MODULE 6 – RESOURCE LEVELING MICROSOFT PROJECT MODULE 6 – RESOURCE LEVELING

CLASS DETAILS Jeremy Callinan Wednesday, 6/3/15 Friday, 6/5/15 All sessions: 12:30 pm until 4:30 pm

Overview of classes MODULE 1 – INTRO MODULE 2 – EXAMPLE PROJECT : BUILD A HOUSE – MAKING TASKS MODULE 3 – SETTING UP YOUR PROJECT FILES – WORKING TIME & OTHER OPTIONS MODULE 4 - TASKS & PREDECESSORS MODULE 5 – SETTING UP RESOURCES MODULE 6 – RESOURCE LEVELING MODULE 7 – CRITICAL PATH MODULE 8 – REPORTING MODULE 9 – OTHER EXAMPLE PROJECTS MODULE 10 – PROJECT SERVER MODULE 11 – PROJECT MANAGEMENT TECHNIQUES MODULE 12 – OTHER EXAMPLE PROJECTS Module 13 – TRACKING PROGRESS Note: module 9 also has a glossary

Leveling Resource leveling is a way to fix resource overallocation. Generally, resources are leveled in two ways: By delaying a task until the assigned resource has time to work on it. By splitting a task so that part of a task is done when planned and the rest of it is done later when the assigned resource has time.

Leveling Overallocated Resources The basic how-to: On the Tools menu, click Level Resources, and then choose the leveling options you want. Click Level Now. 2013 – Resources – Level All

Leveling Overallocated Resources Under View > Resource Sheet, resources in red would be over allocated Under the Tools menu > Level Resources, there’s this dialog box (next slide…): In 2013 -

Leveling Overallocated Resources If you’re leveling over and over Level within a date range when your project is underway

Leveling Overallocated Resources If you don’t see any overallocated resources, make sure “Day by Day” is selected here: So, if it’s a more finite value, Project won’t bother highlighting the person in red, if, let’s say, they’re overallocated by an hour….

Leveling Overallocated Resources Determines priority. ID Only: numerically higher ID numbers get delayed first (i.e. items you entered later in the project. Standard delays tasks according to their predecessor relationships, start dates, task constraints, slack, priority, and IDs. Priority, Standard… (next slide)

Leveling Overallocated Resources “Priority, Standard” uses Task Priority – a numeric ranking between 0 and 100 that indicates the task’s appropriateness for leveling. Tasks with the lowest priority are leveled or split first.

Leveling Overallocated Resources Level only within available slack A good thing, if you don’t want Project to extend the project finish date. If it’s okay to extend the project finish date, clear this check box.

Leveling Overallocated Resources You might still see some people in red, even though their overallocation icons have disappeared. They’re overallocated hour by hour or minute by minute, but not day by day.

Leveling Overallocated Resources Leveling can adjust individual assignments on a task It’ll delay work for the resource, or split work, that is, if you’ve got the next checkbox also checked, “Leveling can create splits in remaining work.”

Leveling Overallocated Resources Once you’ve got all of your settings selected in the Resource Leveling dialog box, click Level Now. It’ll ask you if you want to level selected resources or the entire pool. Choose one, and click OK.

Leveling Overallocated Resources In the Leveling Gantt View, you can view the before and after of your leveling. View menu > More Views > Leveling Gantt > Apply.