Levelling Tips Case
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LEVELING RESOURCES IN PROJECT
To solve over allocation of a resource (shows up as red on the resource sheet for both 2007 and 2010 versions), one can delay a task using the number of slack days it has (leveling within slack) or split a resources work on a task which is called leveling outside of slack. You have a choice in Project to do either one.
Doing either leveling within or leveling outside slack does not change who is assigned nor should change task duration. You need to check the duration times of your tasks after leveling to make sure those durations have not inadvertently been changed. If so change them back.
Make sure you save two different files (one for Leveling within slack and one for leveling outside slack) from previous Zuma file.
FOR LEVELING RESOURCES WITHIN SLACK
2010 version
Resource tab > in level group >Click on leveling options
Manual selected
Level entire project
Check level only within available slack
Unclick everything else
Check Clear leveling values before leveling
Click OK
If box pops up with “cannot resolve the over allocation.” , then click Skip All
2007 version
Tools tab > Resource Leveling
Manual selected
Level entire project
Check level only within available slack
Unclick everything else
Check Clear leveling values before leveling
Click OK
If box pops up with “cannot resolve the over allocation….” , then click Skip All
FOR LEVELING RESOURCES OUTSIDE OF SLACK
2010 version
Resource tab > in level group > click on leveling options
Manual selected
Level entire project
Check level can adjust individual assignments ( you cannot create splits)
Unclick everything else
Check Clear leveling values before leveling
Click OK
If box pops up with “cannot resolve the over allocation….”