Forum Discussion
Gordon_Smith
Oct 28, 2022Copper Contributor
Using a Task as a Note
I am trying to set up a series of subprojects overseen by a master project. I'd like to have some "reminder guidelines" for when I (or more importantly someone else) open the master project, such as...
Gordon_Smith
Oct 30, 2022Copper Contributor
John,
It is quite a lot, but this discussion is helping (even if it's not a new problem. Hopefully I'm not wearing your fingers out...
If I'm reading your responses (and a variety of help files) correctly, my hopes that priority would help nudge things by leveling is flawed. However I am (not surprisingly) confused. In some cases, it seemed that changing priorities rearranged task order. But when I do a simple test with only two unrelated tasks with the same resource, all I can get Project to do is raise the flag the resource is overscheduled. Still haven't worked out the logic, but clearly I need to rethink the approach.
You'd mentioned that SharePoint had some issues with Project. Can you elaborate?
Thanks!
It is quite a lot, but this discussion is helping (even if it's not a new problem. Hopefully I'm not wearing your fingers out...
If I'm reading your responses (and a variety of help files) correctly, my hopes that priority would help nudge things by leveling is flawed. However I am (not surprisingly) confused. In some cases, it seemed that changing priorities rearranged task order. But when I do a simple test with only two unrelated tasks with the same resource, all I can get Project to do is raise the flag the resource is overscheduled. Still haven't worked out the logic, but clearly I need to rethink the approach.
You'd mentioned that SharePoint had some issues with Project. Can you elaborate?
Thanks!
John-project
Oct 30, 2022Silver Contributor
I am not "worn out" and don't worry whether your issue is a "new problem". I'd estimate that at least 10-20% of the issues brought up by users are subject matter that I, and others, have addressed more than once. The whole point of this forum is to help users, so that's what we try to do.
Project's leveling algorithm is complex so it does take some time to learn how it works, what it will do and what it won't do. Personally I've never used it as I prefer to have a more hands on approach to managing schedules and resources, mainly because there are so many variables involved (e.g. undefined task details, resource ability, etc.). But if you want to use leveling, I suggest you click the Help button on the Resource Leveling window if you haven't already. The help file gives a nice overall explanation of how leveling works and what the various options do.
I also do not use SharePoint but I found out long ago for colleagues that SharePoint does not support the linking structure used by Project. As far as I know that is the only Project issue with SharePoint. Understand that if you do not need a dynamic master, (i.e. decide that a static master will work fine for your needs), then you can host Project files, including the static master, on SharePoint.