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Project Forecasting

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  • #29199 Reply
    Tom Herrington

    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?

    #29269 Reply
    John Riopel

    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.

    #29364 Reply
    Tom Herrington


    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:






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