Levelling resources across projects in Project

Hi Sabine,

Thank you for your question.

We are currently in the process of looking at your question.

One of our trainers will contact you on Monday.

Regards

Simon

Hi Sabine,

Thank you for your question.

The levelling process works exactly the same as if you were levelling for one project. If you use the Standard method it uses the following criteria to determine which task to delay first:

1. Predecessor relationships
2. Slack
3. Dates
4. Priority
5. Constraints

However, you can set a priority level for each project and task to determine which project and task to delay first.

The lower the priority number means the project or task will be delayed first. Then you can grade the others accordingly.

To set a priority for a project or tasks of between 0 and 1000:

Project menu - Project information and set a lower priority number to delay that project first. You can then set individual priorities for each task using the task information box.

So if you had three projects sharing one resource pool A, B and C, if you prefer to delay tasks for Project B first then set a low priority number such as 10.

Alternatively open the resource pool after sharing, choose option 3 and then level the resources.

I hope this answers your question.

Regards

Simon