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Leveling Resources

Level one or more projects whenever the required shared or critical resources have limited supply or availability or to generally keep resource usage at a constant level. For example, when a resource has been assigned to more than one activity during the same time period, level the projects to eliminate potential resource over-allocation. In short, resource leveling re-distributes work among other available resources.

To level resources:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  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:
    1. Select the Options tab to configure resource leveling options and set optional leveling priorities to specify which assignments are leveled first when a conflict exists.
    2. Select the Resources tab to specify which resources should be leveled.
    3. (Optional) Click Save to save your settings and close the dialog box.
    4. Click Level.

Tips

  • You can have the application level resources automatically. See Creating Scheduled Services.
  • These services are removed from the database based on the ASAP Cleanup Rate your P6 administrator specifies on the Configurations tab in P6 Administrator application. Once the time is met all ASAP jobs that have a status other than running or delegated will be removed from the table automatically. Running and delegated jobs will be removed if they are older than the cleanup rate or if they are older than one day, whichever is greater.

Related Topics

About Resource Leveling

Configuring Resource Leveling Options and Priorities

Level Resources Dialog Box of the Activities Page


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