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In this video, learn how to apply basic leveling with different resources and tasks using Microsoft Project 2013.

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Video Transcription:

Toby: Hello again and welcome back to our course on Project 2013. In last section we looked at some of the basic ideas behind scheduling. In this section we're going to look at leveling which is a process whereby we level the resources on a project or at least try to. We try to get to a situation where none of the resources are overallocated. Now what I'm going to do in this section is to demonstrate leveling first and then to discuss exactly what's happened and how we control it. So let's get started.

We're still looking at the same schedule and in this case we've got four resource overallocations for the carpenter. In order to demonstrate leveling, what I'm going to do though is to change the view and we're going to bring up a particular variant on the Gantt Chart. So click on Gantt Chart, come to More Views, and one of the views there is Leveling Gantt. So apply the Leveling Gantt View. Now when you look at the Leveling Gantt one of the columns you can see in the table is this column, leveling delay, and the basic thing that happens when you level a project or part of a project is that leveling delay is adding to some of the tasks. Now when you see a time period like the time period, you can see here edays you can also get things like eweeks, it's elapsed. So an eday is a 24-hour elapsed period. It doesn't relate to the number of working hours in a day, for example. It's just an elapsed period. So if something has a leveling delay of three edays, it means that task has been delayed by three elapsed days. It's moved later in our schedule.

When you first look at a new project or one that hasn't been leveled before anyway, then all of the leveling delays will normally be set to zero edays and when you perform leveling, then some of the tasks will get a leveling delay added to them. So what I'm going to do now is to level this project and you'll see what effect that has. Notice at the moment that we've still got these four carpenter tasks over here. We've still got the four red markers to indicate overallocation.

So let' do some leveling. Let's go to the Resource tab an in the Level Group on the Resource tab right in the middle there's a button that says Level All, and this will level the entire project. Now generally speaking you wouldn't necessarily level an entire project. You'd probably level part of it, maybe just over some time period or for one or two resources, but let's do a Level All to see what happens. Now when we've done a level all here, what actually happens is that we find that some of the tasks have leveling delays defined. Upper floor doors has got a 15 eday, elapsed day leveling delay. Now what that means if you look at the relevant part of the Gantt Chart on the right is that the little green block is where the task originally was and the blue block is where it is now, and that represents a 15 elapsed day delay. Similarly, if you look at ground floor windows that's got a seven elapsed day delay and upper floor windows has got a 12 elapsed eday delay. Notice that all of the overallocation markers have gone. So Project 2013 has successfully removed all of the overallocations on this project. Now I haven't talked so far about end dates and so on but I'm sure you can realize from this that it will have effectively pushed back the end date of our project because we've delayed some of the tasks within the project. That won't always happen though, but very often it will.

Now notice that we were only getting overallocations for the carpenter, but because we said level all, all of the project has been leveled.

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