Level a Resource or Role

Leveling is a process that helps you ensure that sufficient roles or resources are available to perform the activities in your project according to the schedule.

To level a project:

Navigate to the project Activities page
1. In the object selector, select a project.
2. In the sidebar, hover over  Schedule, and select Activities.
Select the Actions  menu, and then select Level.
In the Level dialog box, do the following:
- Select a leveling method: Resources or Roles.
- Select Preserve scheduled early and late dates to preserve activity early and late dates as scheduled rather than adjust them during the leveling process.
- Select Recalculate costs upon completion to automatically recalculate costs after the leveling process completes.
- Select Display leveling log upon completion to automatically display the leveling log when the leveling process is complete.
Choose whether to level all resources or roles, or specify the ones you want to level by moving them to the Selected list.
To configure leveling priority settings, select the Prioritization tab, and select fields and a sort order to prioritize activities. Your priorities are used to handle scheduling conflicts that might occur during leveling, and determine which activity is leveled first.
- Field: Select a field to be considered a leveling priority.
- Sort Order: Specify the order how the field is prioritized.
Do one of the following:
- Select Save to save your leveling settings.
- Select Level Now to run the leveler.
  Note: Multiple float paths are not recalculated when you run the leveler.

Tips

The resulting dates represent the optimum positioning for the activities based on current resource and role assignments. However, if you reschedule the project without using the leveling option, the dates will return to their original position.
When you run the leveler, the project is automatically scheduled according to the last scheduling settings.
After you level the resources or roles for a project, you can review the log to view data and statistics about the leveling process. Because the scheduler is also run during the process, schedule information is included in the log. You can access the log from the Level dialog box by selecting View Log, from the system notification you receive when the leveling process is complete, or from the Manage Services page. When the leveler is run, the application checks for loops, or circular relationships, in the activity relationship logic. If a loop is detected, then the leveler fails. You can view the error report with the activities in the loop from the scheduling/leveling log. To resolve the loop, return to the Activities page and view the relationship trace logic for the activities in the loop and remove a relationship.

Next: Scheduling/Leveling Log