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When using the portfolio management resource planning process with Project Server, how value do you assign to the “max units” for named and generic resources? Why?
I would recommend that for named resources using a Max Units value of 100% for a full time person works, since this is used when Microsoft Project calculates an overallocation. Example Fred is 100% Max Units, he will be listed as overallocated when his assignments exceed 8 hrs per day by default. When I am using Generic resources I will set the Max Units to 0%, this will display the total capacity this is needed based on assignments.
John,
This contradicts Microsoft’s stand on this issue. I quote the following from their MS Forum note. “Use Generic Resource set to 100% Max Units when you are not sure which named resources will eventually be assigned to tasks.”.
Forum reference:
https://support.microsoft.com/kb/2506962/en-us
Thanks,
Tom