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In this video, discover more about leveling resources in order to resolve issues with Microsoft Project 2013.

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Video Transcription:

Toby: Welcome back to our course on Project 2013. In this previous section we started looking at leveling, covered some of the basics of how to level all or part of a project, and we got to the leveling options regarding how to resolve overallocations. In this section we're going to concentrate on the last batch of those options and we're going to start by looking at leveling order which is a very important option to understand.

Now in the Resource Leveling dialog in the Leveling Order control there are three options: ID only, Standard, and Priority, comma, Standard which means priority followed by standard. By default that is set at standard and standard is the setting that was used when I leveled this project before. Now in standard what Project 2013 does is to look at a number of factors including dependencies, dates, and priorities in order to determine which tasks to delay in order to resolve resource overallocations. If you look at what actually happened here, let me just move that dialog out of the way, we had four tasks to begin with: ground floor doors, upper floor doors, ground floor windows, and upper floor windows. They were all starting on the same date. It delayed three of them and the one that it delayed the most was upper floor doors. It delayed ground floor windows by seven elapsed days and upper floor windows by 12 elapsed days. Elapsed days will include weekends. Now why it did that, it's a function of the calculation that it does. But let's look at the impact of these other options on how they would have approached the leveling here. Let's first of all look at ID only.

In the case of ID only, the way that resource leveling works is to base it purely on the IDs of the tasks. The higher the ID the more likely a task is to be delayed. So the task near the beginning of the project will tend to be the ones that keep their timescales and the ones later on will be the ones that tend to be delayed. Now you may remember me mentioning right near the beginning of the course that in effect the sequence of the tasks in terms of how they appear in the project schedule isn't really important, but this is one of those aspects where it is in that by implication here the tasks that have higher ID numbers, the ones that are lower down if you like in your chart, are the ones that are generally going to be later and therefore the ones that generally you're going to be more likely to be prepared to delay when you have resource overallocation issues. So that is one situation in which there is some significance in the position of a task within the list of project tasks. And it also is another reason to, generally speaking, have the earlier tasks near the beginning of the project.

So what I'm going to do now is to make sure that I've got that ID only selected and I'm going to clear the existing leveling for the entire project. And now when I level the entire project, I should see the ID only option take effect. So click on Level All and what happens this time is that the leveling delay that's added to the tasks which were overallocated is strictly in order of ID. So the task with ID 10 is not delayed at all, 11 is delayed by seven elapsed days, 13 by nine elapsed days, 14 by 14 elapsed days. And now my overallocations have gone and I've used the option of ID based leveling.
Now let's look at incorporating priority into leveling. So what I'm going to do here is to clear the existing leveling for the entire project, then I'm going to choose one of the tasks. What about ground floor windows?

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