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Joe1250's avatar
Joe1250
Copper Contributor
Nov 07, 2023

Issues with leveling

Hey all, got another one for you... I'm having some issues trying to level my project and no matter what I try, I'm not getting the results I'm hoping for. I've tried every combination of work types ...
  • TonyProctor's avatar
    Nov 10, 2023
    Great questions and very normal challenges. Here's my recommendation of managing 10-15 projects at any given time and always resource loading.
    1. Setup the task types correctly as intended for the type of work you're doing
    2. Resource load them and adjust your resources
    3. Setup your tasks with dependencies on the actual work dependencies
    4. Do NOT use resource leveling, it causes too many problems that you're not able to decipher
    5. Review your Resource loading and prioritize 'who' you want to add additional dependencies on their tasks to not only prioritize their work but it will help with the resource loading for that individual.
    **NOTE: As you add dependencies due to resource overallocations, document your 'notes' with some info that you can later filter and present as a report. This is great for building a case for getting additional resources.
    **NOTE: Use your critical path and total slack to review the tasks for the overallocated individuals. If they're Overallocated and on or very near the critical path use a custom field to flag those tasks as Risks. Along with your notes, this is another segmentation of your schedule to get the right visibility of your challenges and have data to back it up.
    6. Repeat step 5 as necessary to level (prioritize) the work
    I know this is simplifying it but give it a whirl and let us know how its coming along. Also, download Dale Howard MVP's filters to verify that you have all of your dependencies and constraints set. Here's a link to it and he has a free download https://www.youtube.com/watch?v=oidjqs_0EXg&t=6s

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