Mastering Assignment Leveling and Task Splitting Project Management Help

The leveling’ Can Adjust Individual Assignments checkbox in the Resource leveling dialog box enables or disables assignment leveling for the entire project. You can set

• assignment leveling for specific tasks rather than selecting it here for the entire project. There are some tasks that use resources that work at the same time. The UPlayin the World Series” or “Mixed Doubles, second set” tasks, for example, shouldn’t assign half of the resources to start hours or days after the others.


The level Assignments field is a task property that isn’t on the Task Information Form or displayed in any of Project’s standard views. To set assignment leveling, switch to a task view such as the Gantt Chart, right-dick a column header, and choose Insert Column from the shortcut menu to open the Column Definition dialog box:

Select the level Assignments column and add it to the view. This is a Yes/No field. Yes allows Project to level individual assignments for the task. No keeps the entire team together for the World Series. Summary tasks allow Assignment leveling. You can’t change this setting for summary tasks. The leveling Can Create Splits in Remaining Work field is another Yes/No field·available at the task level. Add the leveling Can Split column to a task view. Choose Yes to enable splitting or No to prevent split delays of tasks that are already in progress.

Launching the Leveling Process

After you set the time period, click the Level Now button, and Project will determine which resources are overallocated, and will then delay or split and delay tasks to reduce or eliminate the overallocation by using the settings you specified in the dialog box. The progress meter in the status bar shows the leveling effort:

Resolving Leveling Conflicts Some overallocations can’t be leveled. If, for example, you allocated a resource to a summary task to track administrative time and the same resource is allocated to one or more of the summary task’s subtasks, leveling will pause
and you’ll be prompted to stop leveling or skip this task.

If the summary task assignment was a mistake, note the summary task with the resource assigned, and click Stop to stop the leveling operation. Remove the assignment from the summary task, and start leveling again by choosing Tools > Resource Leveling.

Click the Skip button to continue if the summary task assignment was intentional. Click Skip All, and Project won’t notify you when other overallocations can’t be leveled. If Project can’t resolve an overallocation unrelated to a summary task, a message box lets you know which resource it is unable to level and the date for the overallocation conflict:

The choices are the same. You can stop, diagnose the problem now and start leveling again, skip over this problem and continue to see reports from Project about conflicts, or skip this conflict and suppress further messages by clicking Skip All.

When there aren’t resolvable over-allocations, leveling only takes a few seconds. After leveling, choose View > More Views > Leveling Gantt to see the changes made by leveling in the Leveling Gantt, shown in Figure 11.10. Green bars indicate the original, per leveled schedule for each task; the gap, if any, between a task’s green Gantt bar and the blue Gantt bar is the delay added by leveling

almost all leveling delays.

almost all leveling delays.

Clearing Leveling Delays

To remove leveling delays, select the tasks you want to remove leveling for and open the Resource Leveling dialog box (Tools > Resource Leveling). Click the Clear Leveling button. Select Entire Project or Selected Tasks, and click OK to remove delays.

Leveling Resources On Your Own

You don’t have to rely on Project’s leveling feature to level resources. You may want to level some of the overallocated resources one at a time so that you can consider the implications before adding a delay. You can delay a task or an assignment.

When you delay a task, the task’s start date moves. Apply assignment delay when you want to delay one or more re~ources, but not all those assigned to a task; or when you want to use different delays for each resource.

The view used to assign leveling delays is t~ Resource Allocation Form with a couple of additions. The Detail Gantt uses the Delay table, and the Resource Usage table includes the Assignment Delay column, You’ll set assignment delays in the upper pane and task delays in the table in the lower pane.

Use the Detail Gantt and Resource Usage Form to add delays manua

Use the Detail Gantt and Resource Usage
Form to add delays menu

To display the Resource Allocation view with assignment delay and task delay fields visible:
1. Choose Vtew > More Views > Resource Allocation.
2. Click in the Gantt Chart in the lower pane.
3. Choose View > Table > More Tables to open the More Tables dialog box.

4. Select Delay.
5. Click Apply.
6. In the Resource Usage table in the upper pane, right-click on the Work column heading.
7..’Choose Insert Column from the shortcut menu.
8. Select the Assignment Delay column in the Column Definition dialog box.
9. Click OK.

Delaying a task delays all the resource assignm.ents for the task. Clicking the Clear Leveling button in the Resource Leveling dialog box clears task delays. To add delay to a task:
1. In the upper pane, select any assignment for the task you want to delay.
2. In the Leveling Delay field in the lower pane, enter the duration for the delay.

Assignment delay is the amount of time after the task’s start date that the resource begins work on the assignment. Resource delay can’t be cleared from the Resource leveling dialog box; you must reverse the delay manually. To delay an assignment:

1.. Select the assignment you want to delay in the Resource Usage table.
2. Enter the duration for the delay in the Assignment Delay field.


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