Leveling Overview

Leveling Resources Video

When you schedule a project, the schedule is calculated based upon the activity requirements, not resource or role availability. Consequently, two activities requiring the same role or resource may be scheduled to occur simultaneously in the project schedule. To resolve this overallocation, you can level the project. If you are working in a program, you can level all of the project schedules in the program at once. Leveling ensures that roles or resources are not overallocated for projects by reducing or eliminating overloads for assignments to more than one activity within a project. During leveling, the role or resource assignments for all scheduled activities are compared to the role or resource availability at the time of leveling, and an activity is only scheduled to occur when its resource or role demands can be met. To achieve this, the system delays activities so that the overallocated roles or resources work on activities consecutively, instead of simultaneously.

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.