RESOURCE
LEVELLING
Presenters:
Ata, Jamaica
Candelon, Silver Kate
Maygay, Kurt
Montejo, Kylene
Paclar, Precious
Introduction
Resource levelling is a technique in project management that
overlooks resource allocation and resolves possible conflict
arising from over-allocation. When project managers undertake
a project, they need to plan their resources accordingly.
This will benefit the organization without having to face
conflicts and not being able to deliver on time. Resource
levelling is considered one of the key elements to resource
management in the organization.
An organization starts to face problems if resources are not
allocated properly i.e., some resource may be overallocated
whilst others will be under-allocated. Both will bring about a
financial risk to the organization.
Resource levelling is required when there is a demand for
resources more compared to the available supply.
Introduction
Resource levelling helps an organization to make use of the
available resources to the maximum. The idea behind resource
levelling is to reduce wastage of resources i.e., to stop over-
allocation of resource.
Project manager will identify time that is unused by a resource
ang will take measures to prevent it or making an advantage
out of it.
By resource conflicts, there are numerous disadvantages
suffered by the organization, such as:
1. Delay in certain task being completed
2. Difficulty in assigning a different resource
3. Unable to change task dependencies
4. To remove certain tasks
5. To add more tasks
6. Overall delays and budget overruns of projects
Agenda
Levelling Defined
Benefits of Levelling
Levelling Settings
Priority Defined
Demonstration
Conclusion
What is Levelling? What does that mean
Resource Levelling is the process of Resource Levelling prevent two tasks from
balancing resource utilization to prevent being assigned to the same person at the
over-allocation to prevent over allocation same time.
and to maximize efficiency. Resource Levelling ensures that all people
are assigned tasks to maximum capacity
wherever possible.
Benefits of Levelling
Prevent resource over-allocation
Assists in maximizing resource utilization
More flexible than using predecessors
Allows MS project to automatically adjust to
changing priorities, durations, and resource
availability.
Calculation
Types
Item 5 Item 1
20% 20%
Automatic (Default)
Performs leveling for any change
in priority, duration, resources, or
other properties
Sometimes difficult to find
levelling results in large projects
Can be slow with large or linked Item 4 Item 2
20% 20%
projects
Manual
User initiates levelling when
desired Item 3
Usually easier to identify and 20%
revert changes that result from
levelling.
Levelling Order
ID Only
Task with the lowest Id numbers are performed first
Standard
Task are performed based on predecessors, slack, fixed start
dates, and constraints
Priority, Standard
Task are performed based on priority first, then remaining
Standard factors.
Levelling
Level within available slack
Preferences Select to “keep your project as short as possible”; doesn’t always
work
Levelling can adjust assignments
Select to adjust tasks for each resource separately
Levelling can create splits in work
Select to allow tasks to be split
Understanding
Priority
Priority is 0-1000 in increments of 1;
default priority is 500
Priority of 1000 means “Do not level”
Summary task priority is ignored
Priority has no relationship to ID; tasks
can be listed in any order
Demonstration
Over-allocated resources
Show resource utilization
Levelling by ID Only order
Clear and show levelling
Levelling by Standard order
Clear and show leveling
Levelling by Priority order
Clear and show levelling
Adjust priorities and level gain
Tracking Gantt
Conclusion
RESOURCE LEVELLING IS AIMED AT
INCREASING EFFICIENCY WHEN UNDERTAKING
PROJECTS BY UTILIZING THE RESOURCES
AVAILABLE AT HAND. PROPER RESOURCE
LEVELLING WILL NOT RESULT IN HEAVY
EXPENDITURE.
