1. E. M. Hanna; 7/31/03 DXI Management Consulting 1 Resource Leveling

2. E. M. Hanna; 7/31/03 DXI Management Consulting 2 Agenda  Importance of the Individual Project Plan  Importance of Resolving Resource Over-Allocations in All Project Plans  Identifying Resource Over-Allocations  Manual (On-demand) Leveling of Projects  Manual (On-demand) Leveling of Resources  Leveling Resources Across a Portfolio of Projects

3. E. M. Hanna; 7/31/03 DXI Management Consulting 3 Importance of the Individual Project Plan

4. E. M. Hanna; 7/31/03 DXI Management Consulting 4 The Building Blocks of EPM  The individual Project Plan is the building block from which the Enterprise Project Management environment is constructed.  The discipline of building sound Project Plans is critical to the success of EPM.  Resolving resource over-allocations is a critical part of the discipline of building sound Project Plans.

5. E. M. Hanna; 7/31/03 DXI Management Consulting 5 Basic Process for Creating a Project Plan

6. E. M. Hanna; 7/31/03 DXI Management Consulting 6 Importance of Resolving Resource Over-Allocations in all Project Plans

7. E. M. Hanna; 7/31/03 DXI Management Consulting 7 Over-Allocation of Resources  Over-Allocation of Resources exists when— Work [Scheduled] > Available Hours*  Usually caused by scheduling multiple assignments for a resource during a single time period (Note: EPM significantly intensifies this problem)  Project considers the Resource Calendar—but not other assignments—when scheduling new assignments *Available hours = Working Hours in Time Period X Resource Units

8. E. M. Hanna; 7/31/03 DXI Management Consulting 8 Impact of Over-Allocated Resources  If over-allocated resources exist in a schedule, the entire project schedule is untrustworthy and not suitable for use in managing the project.  If individual project plans are untrustworthy, all portfolio analysis becomes untrustworthy

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11. E. M. Hanna; 7/31/03 DXI Management Consulting 11 Identifying Resource Over-Allocations

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16. E. M. Hanna; 7/31/03 DXI Management Consulting 16 Approaches to Leveling  Project does the leveling Automatic leveling Manual (on demand) leveling  Entire project  Selected resources  Project Manager does the leveling Risk

17. E. M. Hanna; 7/31/03 DXI Management Consulting 17 Methods of Resolving Resource Over-Allocations  Delay a task  Split a task  Reduce a task’s duration  Change the resources assigned to the task  Assign more resources to the task  Replace an over- allocated resource with and under-allocated resource  Remove an over- allocated resource from a task  Add overtime Project Uses Only These Two

18. E. M. Hanna; 7/31/03 DXI Management Consulting 18 Manual (On-Demand) Leveling of an Entire Project

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21. E. M. Hanna; 7/31/03 DXI Management Consulting 21 Manual (On-Demand) Leveling of a Single Resource

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24. E. M. Hanna; 7/31/03 DXI Management Consulting 24 Leveling Resources Across a Portfolio of Projects

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33. E. M. Hanna; 7/31/03 DXI Management Consulting 33 Recommendations About Leveling  Resource over-allocations must be addressed  A “Project Audit” should be conducted on project plans that are being published to the server. The audit should include a check for over-allocated resources.  Recommend—especially to naïve clients— that Project’s Automatic Leveling and Manual (On Demand) Leveling features not be used.

34. E. M. Hanna; 7/31/03 DXI Management Consulting 34 END