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Quick Resource leveling using the Team Planner view in Microsoft Project 2010/2013
Microsoft Project 2010/2013’s Team Planner view provides a simple and easy aesthetic approach to resource leveling. As most project managers know, using manually-controlled resource leveling is usually the best approach to correcting a resource overallocation issue with minimal impact to the project schedule.
The new Team Planner view is useful tool for recognizing resource overallocations, modifying durations, and reassigning tasks. Tasks can be reassigned by simply dragging them to an available resource, and tasks may be shifted inside a resource’s work schedule in the same manner. The resource leveling procedure is a simple drag and drop in the user interface.
To access to the Team Planner view, click the View tab, and then click the Team Planner icon.
Any resource name that appears in red indicates that it is overallocated. Simply by dragging a task and dropping it to an available slot in the timeline, the resource will be leveled. The resource name will return to the default color, indicating that the resource is no longer overallocated.
You can also quickly schedule an unscheduled task. Unscheduled tasks are assigned to a specific person, but don’t have enough scheduling information to become a scheduled task. You can schedule them by dropping them into the resources work timeline.
You can assign an unassigned task. Unassigned tasks have not been assigned to anyone. You can assign and schedule a task by dragging it to a person’s schedule in the right section. To keep the task unscheduled but assigned to a resource, drag it vertically to a resource name in the upper, left section.
Tip: The color of the task gives you useful information about its scheduling state. For example, portions of the task bar that are dark blue indicate actual work. Green tasks are manually scheduled.
You may also select numerous tasks simply by holding down CTRL and then clicking on several tasks just like in other Office applications. The selected group of tasks can be dragged together. The entire process of dragging, dropping, and shifting tasks between resources means that most manual resource leveling can be performed inside Team Planner view.
From EPM Solutions Microsoft Project Server for Project Managers On-Demand Learning
[EPM Solutions OnDemand Courseware provides in-depth instruction and hands-on practice on Resource Leveling methods for complex and real-world scenarios. Local resource leveling is covered in the Microsoft Project Professional 2010/2013 course. Resource leveling in an enterprise environment with Microsoft Project Server 2010/2013 is covered in Microsoft Project Server 2010/2013 for Project Managers.]