Some leveling options in Microsoft Project 2016

Hi,

my Blog reader has a question:

“Would you please give an example with “Leveling Can Adjust Individual Assignments on a Task” and an other example with “Level Resources with the Proposed Booking Type” in MS Project 2016 resource leveling option dialog box”

To answer, I will create Very simple Project with two Tasks:

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I will also Create two Resources:

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and I will assign them to Tasks like this:

image

As you can see, because John is assigned to the Task 1, and the Task 2, he is over allocated.

Now I will show you what option: “Leveling Can Adjust Individual Assignments on a Task” mean.

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I will get:

image

As you can see, Task 1, is moved to Start at Monday, 31.10.2016, because at that time John is available to work without any over allocation.

If I level those two  Resources but with checked option: “Leveling Can Adjust Individual Assignments on a Task”, I will get:

image

Now Task 1 is not moved to start at Monday, 31.10.2016, but it has longer duration instead. To explain that, I will show you Task Usage View, after this leveling:

image

As you can see, John will work on Task 1 from Monday to Wednesday. He can not work at the same time on Task 2. But what about Mary? She is not occupied on other Tasks from Monday to Wednesday, so she can work on Task 2. So, she will work from Monday to Friday, and she will complete her part of work on that Task, and John will start when he can, and that is at Thursday, and he will finish his part of work next Wednesday.

So, when you check that option, Tasks are leveled on Individual Assignments. On the other hand, if you deselect this option, the whole Task will be moved until all Resources are free to work. For example if you have 5 resources on one Task, and only one resource is over allocated, with this option deselected all resources will be moved along with the Task on the new dates.

What about option “Level Resources with the Proposed Booking Type“.

Now let me start for the Beginning with My Project. Again I have simple Project:

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I will make John as Proposed (it mean that you are not 100% sure that he will work on this Project:

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Now I will Assign John to all Tasks:

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To make this story shorter, you have two possibilities:

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If this option is selected tasks with Resources with Proposed booking type will be leveled. If this option is not selected they won’t. As simple as that.

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, MS PROJECT 2016, PMI, PRoject Management and tagged , , , . Bookmark the permalink.

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