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Resource Leveling

Resource Leveling. Chris Rimple Project Expert Team. Introduction. Slides, with questions and screenshots, available on website http://www.mpugphx.org Time is limited; questions may be deferred until end of presentation Questions may also be submitted from the MPUG-Phoenix website. Agenda.

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Resource Leveling

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  1. Resource Leveling Chris Rimple Project Expert Team MPUG Phoenix Chapter

  2. Introduction • Slides, with questions and screenshots, available on website • http://www.mpugphx.org • Time is limited; questions may be deferred until end of presentation • Questions may also be submitted from the MPUG-Phoenix website MPUG Phoenix Chapter

  3. Agenda • Leveling Defined • Benefits of Leveling • Leveling Settings • Priority Defined • Demonstration • Resources • Questions MPUG Phoenix Chapter

  4. What Is Leveling? Resource Leveling is the process of balancing resource utilization to prevent over-allocation and to maximize efficiency MPUG Phoenix Chapter

  5. What Does That Mean? • Resource Leveling prevents two tasks from being assigned to the same person at the same time • Resource Leveling ensures that all people are assigned tasks to maximum capacity wherever possible MPUG Phoenix Chapter

  6. Benefits of Leveling • Prevents resource over-allocation • Assists in maximizing resource utilization • More flexible than using predecessors • Allows MS Project to automatically adjust to changing priorities, durations, and resource availability MPUG Phoenix Chapter

  7. Calculation Types • Automatic (Default) • Performs leveling for any change in priority, duration, resources, or other properties • Sometimes difficult to find leveling results in large projects • Can be slow with large or linked projects • Manual • User initiates leveling when desired • Usually easier to identify and revert changes that result from leveling MPUG Phoenix Chapter

  8. Leveling Order • ID Only • Tasks with the lowest ID numbers are performed first • Standard • Tasks are performed based on predecessors, slack, fixed start dates, and constraints • Priority, Standard • Tasks are performed based on priority first, then remaining Standard factors MPUG Phoenix Chapter

  9. Leveling Preferences • Level within available slack • Select to “keep your project as short as possible”; doesn’t always work • Leveling can adjust assignments • Select to adjust tasks for each resource separately • Leveling can create splits in work • Select to allow tasks to be split MPUG Phoenix Chapter

  10. Understanding Priority • Priority is 0 – 1000 in increments of 1; default priority is 500 • Priority of 1000 means “Do Not Level” • Summary task priority is ignored • Priority has no relationship to ID; tasks can be listed in any order MPUG Phoenix Chapter

  11. Demonstration • Over-allocated resources • Show resource utilization • Leveling by ID Only order • Clear and show leveling • Leveling by Standard order • Clear and show leveling • Leveling by Priority order • Clear and show leveling • Adjust priorities and level again • Tracking Gantt MPUG Phoenix Chapter

  12. Resources • MS Project online help • MS Project website • http://www.microsoft.com/project • MPUG-Phoenix website • http://www.mpugphx.org • See a Project Expert Team member or email your question • expert@mpugphx.org MPUG Phoenix Chapter

  13. Questions? MPUG Phoenix Chapter

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