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Resource Leveling

Resource Leveling. Agenda. Importance of the Individual Project Plan Importance of Resolving Resource Over-Allocations in All Project Plans Identifying Resource Over-Allocations Manual (On-demand) Leveling of Projects Manual (On-demand) Leveling of Resources

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Resource Leveling

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  1. ResourceLeveling

  2. Agenda • Importance of the Individual Project Plan • Importance of Resolving Resource Over-Allocations in All Project Plans • Identifying Resource Over-Allocations • Manual (On-demand) Leveling of Projects • Manual (On-demand) Leveling of Resources • Leveling Resources Across a Portfolio of Projects

  3. Importance of the Individual Project Plan

  4. The Building Blocks of EPM • The individual Project Plan is the building block from which the Enterprise Project Management environment is constructed. • The discipline of building sound Project Plans is critical to the success of EPM. • Resolving resource over-allocations is a critical part of the discipline of building sound Project Plans.

  5. Basic Process for Creating a Project Plan

  6. Importance of Resolving Resource Over-Allocationsin all Project Plans

  7. Over-Allocation of Resources • Over-Allocation of Resources exists when— Work [Scheduled] > Available Hours* • Usually caused by scheduling multiple assignments for a resource during a single time period (Note: EPM significantly intensifies this problem) • Project considers the Resource Calendar—but not other assignments—when scheduling new assignments *Available hours = Working Hours in Time Period X Resource Units

  8. Impact of Over-Allocated Resources • If over-allocated resources exist in a schedule, the entire project schedule is untrustworthy and not suitable for use in managing the project. • If individual project plans are untrustworthy, all portfolio analysis becomes untrustworthy

  9. Identifying Resource Over-Allocations

  10. Approaches to Leveling • Project does the leveling • Automatic leveling • Manual (on demand) leveling • Entire project • Selected resources • Project Manager does the leveling Risk

  11. Delay a task Split a task Reduce a task’s duration Change the resources assigned to the task Assign more resources to the task Replace an over-allocated resource with and under-allocated resource Remove an over-allocated resource from a task Add overtime Methods of Resolving Resource Over-Allocations Project Uses Only These Two

  12. Manual (On-Demand) Leveling of an Entire Project

  13. Manual (On-Demand) Leveling of a Single Resource

  14. Leveling Resources Across aPortfolio of Projects

  15. Recommendations About Leveling • Resource over-allocations must be addressed • A “Project Audit” should be conducted on project plans that are being published to the server. The audit should include a check for over-allocated resources. • Recommend—especially to naïve clients—that Project’s Automatic Leveling and Manual (On Demand) Leveling features not be used.

  16. END

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