Resource Overallocation Part 7 – 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 Task ID. In upcoming Milestone Minutes we will continue to resolve overallocation through resource and assignment level strategies.

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

To resolve the overallocation based on Task ID, from the Resource tab, Level group, click Leveling Options as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 2

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

Resource Overallocation Leveling at the Task Level Pic 3

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

Resource Overallocation Leveling at the Task Level Pic 4

If the default leveling order Standard had been selected, the overallocation would have been resolved as shown in the following illustration:

Resource Overallocation Leveling at the Task Level Pic 5

The question to consider is, “why did Microsoft Project resolve the overallocation the way it did with the Standard order applied?” The answer will be provided in the next Milestone Minute along with additional information related to the answer!

Applies To: All Current Versions of Microsoft Project.

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