MODULE 6 RESOURCE LEVELING CLASS DETAILS Jeremy Callinan Wednesday 6315 Friday 6515 Wednesday 61015 All sessions 1230 pm until 430 pm Overview of classes MODULE 1 INTRO ID: 552056
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Slide1
MICROSOFT PROJECT
MODULE
6 – RESOURCE LEVELINGSlide2
CLASS DETAILS
Jeremy Callinan
Wednesday, 6/3/15
Friday, 6/5/15
Wednesday, 6/10/15
All sessions: 12:30 pm until 4:30 pmSlide3
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 glossarySlide4
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.Slide5
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 AllSlide6
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 - Slide7
Leveling
Overallocated
Resources
If you’re leveling over and over
Level within a date range when your project is underwaySlide8
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….Slide9
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)Slide10
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.Slide11
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.Slide12
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.Slide13
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.”Slide14
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
.Slide15
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.