Microsoft Office Tutorials and References
In Depth Information
Automatic tells Project to level every time you change your plan.
Manual requires that you go to the Resource Leveling dialog box
and click Level Now.
3. If you choose to level automatically, be sure to enable the Clear
Leveling Values Before Leveling check box, if you want previous
leveling actions reversed before you level the next time.
4. Set the leveling range to either:
Level Entire Project .
Level: < a date range >. Then fill in a date range by making choices in
the From and To boxes.
5. From the Leveling Order drop-down list, click the down arrow and
make a choice:
Standard considers slack, dependencies, priorities, and
ID Only delays or splits the task with the highest ID number: in
other words, the last task in the project.
Priority, Standard uses task priority as the first criteria in making
choices to delay or split tasks (rather than using up slack).
6. Select any of the four check boxes at the bottom to control how
Project will level:
Within available slack: No critical tasks are delayed, and your
current finish date for the project is retained.
Adjusting resource assignments: This allows Project to remove or
change assignments.
Splitting tasks only for unstarted work in the project: This can put
some tasks on hold for a period of time until resources are freed up
for work.
Relative to booking type: Booking type (proposed or committed)
relates to how firm you are in using that particular resource.
Allowing resource leveling to consider a resource’s booking type
means that committed resource assignments are considered more
sacred when Project goes about making changes than proposed
7. Click Level Now to have Project perform the leveling operation.
To reverse leveling, go to the Resource Leveling dialog box (Tools
Resources) and click Clear Leveling.
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