Identify Resource Overloads in 10 Minutes

Goal: You know which employees are overloaded, where role demand is not covered, and which tasks cause the problem.

Prerequisites: A project with tasks and assigned resources is open.

Step 1: Check Project Information

  1. Select Start > Property > Info and open the Overloaded resources tab. The list shows affected resources. For employees, this is an overload. For roles, check uncovered demand in capacity balancing.

Open project information

  1. Select a resource to see the affected time periods.

Overloaded resources in project information

Step 2: Analyze Overload in a Resource View

  1. Switch to the Employees view.

  2. Look for red periods in the utilization display. Red means the planned load exceeds the available capacity.

Employee utilization with overload

  1. Select the overloaded resource to see the related tasks.

Tasks related to a selected resource

Step 3: Use Capacity Balancing

  1. Select Start > Capacity views > Employees.

  2. The capacity balancing view compares demand, available capacity, uncovered demand, and free capacity.

Capacity balancing employees

  1. Identify critical periods and the tasks causing the demand.

  2. Decide what to change: move tasks, change resources, distribute effort, or review working time.

Tip

If you use Capacity balancing employees with Gantt chart, you see demand and schedule at the same time.

Capacity balancing employees with Gantt chart

Result

You know the overloads or uncovered demand, their time periods, and the causing tasks.

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