Resource Overload warning ?

Hi,

You can create a workflow rule the Resource link creation. Then you need to create a conditional action that will check if the new task got the resource to be overloaded - this is the code to check whether the resource is overloaded: not (IsResourceAvailableForGivenPeriod($Resource,$WorkItem.StartDate,$WorkItem.DueDate,100, "PlannedWork" ))
In the indented actions you can send an email or have a pop-up notification to the current user.

Please let me know if it makes sense.

Regards,
Tamir

Thanks Tahir

Just few clarification:

• Resource link creation: Is this All Links/Assigned /Resource?
• Create a conditional action : Is this Set Action section in the Workflow Rule?

Thanks.. just want tyo make sure I get the terminology right.

Avnish

Hi Avnish,

• Resource.
• Yes, you set it like that.

Let me know if that works.

Tamir

Hi Tamir

I came across HasOverloadedResources Function in an article. https://success.clarizen.com/hc/en-us/articles/205712048 how does that work?

Another one IsResourceAvailableForFixedPeriod Function Can these be used as Validation rules instead of Workflow. As workflow is slower.

Hi Avnish,

HasOverloadResources() - Returns "TRUE" when the specified Work Item has at least one resource that has a load greater than the Overload percentage specified for work items in the specified State. Overload is optional and is set to 100 by default. Up to five work item states can be specified, if not entered the query will run for all Active and Draft work items.
IsResourceAvailableForFixedPeriod() should be available in the context of a validation rule.

Good luck!
Tamir