'Rollup tasks not resourced' quality metric
Use this metric to check the proportion of summary tasks, expanded tasks and hammocks that have no resource allocations. It is not good practice to assign resources directly to summary tasks, expanded tasks and hammocks; it is preferable to assign them to the tasks that they contain. Summary tasks, expanded tasks and hammocks fail this metric if they have one or more resource allocations, but not if they have one or more cost allocations.
Example of summary tasks with resource and cost allocations
In the following illustration, Summary 1 has a direct permanent resource allocation; Summary 2 has a direct cost allocation; Summary 3 has a direct consumable resource allocation. Summary 1 and Summary 3 would fail this metric; Summary 2 would not fail this metric, as although it has a direct allocation, it is a cost allocation rather than a resource allocation:
You can change the impact that this metric has on the weighted total result of a quality check by entering a factor by which the quality metric should be multiplied in the Weighting field. For the weighting to have any effect, a quality check must have more than one quality metric.
Pass and fail criteria
| Pass or fail? | Criteria |
|---|---|
| Pass |
A project passes this metric if the percentage of summary tasks, expanded tasks and hammocks that have no resource allocations is greater than or equal to the pass boundary percentage.
For example, if the pass boundary was set to 100.00%, a project would pass this metric if 100.00% of summary tasks, expanded tasks and hammocks did not have resource allocations. |
| Fail |
A project fails this metric if the percentage of summary tasks, expanded tasks and hammocks that have no resource allocations is less than the fail boundary percentage.
For example, if the fail boundary was set to 100.00%, a project would fail this metric if less than 100.00% of summary tasks, expanded tasks and hammocks did not have resource allocations. |
| Neither pass nor fail | If the percentage of summary tasks, expanded tasks and hammocks that have no resource allocations falls between the pass and fail boundary, the result is neither a pass nor a fail, but somewhere in between. |
Suggested settings
- Pass boundary: 100.00%. A project will pass this metric if no summary tasks, expanded tasks and hammocks have direct resource allocations.
- Fail boundary: 100.00%. A project will fail this metric if any summary tasks, expanded tasks and hammocks have resource allocations.
The following table shows whether some example projects would pass or fail this metric using these settings:
| Percentage of summary tasks, expanded tasks and hammocks with no resource allocations | Pass or fail? |
|---|---|
| 0.00% | Fail |
| 50.00% | Fail |
| 99.99% | Fail |
| 100.00% | Pass |
Does the metric force a project to be rescheduled?
No.
Suggested actions if a project fails this metric
If a project fails this metric, select the metric in the Quality Check Results dialog and click Show Failing Tasks to view the tasks that have failed the metric.
Delete the resource allocations from each failing task, and instead assign resources to the tasks within the summary group, subchart or hammock.