Options Tab of the Level Resources Dialog Box of the Activities Page

Overview

Use this tab to configure leveling options and priorities.

Screen Elements

Consider assignments in other projects with priority equal or higher than field

The numeric priority level used when considering assignments in other projects during the leveling process.

For example, if resources are assigned across multiple projects, you can determine whether to consider the resource assignments in other projects when leveling. A leveling priority number is assigned to each project. In the Level Resources dialog box, mark the option to consider assignments in other projects and specify the priority value you want to consider.

Preserve scheduled early and late dates option

Determines whether early and late dates are preserved as scheduled or adjusted during the leveling process.

If you mark this option, the project’s current early dates are retained before leveling. To review the leveled early dates, select to show the Remaining Start/Finish dates or the Start and Finish dates. In addition, when you preserve these dates, the module only forward-levels the schedule, which means that the early dates of activities from the start to the finish of the project are scheduled.

If you clear this option, the application also performs backward leveling. Backward leveling schedules activities to occur as late as possible without delaying the project finish. The application reverses the leveling process, beginning at the project’s late finish and working towards the beginning of the project. If insufficient resources are available to schedule an activity on its late dates, the activity is advanced to an earlier date. When the schedule is leveled forward and backward (by clearing the option) the project’s early and late start/finish dates are updated.

Level resources only within activity total float option

Determines whether to delay activities with resource conflicts only up to their late dates (late finish when based on finish float, late start when based on start float).

Preserve minimum activity float field

The minimum amount of total float you want to maintain for each activity during leveling.

Maximum percent to over allocate resources field

The maximum percentage by which resource availability can be increased.

Recalculate assignment costs when leveling option

Determines whether to recalculate the costs of assignments when leveling.

Display leveling log upon completion option

Determines whether to display the leveling log when leveling is complete.

Leveling Priorities table

The priorities associated with the resources and the sort order for each.

Your priorities are used to handle scheduling conflicts that might occur during leveling, and determine which project or activity is leveled first. The table displays the type of priority, and the order in which the item specified in the priority is leveled.

"" Add Leveling Priority

Creates a new leveling priority row in the Leveling Priorities table.

"" Delete

Deletes the selected item or items permanently.

Field Name field

The fields considered to be leveling priorities.

Sort Order list

Determines whether the application sorts values in ascending or descending order.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, click the Actions menu and select Run "" "" Leveler... (Shift+F9).
  4. In the Level Resources dialog box, click the Options tab.

Related Topics

About Resource Leveling

Leveling Resources

Configuring Resource Leveling Options and Priorities


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