Hello, today I’m going to show you how to visualize the correct amount of work when you are creating engagements.
When you open your Microsoft Project and you mark the checkbox “Load Summary Resource Assignments” you will be able to see the amount of work for each resource in all projects and not only in the current project when you are using the view Resource Plan or Resource Usage.
IMPORTANT: (If you never mark this option you don’t need to do anything because the hours will show correctly and you can request engagements without problems).
Summing up: I’ve opened my Project Plan, and there are 5 tasks for the Consultant and the total of work is equal 100 hours.
When I select the view Resource Plan or Resource Usage I can see 2.913 hours, because the resource has hours in others projects.
If you request the engagements using these hours you’re making a mistake. You will use the wrong Start Date, Finish Date and Work.
So how can I use the correct amount of hours?
The answer is simple: You need to use the Regular Work and then you will see the correct amount of hours, in my example only 100 hours.
I particularly prefer to use the Resource Usage view. If you want you can filter to remove the line “Other projects and commitments” to show only the tasks for the current project.
I also created a Custom Tab and inserted the items that I use frequently and then I can Request Engagement using any view I wish.
Now you just need to Add Engagements.
Now publish your plan to update the Engagement Status.
There are many ways to do this, just choose one that you feel comfortable to work.
See you =)