Resource Overallocation Part 4 – Leveling an Entire Project

Microsoft Project provides many options for resolving overallocation at the Project, Task, Resource and Assignment levels of the Microsoft Project Data Model. In this Milestone Minute we will focus on resolving overallocation at the project level of the data model by shifting an entire project. In upcoming Milestone Minutes overallocation will be resolved through task, resource, and assignment level strategies.

In the following illustration, a master project is displayed containing two projects, PROJECT A and PROJECT B:

Resource Overallocation Project Level Leveling Options Pic 1

With the addition of PROJECT B, overallocation has been created as witnessed through the red resource overallocation indicator displayed in the Indicators column.

If the overallocation is to be resolved by moving PROJECT B to a later date, the process to do so begins by opening the source file. From the source file, navigate to the Project tab, Schedule group, and click Move Project as shown in the following illustration:

Resource Overallocation Project Level Leveling Options Pic 2

From the Move Project dialog box, select a New project start date and select Move deadlines if the project has deadlines in need of moving. When finished, click OK as shown in the following illustration:

Resource Overallocation Project Level Leveling Options Pic 3

By default task constraints are automatically moved through the use of the Move Project dialog box. The ability to move deadlines and constraints automatically is not something that can be accomplished through use of the Project Information dialog box.

In the following illustration, PROJECT B has been moved and the overallocation has been resolved:

Resource Overallocation Project Level Leveling Options Pic 4

Applies To: All Current Versions of Microsoft Project.

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