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Managing Resource Utilization using Microsoft Project Leveling

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Managing Resource Utilization using Microsoft Project Leveling. Presented by Larry Christofaro, PMP, MCITP February 29, 2008. Introduction.

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Managing Resource Utilization using Microsoft Project Leveling

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  1. Managing Resource Utilization using Microsoft Project Leveling Presented by Larry Christofaro, PMP, MCITP February 29, 2008

  2. Introduction • The process of rescheduling activities such that the requirement for resources on the project does not exceed resource limits. The project completion date may be delayed in the process. • Definition of “leveling” in Microsoft Project • Levels overallocated resources by delaying or splitting tasks • What are the ways you level projects today • How I started using Microsoft Project leveling

  3. Managing Schedules • Progression of managing project timelines and resource utilization • One dimensional: Using tasks • Two dimensional: Using tasks and resources • Three dimensional: Using tasks and assignments • It takes managing with Microsoft Project leveling to get to level three • And yes, you need to have a pretty good idea of what it takes to manage a two dimensional plan.

  4. Lets Build the Plan • Setup options (nothing needed) • Define tasks • Define resources • Assign resources to tasks

  5. Microsoft Leveling Options • Microsoft levels using the following criteria • Standard: Dependencies, Slack time, Dates, Constraints, Priority • Priority/Standard: Task priority, then standard • Uses resource information such as: • Working time calendar • Maximum units • Assignment units • Microsoft Leveling does not level material or cost resources.

  6. Level the Project • Review and cleanup resource utilization • Set exceptions (test plan) • Administration tasks • Recurring tasks • One per phase • Incorporate into task estimates

  7. Managing the Plan • Enter time to your project • What happens when the project changes • Not IF the project changes • The paradigm shift • Seeing tasks in parallel vs. serial • Use the tool to help manage the project, instead of you managing the tool

  8. Additional Topics • Managing and leveling across multiple projects • Using Microsoft leveling without entering actual time • EPM considerations

  9. Questions ??? ??? ??? ??? ??? ??? ??? ??? ??? ??? ??? ??? ???

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