Figure 1. An unleveled schedule (adapted from Peter Brucker and Sigrid Knust, Complex Scheduling, 2nd ed, Springer-Verlag, 2012, Figure 3.2, p. 120)   The schedule in the above figure is not resource-feasible. Resources are over allocated, and the schedule needs to be leveled. Assuming you want to minimize project duration, how would you level it?…

Summary ‘ Time Modeling’ is the simplest way of working with project scheduling applications (like Microsoft Project and Oracle Primavera) that everyone can learn in one or two days of training (‘introductory’ level). The ‘intermediary’ level is modeling time and workloads (‘Workload Modeling’ ), which requires you to learn many more features in your scheduling application…

Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Technical category of the Talent Triangle. Event Description: Join MPUG author Daryl Deffler as he continues the journey through his latest series of articles on Resource Leveling. Slide Deck: MPUG Project 2013 Resource Leveling Part II Watch Part One Read…

Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Technical category of the Talent Triangle. Event Description: Join MPUG author Daryl Deffler as he journeys through his latest series of articles on Resource Leveling. Slide Deck: MPUG Project 2013 Resource Leveling Part I Watch Part Two Read Daryl’s articles…

Learn more in Daryl Deffler’s two-part webinar series on resource leveling, Resource Leveling: The Complete Series, available on-demand. Interested in more from MPUG? We provide online training for Microsoft® Project and Project Management including: Live training webinars with interactive Q&A Over 500 hours of on-demand training videos Earn the PMI® PDUs you need Personalized training transcript and certificates Over…

Welcome to the final article in the “Resource Leveling” series. If you’ve read the prior articles, you may have noticed a lack of recommendations. I did that purposely to keep those articles focused on the “black and white” aspects of tool functionality and so that I could present recommendations all together in one final article,…

There’s an old joke: How do you eat an elephant? The answer is: one bite at a time. While the joke may be goofy, it illustrates an important concept. A step-by-step ordered approach can be used to address any big problem. Leveling a new schedule for the first time can be just like that. The…

You’ve hit that magical point. Your knees are weak, you’re nervous and your palms are sweating. Yes, it’s time to level your schedule. But there’s different leveling buttons and beyond that there are also leveling controls. Which options should be set? Which leveling button should be used? The answers to those questions depend upon what…

Welcome back to our series on Resource Leveling! Thus far, we’ve been focused on the technical aspects of leveling, concentrated on establishing a core understanding of the leveling hierarchy, the leveling options and leveling limitations. With this foundation in place, the series will now change gears and cover the leveling process. Preparing to Level How…

Welcome back to our series on resource leveling! This article wraps up the core leveling functionality by examining the leveling fields available to: Override leveling options at a task or resource level; and Review leveling changes or impacts. Override Fields “Level Assignments” This Yes/No field is a task level override for the project-level “Leveling can…