E. M. Hanna; 7/31/03 DXI Management Consulting 1 Resource Leveling.
Resource Leveling
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ResourceLeveling
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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
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Importance of the Individual Project Plan
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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.
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Basic Process for Creating a Project Plan
ProjectSetup
EnterTask
Details
EnterDurationsAgainstTasks
Outline thePlan
Link Tasks(CreateDepend-encies)
Check andadjust
DefineResource
Pool
AssignResources to
Tasks
ResolveResource
Over-Allocations
Baseline thePlan
Publish thePlan
to the Server
Manage;Track
Progress
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Importance of Resolving Resource
Over-Allocationsin all Project Plans
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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
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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
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Identifying Resource Over-Allocations
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Approaches to Leveling Project does the leveling
Automatic leveling Manual (on demand) leveling
Entire project Selected resources
Project Manager does the leveling
Risk
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Methods of Resolving Resource Over-Allocations 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
ProjectUses OnlyThese Two
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Manual (On-Demand) Leveling of an Entire Project
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Manual (On-Demand) Leveling of a Single Resource
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Leveling Resources Across aPortfolio of Projects
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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.
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