Level one or more projects whenever the required shared or critical resources have limited supply or availability or to generally keep resource usage at a constant level. For example, when a resource has been assigned to more than one activity during the same time period, level the projects to eliminate potential resource over-allocation. Once you have performed resource leveling against your project or projects, you will be able to see where resources are overallocated and make decisions about whether work assigned to some resources should be redistributed to other available resources.
To level resources in one or more projects:
- Click Projects.
- On the Projects navigation bar, click Activities.
- On the Activities page:
- Click Actions
and select Leveler. - In the Level Resources dialog box:
- Configure resource leveling options.
- Select the Resources tab to specify which resources should be leveled.
- Select the Prioritization tab to specify which assignments are leveled first when a conflict exists.
- (Optional) Click Save to save your settings and close the dialog box.
- Click Level Now.
- Click Actions
Tips
- Using the Project Scheduled Services page, you can configure scheduled services to have the application level resources automatically.
- These services are removed from the database based on the ASAP Cleanup Rate your P6 administrator specifies on the Configurations tab in Primavera P6 Administrator. Once the time is met all ASAP jobs that have a status other than running or delegated will be removed from the table automatically. Running and delegated jobs will be removed if they are older than the cleanup rate or if they are older than one day, whichever is greater.