Resource Overallocation Part 8 – Leveling at the Resource 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 resource level of the data model. In upcoming Milestone Minutes we will continue to resolve overallocation through additional resource and assignment level strategies. Also, at the end of this Milestone Minute is the answer to the question asked in the Resource Overallocation – Part 7 Milestone Minute.

In the following illustration, Bradley Beck and Wendy Wheeler are overallocated as they are both assigned to Tasks A and B, and Tasks C and D during the same time period:

Resource Overallocation Leveling at the Resource Level Pic 1

To resolve the overallocation based on a specific resource, from the Resource tab, Level group, click Level Resource as shown in the following illustration:

Resource Overallocation Leveling at the Resource Level Pic 2

From the Level Resources dialog box, select a resource for leveling, and then click Level Now as shown in the following illustration:

Resource Overallocation Leveling at the Resource Level Pic 3

Once Level Now is selected, the overallocation is resolved for the selected resource as shown in the following illustrations:

Resource Overallocation Leveling at the Resource Level Pic 4

Resource Overallocation Leveling at the Resource Level Pic 5

The question to consider is, “why did Microsoft Project resolve the overallocation the way it did?” 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.

In the previous Milestone Minute, Resource Overallocation – Part 7, we asked “why did Microsoft Project resolve the overallocation the way it did with the Standard order applied?”

Resource Overallocation Leveling at the Resource Level Pic 6

The answer: with the Standard Order applied, tasks without task dependencies are considered for leveling prior to tasks with task dependencies!

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.