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Resource leveling RRS feed

  • Question

  • Case:

    you complete (totally or partially) a task scheduled in a future (let's say next week)

    so you say e.g. 100% complete for that task. If you reschedule, task is still as same timeframe marked completed which is ok

    Now, when when you hit level all resources, this completed work do not free the resource that was assigned to that task for other tasks which seems stupid to me.

    Am I doing something wrong?

    Wednesday, April 2, 2014 1:34 PM

Answers

  • The reason why your future dated task even though completed is not freeing the resource after leveling is that if you are not adding the Actual Start Date for the task the project is still putting the Actual Start as the future scheduled start date. So, just by updating the % complete to 100 or adding remaining as 0 would not solve; you will have to tell the project that the task actually started this week (by adding the Actual Start Date) and finished too, this will automatically remove the over-allocation of that common resource.


    Sapna Shukla

    Wednesday, April 2, 2014 3:27 PM
    Moderator

All replies

  • Hi Marc,

    Just to be sure when you say that the completed task has the same timeframe.

    Actually if you completed a task that was planned in the future, the best practice is to enter (splitting your window and working with the task form) the actual work, then setting the remanining work to 0. Doing this, Project will adjust the task duration to a new timeframe, meaning the task will not anymore have work in the future, since it has been completed.

    Then running resource leveling, since the task is completed with no work in the future, the resource will be free to work on another task.

    I'd suggest to directly mark a task as 100% only if it has been completed just as planned. Otherwise, it is recommanded to use actual and remaining work from the task form.

    Hope this helps.


    Guillaume Rouyre - MBA, MCP, MCTS

    Wednesday, April 2, 2014 1:49 PM
    Moderator
  • The reason why your future dated task even though completed is not freeing the resource after leveling is that if you are not adding the Actual Start Date for the task the project is still putting the Actual Start as the future scheduled start date. So, just by updating the % complete to 100 or adding remaining as 0 would not solve; you will have to tell the project that the task actually started this week (by adding the Actual Start Date) and finished too, this will automatically remove the over-allocation of that common resource.


    Sapna Shukla

    Wednesday, April 2, 2014 3:27 PM
    Moderator
  • If a task was scheduled in the future and you simply mark it 100%, then MSP adopts the scheduled start and finish dates as the actual start and finish dates. Since it is impossible that the task was done in the future (even though MSP allows you to say it did), you have introduced data which is wrong and is bound to create various problems as well as the leveling problem you have found. Use the tracking table to input the actual start and actual finish dates.
    Wednesday, April 2, 2014 11:29 PM