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Levelling resources across projects in Project

Resolved · Medium Priority · Version 2003

Reply Tue 20 Apr 2010, 15:40Delegate Sabine said...

Sabine has attended:
Project Intro Intermediate course

Levelling resources across projects in Project

How / on what basis does Project choose to level resources across several individual projects when the resources are from a shared resource pool (and projects are individual projects, not part of a master project)?

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Reply Fri 23 Apr 2010, 16:04Trainer Simon said...

RE: Levelling resources across projects in Project

Hi Sabine,

Thank you for your question.

We are currently in the process of looking at your question.

One of our trainers will contact you on Monday.

Regards

Simon

Reply Tue 27 Apr 2010, 16:43Trainer Simon said...

RE: Levelling resources across projects in Project

Hi Sabine,

Thank you for your question.

The levelling process works exactly the same as if you were levelling for one project. If you use the Standard method it uses the following criteria to determine which task to delay first:

1. Predecessor relationships
2. Slack
3. Dates
4. Priority
5. Constraints

However, you can set a priority level for each project and task to determine which project and task to delay first.

The lower the priority number means the project or task will be delayed first. Then you can grade the others accordingly.

To set a priority for a project or tasks of between 0 and 1000:

Project menu - Project information and set a lower priority number to delay that project first. You can then set individual priorities for each task using the task information box.

So if you had three projects sharing one resource pool A, B and C, if you prefer to delay tasks for Project B first then set a low priority number such as 10.

Alternatively open the resource pool after sharing, choose option 3 and then level the resources.

I hope this answers your question.

Regards

Simon

Tue 4 May 2010: Automatically marked as resolved.

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Ms project tip:

Set default task type - Project 2010

a. In Project, click on the File tab
b. Select Options from left hand side
c. Click on Schedule to set the scheduling options
d. Set the Default Task type box to your chosen option
i. Generally if you plan/estimate your projects using durations you should use fixed duration, and untick the box New tasks are effort driven, if you plan/estimate with person hours use fixed work, or for plans estimated with the proportion of resources time use fixed units, and untick the box New tasks are effort driven)
e. Click OK to apply your changes

View all MS Project hints and tips