Resource Overallocation Part 5 – Leveling at the Task Level

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 task level of the data model by moving a task. In upcoming Milestone Minutes we will continue to resolve overallocation through additional task level strategies, and resource and assignment level strategies too.

In the following illustration, Bradley Beck is overallocated as he is assigned to Task A and Task B during the same time period:

Resource Overallocation Leveling at the Task Level Pic 1

If the overallocation is to be resolved by moving Task B, one method for doing so at the task level of the data model begins by selecting Task B, and then from the Task tab, Tasks group, selecting Move as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 2

Then, from the Move menu, selecting a choice such as When Resources are Available as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 3

Once selected, the overallocation is resolved as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 4

Other options on the Move menu, such as those in the Move Task Forward section, are ideal for incrementally resolving overallocation at the task level of the data model. Give them a try!

Applies To: All Current Versions of Microsoft Project.

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