parent

...

You may find, Sizwe, that investing in a Visio license is an inexpensive cost to get the reports you want.

Project integrates well into Visio for reporting. Given your targeted audience, you would be well served by adding that license.

Indeed. It would seem so.

Thank you.

Regards,
Sizwe

Posted: Mar 14, 2017 3:51 AM

Sizwe Mkhize Project Manager Pretoria, Gauteng, South Africa

Mar 13, 2017 11:21 AM

Replying to S Rajasekar

...

Go to Reports Menu - New report - Table reports - Give Name to a report
In the Right Panel - Field List - Choose Resources Tab

You will get list of resource names , start and end date for each resource allocation , So resource is allocated/engaged between these dates irrespective of number of task they are assigned , it is cumulative/duration

In the Filed List- Resources Tab - Select Work Node - Renaming Work

Now report will display resource name, Start and Finish date and remaining work

If remaining work is zero , resource is not allocated they are available

You can add this table to existing report/dashboard and also you can create custom filed to display available date using Finish + 1

Thank you.

Im going to try this as soon as I get back in the office. Just running in-between client meetings right now.

Thanks very much. I appreciate it.

Regards,
Sizwe

Posted: Mar 14, 2017 3:52 AM

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How to create a resource availability report on MS Project?

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