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resource allocation report example

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Project Management Central
MS Project – Resource Allocation Reporting

Project Management Central

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MS Project – Resource Allocation Reporting


Chris Simanonis

Aurora, IL, USA

I need to report to upper management how engineering resources are being allocated across multiple projects. MS Project 2000 almost gives me what I want.

I use a shared resource pool for tracking resources across multiple projects. In the Resource Usage view, it will show me how much of an engineer’s time has been allocated. Additionally, it will show me what tasks make up that allocation. However, it’s too detailed for upper management. They don’t need to know the task details of Joe Engineer (there may be 100 tasks per project). They just want to know how much of Joe’s time is allocated to … say ….Project #003 and how much is allocated to Project #006. Is there a view/report already available in MS Project to do this.

Thanks – Chris

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I’m also currently experiencing this problem, and wishes to know if there is a solution to it.
Thanks in advance

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Bethany Schoenick PMP

Montgomery, AL, USA

Bethany has joined 5 public GIGs (no longer available)’ style=”margin:0px; padding:0px; margin-bottom:2px;” />


Michael Ross

Glen Allen, VA, USA

One way is how Bethany suggests it – just exporting everything to an .xls and adjusting from there.

Doing it Project 2000 will require you to have a Project Summary Task for every project, and you should, on the Task Usage view, include the column “Project” next to the Resource Name, or wherever you want it.

It’s not pretty, but given the limitations of Project 2000, it’s the only way I know of to get that information (short of exporting it to another application).

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larry bradshaw

Project / Program Manager


larry has joined 10 public GIGs (no longer available)’ style=”margin:0px; padding:0px; margin-bottom:2px;” />

“If you are patient in a moment of anger, you will escape a hundred days of sorrow.”

– Chinese Proverb

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10 Resource Allocation Tips for Managers
| By Peter Landau in Project Management
  • 41

Resource allocation is just a fancy term for a plan that you develop for using the available resources at your disposal in a project. This is mostly a short-term plan set in place to achieve goals in the future.

Resources are varied. Everything from the people you’re working with and the equipment they’re using to complete their tasks to the materials and other supplies you need to even the site where you’re working on the project all fall under the umbrella of resources.

That’s a lot to allocate.

Don’t worry we’ve got your back. The following are some general tips to help you with your  resource allocation  when managing a project.

1. Know Your Scope

Before you can allocate your resources or manage them, you have to determine the scope of the project you’re working on. Is it a big or small project, long or short?

Once you have those questions answered, then you can make the right decision on what resources you’ll need and how many of them are necessary to complete the project.

The clearer the project scope is, the better you’ll be able to figure out how to allocate your resources. Therefore, take the time to get the full picture of the project prior to doing any resource allocation.

2. Identify Resourceshow to better allocate resources

You know the scope of the project, it’s objective and the tasks necessary to get the work done on time and within the budget approved, now you have to get your resources together.

But that doesn’t mean you have an unlimited pool from which to pull from. So, you have to see who’s currently available, what equipment you’re going to need or purchase and where are you going to perform the tasks for this project, and is that space available.

Before you can allocate resources, you have to have them. So, make a list using the criteria above and then make sure it fits within the budget allotted for the project.

3. Don’t Procrastinate

You’re a project manager. You live and die by your planning. Resource allocation is no different. Waiting until something has gone awry means you have to scramble to get it back on track, if that’s even possible.

It’s inevitable that resources will need reallocation. What plan have you ever created that was set in stone? Therefore, in the planning process you should take some time to research where and when you might have a blocked team member or task dependencies.

By  setting up a resource plan  and noting these red-flag warnings, and more importantly figuring out how you’ll respond to them, beforehand, you’re prepared to handle them when they arise. And they’ll always arise.

4. Think Holistically

It’s a problem when you’re so focused on process that you neglect to lift your head up from the project plan to note what is actually happening. This isn’t merely checking your estimates against actual progress in the project, though that is important, too.

What you must always be aware of is the state of your resources. For example, what is the schedule for your team, are any taking vacation time, are they sick, etc.? Also, what is the duration of the lease for site or equipment?

Don’t let any of these details get past you because of tunnel vision. Look at the whole project, not just the various pieces, as captivating as it can be to lose oneself in project metrics.

5. Track Time

You always want to keep a close eye on time, how your team is working and if they’re being efficient. It’s your job to make sure that a task that can be completed in a day doesn’t take a week. There are ways to improve time tracking .

To do this you must keep track of your team’s workload. That requires the right tools to give you real-time data collected on one page where you can both see and schedule ahead when needed.

With a dashboard tool, you can see whether your resources are properly allocated and, if not, easily reschedule them. That way you can balance the workload and run a more efficient project.

track your resources time on a dashboard

6. Use Tools

Speaking of tools, project management software is a great asset to managing your resources more productively. With an online tool, you get project data instantly updated.

You can see where your resources are allocated across a calendar that is color-coded to note whether they’re on- or off-task, on vacation or sick. Rescheduling to help a team member who is overtasked is a simple click of the keyboard.

You can also set up notifications, so when a task is running behind you know about it before it becomes a problem. And you can automate email notifications to keep team members on schedule without micromanaging them.

7. Don’t Over-allocate

Many managers over-allocate, whether because of poor planning or an inability to say no, which doesn’t help. Instead of bringing in the project on time and within budget, over-allocation threatens team burnout.

Be honest. Do you suffer from this bad habit? If so, stay vigilant and avoid it. If you don’t, there’s a good chance you’ll tarnish team morale and the quality of their project work.

It’s unfair to expect so much from your resources that they break. Re-examine your resource plan and make use it allocated the resources you have for the project evenly.

8. Be Realistic

While it’s good practice to be prepared for issues that might arise in your project, you don’t want to hog resources by adding too many people or days to your schedule.

When you do this, you’re skewing the project estimate and messing with the effectiveness of long-term planning. It’s going to take from your bottom line.

Remember when we mentioned comparing your estimated to actual utilization? This is where that process helps keep you properly allocated. Using a tool, like we noted above, is also key to getting an accurate sense of how the project is going.

9. Have a Routine

As a manager, you plan and then you execute and monitor. It’s all very structured. But sometimes things like resource allocation falls through the cracks, which is only going to come back and haunt you.

Therefore, you want to set up regular check-ins, say a specific day and time every week, to go through your resources, check your PM tools and make sure no one over-tasked for the week’s work ahead.

Another thing you can do is speak with your team members, get a sense of what’s going on with them on the front lines of the project, ask if they have any issues. By setting up a routine check-in and keeping updated by your PM software, you get a clear sense of your resources.

10. Know Your Resources

You can’t manage what you don’t know. You should know the experience and skills and personality very resource that you’ve tasked or allocated to support the project.

For example, you should create a profile for each of the members of your project team. What are their skills and experience? The more you know about them, the better you’ll be able to place them in the project and assign tasks which they can best perform.

You probably have something like this already from when you were assembling your team and had written a job description for each of them. Keep those files up to date as their skills and experiences broaden.

If you’re looking for a project management tool that can help you implement those tips and manage your resources properly, then look no further. has all the features mentioned above to help you manage your resources, and it’s a cloud-based software, which means the information you’re working with is in real-time. See how it can help you by taking this free 30-day trial today!  

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