Forum Discussion
Problem with recalculation of resource units
bo_gu You may find it helpful to the review this link Scheduling modes in Microsoft Project for the web - Microsoft Support
Thank you RodFromm,
I did not know that the scheduling mode can be configured on the organization level. But it seems this only regards "Project for the web". https://support.microsoft.com/en-us/office/change-the-task-type-for-more-accurate-scheduling-b0b969ad-45bc-4e9e-8967-435587548a72#:~:text=the%20task%20type-,Overview%20of%20task%20types,uses%20fixed%20units%20by%20default.https://support.microsoft.com/en-us/office/change-the-task-type-for-more-accurate-scheduling-b0b969ad-45bc-4e9e-8967-435587548a72#:~:text=the%20task%20type-,Overview%20of%20task%20types,uses%20fixed%20units%20by%20default..
We use Project Online and its Desktop Client and I can't find this configuration on the organisational level (at the PWA settings), but only in the desktop client: I can change the default task type for the project and the task type of any single task and I can even add the column [task] "type" and see my changes being applied (as described above). But after I make changes to the values (units/duration/work), the recalculation seems not work as described in https://support.microsoft.com/en-gb/office/scheduling-modes-in-microsoft-project-for-the-web-b2d1626b-8dca-40a1-922e-fbaffd56e589#:~:text=There%20are%20three%20scheduling%20modes%20available%20in%20Project%3A,mode%29.%202%20Fixed%20effort%20%28Work%29.%203%20Fixed%20units. to the currently selected mode/task type, but to the mode/task type in which the task was created.
Since changing the task type / mode and the effects are https://support.microsoft.com/en-us/office/change-the-task-type-for-more-accurate-scheduling-b0b969ad-45bc-4e9e-8967-435587548a72#:~:text=the%20task%20type-,Overview%20of%20task%20types,uses%20fixed%20units%20by%20default., but this does not seem to take effect on the recalculation, I would consider this a bug. But maybe I don't understand how it is supposed to work or I am missing some settings (maybe there are also some configurations on the organization level for Project Online as well).
Regardless of this being a bug or a feature, it would be helpful for me to know if it is possible in Project Online Desktop Client to recalculate the resources units when changing the work/effort without changing the duration / schedule of tasks, that were created with the task type / mode "fixed units". My current workaround would be to recreate all our project plans, which would not be desirable due to the amount of work...
bo_gu Sorry, but I assumed incorrectly, your question was related to Project for the Web. However, the functionality is similar in Project Online, with the exception you can change the task type at any on individual tasks at anytime. Here is a link to how it works in Project Online Change the task type for more accurate scheduling - Microsoft Support
- One of the most misunderstood fields in MS Project = Task Type.
"Fixed" (EG Fixed Work) is not a one and done setting.
Duration x Units = Work
When you have a resource assigned, units are no longer zero and the automatic calculation takes over. Once you have resources assigned to a task, you must decide which "fixed" setting to use when entering either Duration or Resource units or Work loads. When entering one of those three variables, that "fixed" setting cannot be true (i.e. if you are changing the resources, it is not a fixed unit task). So when you are entering one of those three, make sure the "fixed" setting is for the variable you don't want to change.
When you change a task to fixed units and add a resource, by definition the units were not fixed.
