Project Management

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Resource Leveling with Multiple Resources Assigned

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Ava Diamond Tel Aviv, Israel
Will MS Project Resource Leveling take into account that two resources are assigned to a single task?

What is the best way of handling such a scenario? I don't necessarily want both resources to continue on the task if I can optimize time by having one move to the next task.

Thanks!
Ava
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Anonymous
Yes, MS Project leveling can take this situation into account. There is a check box on the leveling dialogue that you can set (or clear) depending on the behavior you want. The MS Project Help file describes the use of this check box as “Leveling can adjust individual assignments on a task Allows leveling to adjust when a resource works on a task independent of the other resources working on the same task. This is a global setting for all tasks and is selected by default. If you want to selectively allow leveling on individual assignments for specific tasks, you can add the Level Assignments field to a task sheet, and then set the field to Yes or No”. However, if you allow the task to have people scheduled in different timeframes, and the next task is dependent on this one, then the next task still does not get scheduled until all people are done working on the first (if you are using a finish-start). In your example, if it is truly possible for a single person to move to the next task, I would not assign everyone to one task. I like simple scheduling solutions. Editorial: My caution is that you really have to keep on close eye on what MS Project leveling is doing TO you if you don’t have everything set up just right, more so than what leveling is doing FOR you.)
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Andrew Makar Program Manager| AMAKAR LLC Oakland Township, Mi, United States
I've taken a couple different approaches in the past:

1. Break the task down further into individual tasks and create a dependency on the parent task.


2. Use the Task Usage view to allocate planned hours across the task for each resource.

I wrote a series of articles on Resource Management for a PMO and this one explains the Task Usage view:
http://www.gantthead.com/content/articles/236662.cfm

Let me know if you have any more questions.

Andy Makar
[email protected]
http://www.tacticalprojectmanagement.com

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