Microsoft Office Tutorials and References
In Depth Information
Leveling overallocated resources
4
In the Look for overallocations on a … basis box, make sure that Day by Day is
selected.
This setting determines the time frame in which Project will look for overallocations.
If a resource is overallocated, its name will be formatted in red. If it’s overallocated at
the level you choose here, Project will also show the Overallocated indicator next to
its name.
TIP On most projects, leveling in iner detail than day by day can result in
unrealistically precise adjustments to assignments. If you prefer not to see
overallocation indicators for day-by-day overallocations, select Week By Week in the
Look For Overallocations On A…Basis box and then click OK. Doing so will not level
resources, but it will determine when Project displays overallocation indicators next
to resource names.
5
Make sure that the Clear leveling values before leveling check box is selected.
Sometimes you will need to level resources repeatedly to obtain the results that you
want. For example, you might initially attempt to level week by week and then switch
to day by day. If the Clear Leveling Values Before Leveling check box is selected,
Project removes any existing leveling delays from all tasks and assignments before
leveling. For example, if you previously leveled the plan and then added more
assignments, you might want to clear this check box before leveling again so that you don’t
lose the previous leveling results.
6
Under Leveling range for Advanced Plan, make sure that Level entire project is
selected.
Here you choose to level either the entire plan or only assignments that fall within
a date range you specify. Leveling within a date range is most useful after you have
started tracking actual work and you want to level only the remaining assignments in
a plan.
7
In the Leveling order box, make sure that Standard is selected.
You control the priority that Project uses to determine which tasks it should delay to
resolve a resource conflict. The ID Only option delays tasks only according to their
ID numbers: numerically higher ID numbers (for example, 10) will be delayed before
numerically lower ID numbers (for example, 5). You might want to use this option
when your plan has no task relationships or constraints. The Standard option delays
tasks according to predecessor relationships, start dates, task constraints, slack,
priority, and IDs. The Priority, Standard option looks at the task priority value before
the other standard criteria. ( Task priority is a numeric ranking between 0 and 1000
12
 
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