How to Level Resources in Project 2016

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During this Microsoft Project 2016 training tutorial video, we will discuss about the basics of resource leveling. We will be demonstrating on the manual resolution of over allocation.

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Hello and welcome back to our course on Project 2016.
We’re starting this section from Wedding 05 and we’re going to look at Resource Leveling.

The way we left things in the preceding section is that I had assigned the bride and groom to the tasks for which they have a level of involvement during the planning of the wedding. And we can see that both of them are significantly over-allocated, particularly during one period in the second half of December where they have a lot of different things to be doing all at once.

You can see the specific tasks that are over-allocated with the indicator in the left hand column there in the display. And as I pointed out to you in the preceding section if we look at the Resource Sheet the two resources there that are marked in red are the ones that are over-allocated. And of course in something like this project we don’t really have the option of say having a couple of extra brides or a couple of extra grooms to spread the work over. In another project, such as for example the bathroom refit, if the tiler or the plasterer or the bathroom fitter had too much work to do you could possibly get a second person into help but that isn’t really an option for us here.

Now one of the things that I mentioned in the preceding section, which is of course a very important thing to do, is to make sure that you have your default task type set correctly. Let’s just take a look at that now.

On the Schedule page in Project Options in Scheduling Options for this project note that I have this project selected. So that’s Wedding 05. And the default task type I now have is fixed duration. Note also that I have the checkbox, New tasks are effort driven, is not checked. Now if I go back to this dropdown here, for all new projects my overall default is still a default task type of fixed units.

So in the absence of a specific change for a specific project, that is if you like my default default it’s fixed units. You will obviously need to set that up in the way that suits you.

It’s very likely when you are planning projects and as your projects progress that you will experience overallocation of resources and there are a number of ways of resolving these overallocations and we’re going to be looking at quite a few during the course. But before we do just one very important point to make is this. There isn’t some universal, if you like, panacea for overallocations. There isn’t one way of resolving overallocations, which is always the right way of doing it. The resolution of overallocations almost always involves understanding the underlying project, the underlying business, the underlying activity that your project relates to because you have quite a few, if you like, nobs and dials that you can adjust in order to get the best result when you’re resolving overallocations.

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