This keeps you very much in control and on top of the changes. If you don’t want to level your whole project at once (Level all), you can also level on a per-allocation basis. Let’s examine that logic more closely.Ī misconception we often hear is that resource leveling is only one button with enormous consequences. Since automatic resource leveling respects all settings within your schedule, your schedule should adhere to some basic guidelines to take advantage of the logic in the program’s leveling algorithm. The elegance of automatic resource leveling is that it will solve the over-allocations based on the settings, just like Excel would do the calculation for you based on the formulas you enter. If, for instance, you didn’t use a dependency to indicate that the task of “reviewing document” has to take place after the task, “writing document,” resource leveling might reorder them nonsensically since Project has to rely on the leveling algorithm. When that happens, it means somebody hasn’t checked the completeness and correctness of the schedule’s network logic (dependencies or links). Project could come back with unexpected or strange results. One reason some project managers prefer not to use resource leveling in Project is because they don’t fully trust the tool. After all, what you don’t know could end up allowing Project to “mess up” your schedule. No matter where you stand on the use of resource leveling, I’ve written this article to lay out the basics. Some people call this a bug others are just afraid of it and still others can’t live without it. Microsoft Project also has a feature that evaluates your work and resource allocations and adjusts your schedule so that your resources have no over-allocations. Manual resource leveling means that you reassign or take action to resolve potential problems. Watch the PMI® PDU eligible session on-demand to gain a better understanding of the topic. Furthermore, all other tasks and deliverables should have reliable finish dates.Īuthor Sander Nekeman recently delivered an in-depth look at the resource leveling feature during a live webinar with MPUG. The main goal is to have a critical path that is corrected for resource dependencies. Resource leveling is the act of taking a resource-loaded schedule and making it so that those people don’t have to work overtime. Some resources are assigned to multiple tasks, resulting in over-allocated resources. You have a project with several tasks and resources assigned to those tasks. Project Portfolio Management (PPM) Training.Project Management Office (PMO) Training. ![]() Enterprise Project Management (EPM) Training.Project Management Certification Training.
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