Schedule Leveling Tips and Tricks MS Project Professional 2010. Lloyd C. Miller III, PMP Director of Delivery Assurance. Agenda. What, Where, When & Why Understanding the Options Considering Different Views / Reports Tips & Tricks Questions / Demonstration (as time permits).
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Schedule Leveling Tips and Tricks
MS Project Professional 2010
Lloyd C. Miller III, PMP
Director of Delivery Assurance
(Only levels “Work” resources)
(Only levels “Generic” resources)
(Only levels “Committed” resources unless the “Proposed” resource option is selected)
Max Units Field
(Shows on Resource Sheet as “Max Units”)
Levels Selected Tasks
(active once 2 or more tasks are selected)
Levels Entire Project
Let’s look at “Leveling Options”
Levels Tasks for Selected Resources
(entire project or selected tasks)
New in PS2010
Replaces the old “Level Now” button.
This represents new functionality in PS2010 and is used to level “ALL” resources at the same time.
Let’s discuss each option setting.
The above option forces MS Project to first consider the “Priority” number --- easiest method to control leveling function on a task-by-task basis --- let’s look closer.
Separate Presentation needed on full use of this view
Max Resource Units Available
(Red = Over allocated)
Using the leveling tool in Project is LAST because of complexity --- First try the other listed techniques on over allocated tasks
Insure the “Indicator” column is visible in the selected Task view
Locate the RED “Burning Man” indicator and “right click” for options to manage overallocated resources
Use the “Task Inspector” sidepane to select the best options:
* Reschedule Task
* Team Planner (new in MS Project 2010)
Change the priority to 1000 on all changed tasks you like!
Once a task is subsequently set with a priority 1000 (meaning do not level), if you click “Clear Leveling” in the Resource Leveling dialog box, the leveling delay or split is not removed.
Use the “Leveling Gantt” View
The Leveling Gantt view will show you the results of leveling as well as how much delay leveling has added to tasks.
After leveling check other possible impacts: