SOP: Using Resource Graph for Visual Checking in Microsoft Project

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SOP: Using Resource Graph for Visual Checking in Microsoft Project

The Resource Graph is one of the fastest ways to visually check whether your workers, crews, or equipment are overloaded or underutilized.

For a construction project, it helps answer questions like:

  • Is the Mason Team overloaded?

  • Is the Electrician Team idle?

  • Do I need more workers?

  • Which day has too much work assigned?


Step 1: Open Resource Graph

  1. Open your project.

  2. Click View tab.

  3. In the Resource Views group:

    • Click Resource Graph

If you cannot see it:

  1. Click View

  2. Click Other Views

  3. Select Resource Graph


Step 2: Understand the Graph

The graph displays:

Blue Bar

= Actual assigned work.

Red Bar

= Resource is overloaded.

Example:

  • Mason Team capacity = 8 hours/day

  • Assigned work = 12 hours/day

Result:

  • Blue bar exceeds limit

  • Red section appears

This means:

❌ Overallocated Resource


Example

Suppose:

ResourceCapacity
Mason Team8h/day
Electrician Team8h/day

Assigned work:

DayMason Team
Monday12h
Tuesday10h
Wednesday6h

Resource Graph shows:

  • Monday → Red

  • Tuesday → Red

  • Wednesday → Normal


Step 3: Switch Between Resources

Use:

Next Resource

or

Previous Resource

buttons.

You can review:

  • Mason Team

  • Electrician Team

  • Plumbing Team

  • Supervisor

  • Equipment

one by one.


Step 4: Identify Problems

Look for:

Red Areas

Meaning:

Overallocated

Example:

  • Mason Team = 16h/day

  • Available = 8h/day

Need action.


Empty Areas

Meaning:

Resource has no assigned work.

Example:

  • Electrician Team waiting 3 days.

Opportunity:

✅ Assign more work.


Uneven Graph

Example:

DayWork
Monday14h
Tuesday2h
Wednesday12h

This indicates poor workload balance.


Step 5: Fix Overloaded Resources

Option 1:

Delay Non-Critical Tasks

Move some work later.


Option 2:

Add More Workers

Example:

Instead of:

  • Mason Team (1 crew)

Use:

  • Mason Team A

  • Mason Team B


Option 3:

Use Resource Leveling

  1. Resource Tab

  2. Level Resource

  3. Level All

Microsoft Project will spread work automatically.


Step 6: Verify Again

After changes:

  1. Return to Resource Graph.

  2. Review every resource.

Goal:

✅ No red bars

✅ Balanced daily workload

✅ Smooth resource utilization


Construction Example

For your 8AM residential projects:

Resources:

  • Mason Team

  • Rebar Team

  • Formwork Team

  • Electrician Team

  • Plumbing Team

  • Painting Team

Use Resource Graph to check each crew.

If Mason Team shows:

  • Monday = 16h

  • Tuesday = 4h

  • Wednesday = 12h

Then rebalance tasks until workload becomes more even.


Best Practice

Follow this sequence:

  1. Create WBS

  2. Create task relationships

  3. Assign resources

  4. Save Baseline

  5. Check Resource Graph

  6. Fix overloads

  7. Run Resource Leveling

  8. Check Resource Graph again

  9. Review Critical Path

  10. Start project execution

Rule: Resource Graph is not for editing schedules. It is for visual checking. Use it every time you assign crews to ensure that no team is overloaded and daily workload remains balanced.

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