Updating Project to status date versus Leveling in MS PROJECT 2013

Hi,

yesterday I was teaching one of my Blog Readers about Leveling and Updating Projects in MS PROJECT 2013. The main problem was that after updating Project over allocated resources are still over allocated. I will explain the difference between those two things. I will not going to deep in Leveling in this Post.

Let me create The brand new Project:

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and I will create one Resource:

image

Finally I am going to assign John to all Tasks:

image

Obviously, John is very, very over allocated.

Let say that John has Finished Task 1, and Task 4, and 50% of Task 2, and then he got Sick:

image

Now suppose that today is Friday, 13.03.2015, and we are going to update our Project to get Real Situation before we go home and spend wonderful weekend:

image

I will now update this Project:

image

and I will get:

image

as you can see, John is still over allocated. Why? Because I rescheduled Project after status date and get real situation. With this option you will never resolve Over Allocation. This is not a bug, OK, now suppose that I talked to John and I asked him why he got sick? The answer can be: “Because I am working far to much per day!” So I want to be sure that John is not Over allocated any more. Firs I will look at the Resource Usage View:

image

Now I know that John has to work 16 hours per day at Monday, Tuesday , and Wednesday. Now I will Level him:

image

and I will get:

image

As you can see John will work on Task 5, after Task 3, from Friday to Tuesday, and he is not over allocated any more. So there is a huge difference between Updating Project to status date versus Leveling Resources, and you should be aware of it.

Regards!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project 2013, PMI, PRoject Management and tagged , , . Bookmark the permalink.

One Response to Updating Project to status date versus Leveling in MS PROJECT 2013

  1. KS Pitre says:

    Dear Nenad,
    Your explanations are the best I have come across while searching for solutions to problems in MS Project. Thanks a lot and best wishes.

    KS Pitre

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