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Configuring Resource Leveling Options and Priorities

Level resources in your project schedules to ensure that resource demand does not exceed resource availability. To handle scheduling conflicts that might occur during leveling, you can add priorities that specify which project or activity is leveled first. Before leveling, configure the options and priorities specified in the steps below.

To configure resource leveling options and priorities:

  1. Click the "" Projects menu and select Open Projects.
  2. On the Open Projects dialog box, open the projects for which you need to configure resource leveling options and priorities. See Opening Projects, Portfolios, or Templates.
  3. On the Projects navigation bar, click "" EPS.
  4. On the EPS page, click the View "" menu and select "" Columns.
  5. In the Customize Columns dialog box, expand the General section in the Available Columns list and double-click Project Leveling Priority to add it to the Selected Columns list and click OK.
  6. On the EPS page:
    1. Enter a value in the Project Leveling Priority field for each project.

      Note: Enter a value from 1, the highest priority, to 100, the lowest. The default is 10.

    2. Click the Actions menu and select "" Save (Ctrl+S).
  7. On the Projects navigation bar, click "" Activities.
  8. On the Activities page, click the View "" menu and select "" Columns.
  9. In the Customize Columns dialog box, expand the General section in the Available Columns list and double-click Activity Leveling Priority to add it to the Selected Columns list and click OK.
  10. On the Activities page:
    1. Enter a value in the Activity Leveling Priority field only for those activities that require a specific change to their leveling priority. For example, a Normal activity might become a Top priority.
    2. Click the Actions menu and select Run "" "" Leveler... (Shift+F9).
  11. In the Level Resources dialog box, click the Options tab.
  12. On the Options tab:
    1. Select the Consider assignments in other projects with priority equal or higher than option and select a value from the list to include in the leveling process projects that are not currently open, but that do fit the required priority level.
    2. Select or clear the Preserve scheduled early and late dates option to determine if the leveling process can alter activity dates or not.
      • If you select this option, configure the options it enables.
    3. Select or clear the Recalculate assignment costs when leveling option to determine if the application should automatically recalculate assignment costs if they are affected by the leveling.
    4. Select the Display leveling log upon completion option if you would like to see a summary of activities delayed by leveling and exceptions made for critical activities.
    5. In the Leveling Priorities section, specify priorities that will be used to level the activities. Add priorities in the order in which you want the application to consider them. For each priority you add, repeat the following steps:
      1. Click "" Add.
      2. In the Field Name list, select Project Leveling Priority, Activity Leveling Priority, or another field.
      3. In the Sort Order list, select Ascending, Descending, or, for some fields, Hierarchy.
  13. In the Level Resources dialog box, click the Resources tab.
  14. On the Resources tab, select an option and click Save.

    Note: If you select Selected Resources, add resources to the Selected Resources list. See Configuring Columns or Values.

Tips

You cannot edit the Project Leveling Priority of a project if you do not have the appropriate security privileges or if the project is checked out or opened exclusively by another user.

Related Topics

Leveling Resources

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

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

Level Resources Dialog Box of the Activities Page


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