Level a Resource or Role

Leveling helps ensure that enough roles or resources are available to perform scheduled project activities. You can level roles or resources for activities in a single project or across multiple projects in a program.

Note Leveling is only available if you have the Level privilege enabled in the project's owning workspace or for at least one project in a program.

To level a resource or role in a project or a program:

  1. Navigate to the project Activities page
  2. Select the Actions menu, and then select Level.
  3. (For programs only) In the Use leveling options from list, select a project. All projects within the program adopt the leveling settings of the selected project. This option is only enabled if there is more than one project in a program.
  4. In the Level dialog box, do the following:
    • Select a leveling method: Resources or Roles.
    • Select Preserve scheduled early and late dates to preserve activity early and late dates as scheduled rather than adjust them during the leveling process.
    • Select Recalculate costs upon completion to automatically recalculate costs after the leveling process completes. This option is hidden when you are working in the context of a program.
    • Select Display leveling log upon completion to automatically display the leveling log when the leveling process is complete.
  5. Choose whether to level all resources or roles, or specify the ones you want to level by moving them to the Selected list.
  6. To configure leveling priority settings, select the Prioritization tab, and select fields and a sort order to prioritize activities. Your priorities are used to handle overallocation conflicts that might occur during leveling, and determine which activity is leveled first.
    • Field: Select a field to be considered a leveling priority.
    • Sort Order: Specify the order how the field is prioritized.
  7. Do one of the following:
    • Select Save to save your leveling settings.
    • Select Level Now to run the leveler.

      Note Multiple float paths are not recalculated when you run the leveler.

Tips

  • The resulting dates represent the optimum positioning for the activities based on current resource and role assignments. However, if you reschedule the project, the dates will return to their original position.
  • When you run the leveler, the project is automatically scheduled according to the last scheduling settings.
  • After you level the resources or roles for a project, you can review the log to view data and statistics about the leveling process. Because the scheduler is also run during the process, schedule information is included in the log. You can access the log from the Level dialog box by selecting View Log, from the system notification you receive when the leveling process is complete, or from the Manage Services page. When the leveler is run, the application checks for loops, or circular relationships, in the activity relationship logic. If a loop is detected, then the leveler fails. You can view the error report with the activities in the loop from the scheduling/leveling log. To resolve the loop, return to the Activities page and view the relationship trace logic for the activities in the loop and remove a relationship.
  • Leveling uses the resource or role’s project-level Maximum Units Per Time (Max UPT) for a single project. In a program, leveling uses the project-level Max UPT if all assigned projects share the same value. Otherwise, leveling uses the Max UPT from the program’s owning workspace.