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Resource leveling RRS feed

  • Question

  • Is there a way to have Project 2007 automatic level resource (max is 8 hrs/day) when I schedule multiple tasks to a resource?

    I know that the software has automatic leveling function but I still don't understand the logic behind that. Many times the software just push out the date to sometimes next year even though resource is still available (resource only work part-time for other tasks). Is there a way that software can adjust resource allocation by following human logic which is when I try to add more tasks to a resource and if resource is already fully booked on that day, it will pop up warning to reschedule to the next available timeslot? 

    Tuesday, December 20, 2011 5:02 AM

Answers

  • Mimi --

    If you are wanting Microsoft Project 2007 to level resource overallocations by lowering the Units value to fill pockets of availability where the resource is already booked part-time, then no, the software cannot do this. If you have an overallocated resource with a Max. Units value of 100%, the software looks for full pockets of 8 hours availability into which to level the overallocated resource.  Beyond this, no, Microsoft Project 2007 will not show you a dialog warning you of an overallocation and then reschedule the resource to the next available time period.  In essence, I believe you would do the best to handle your own leveling needs manually.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, December 20, 2011 1:23 PM
    Moderator

All replies

  • I'm assuming you have not attached resources to future tasks and you are looking for Project to assign?  If so, that's not how Project works. You assign the resources and Project will comput the schedule based on availability (not exceeding the quantity).  If the quantity is exceeded, Project delays the task for a duration equal to remaining work with *assigned* resources at your defined max.  Project won't pick resources from the list and assign for you. It's just a big calculator.  It's not programmed to think like a PM.
    --rms www.rmschneider.com
    Tuesday, December 20, 2011 8:58 AM
  • Mimi --

    If you are wanting Microsoft Project 2007 to level resource overallocations by lowering the Units value to fill pockets of availability where the resource is already booked part-time, then no, the software cannot do this. If you have an overallocated resource with a Max. Units value of 100%, the software looks for full pockets of 8 hours availability into which to level the overallocated resource.  Beyond this, no, Microsoft Project 2007 will not show you a dialog warning you of an overallocation and then reschedule the resource to the next available time period.  In essence, I believe you would do the best to handle your own leveling needs manually.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, December 20, 2011 1:23 PM
    Moderator