Overbooking occurs when you assign more work to your staff than their capacity. This does not take into account any other active assignments. When this happens, Resource Management will notify you.
Information about overbooking will also appear when adding or changing utilization. Before unveiling the “Utilization” tab, you will see this icon with an exclamation mark, informing you about overbooking and how many hours are overbooked.
Once you click on the “Utilization” option, you will also be met with a simplified time frame informing you where overbooking occurs. You will see a violet bar covering part of the time where overbooking occurs. Here, on the screenshot, we can estimate it’s from around March to the end of May.
We recommend opening the staffer’s calendar to review the conflict. You’ll be able to:
- Check assignments from other projects.
- Adjust your current plan accordingly.
- Coordinate with the staffer or other project managers to align on available capacity.