Topic: Resource Overallocation Part 6 – Leveling at the Task Level (continued)

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 priority. 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, Task B and Task C during the same time period:

Resource Overallocation Leveling at the Task Level Pic 1

If the overallocation is to be resolved based on the importance of each task, one method for doing so at the task level of the data model is by task priority. To resolve the overallocation by task priority, begin by inserting the Priority field into a task table as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 2

Next, enter a priority number from 0 – 1000, with 0 being the lowest priority and 1000 being the highest priority, as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 3

Next, from the Resource tab, Level group, click Leveling Options as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 4

From the Resource Leveling dialog box, change Leveling Order to Priority, Standard, and then click Level All as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 5

Once Level All is selected, the overallocation is resolved by task priority as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 6

Please note there is more to the Priority field than is discussed and demonstrated in this Milestone Minute!

Applies To: All Current Versions of Microsoft Project.

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