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Here's how the functional manager
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manages the personnel allocation across several projects.
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They obtain loading reports from the Gantt tool
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to determine where their personnel
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are over-allocated and under-allocated,
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enabling them to avoid chaos by allocating personnel
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first to the highest-priority projects.
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Here's an example report.
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All the Gantt chart tools can produce these reports
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in several different formats.
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This report shows what Albert and Baker are working on
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by deliverable across the projects,
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laid out across the calendar.
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The histogram graph at the bottom
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highlights Baker's loading.
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As you can see, Baker is over-allocated
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for March, April and June,
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while he has no work scheduled for September and October.
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Baker�s functional manager can now make
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some informed decisions.
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If they have other staff with the same skills
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that aren't fully allocated
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during the period Baker is overworked,
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they can divide up some of Baker's work
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and not impact any of the existing project schedules.
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If they don't have unallocated staff
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with the same skills during this period,
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they will have to allocate Baker first to whichever projects
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the organization has identified as highest priority,
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and his work on lower-priority projects
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will have to move later in the schedule.
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If the organization cannot accept delays
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in the lower-priority projects
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and wants to keep all the schedules intact,
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the functional manager will have to be given
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more budget to hire more staff
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to address the period of Baker's over-allocation.
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Those are the three options, nice and easy and organized,
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and what makes it easy is the resource loading report.
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Of course, these loadings will be continually changing
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and need to be kept updated,
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and don't need to be very accurate
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more than about six months out.
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However, if the data is kept as up to date as possible,
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then the functional manager
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can do their job of managing their staff,
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the personnel won't get whip-sawed
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between periods of overwork and underwork,
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and the projects will get the people they need
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as efficiently as possible.
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Everybody wins.
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