Level Resources dialog box

Use the Level Resources dialog box to level resources for the open project and/or specify your leveling preferences.

Use scheduling options from: If multiple projects are open, select which projects scheduling options to use when you schedule.

Automatically level resources when scheduling: Mark to automatically level resources each time you schedule a project.

Consider assignments in other projects with priority equal/higher than: Mark to include resource assignments in other projects within the range of the leveling priority you specify when determining if a resource is over-allocated. Assignments in closed projects are considered. For example, if you mark the checkbox and specify a leveling priority of 5 in this field, the leveler considers all projects with a project leveling priority of 1,2,3,4, and 5.

The leveling priority ranges from 1 (highest priority) to 100 (lowest priority). Set a project's leveling priority on the General tab of the Projects Window.

Preserve scheduled early and late dates: Mark to preserve the early and late dates that were calculated during project scheduling.

Recalculate assignment costs after leveling: Mark to recalculate resource and role costs after leveling resources/roles in the projects. Use this option to calculate the costs of resource/role assignments that are assigned multiple rates.

Level all resources: Mark to level all resources.

Level resources only within activity Total Float: Mark to delay activities with resource conflicts only up to their late finish date.

Preserve minimum float when leveling: The amount of float you want to maintain when activities are delayed because of resource conflicts. You can type a new number and time unit.

Notes

When connected to a P6 EPPM database: The value you enter in this field is automatically converted to hours, regardless of your user preference settings for duration display (User Preferences, Time Units tab). The value is converted to hours based on hours per timeperiod settings defined in Applications Settings page in P6 or in the default project calendar, depending on an administrative preference (Application Settings in P6).

Max percent to over-allocate resources: The maximum percentage by which resource availability can be increased during resource leveling. This increased resource availability is used to level if resources on an activity cannot be leveled after using up the activity's float limit. You can type a new percentage.

Leveling Priorities

Field Name: Lists the fields by which to prioritize resources when leveling. Priorities are used only when more than one activity competes for the same resource at the same time.

Sort Order: The order in which to level resources according to the field names displayed. Double-click the Sort Order field to choose Ascending, Descending, or Hierarchy (option only appears for fields that are hierarchical).

Add: Adds another leveling priority.

Remove: Removes a leveling priority.

Log to file: Mark to record your leveling results in a log file. Enter the name of the file in which you want to save your leveling results. Specify whether the log file should be generated as HTML. Click to select a new file.

Level: Levels resources according to the options you specify.

Default: Displays the default leveling settings.

View Log: Displays your leveling results.



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Last Published Thursday, January 12, 2023