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In my last post I talked about the basics of Resource leveling and today we will see what options do we need to
set before we can start using the leveling function in Primavera. In order to set these functions you need to go to Join 141 other subscribers

Tools> Level Resources.

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1) Automatically level resources when scheduling: This option levels your resources every time you
schedule your project. Rajeev Tariq George Nisha Amit

2) 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 Karthik Arvind Vishwajeet Mohammad Mojahid
Gerard

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.

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

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

5) Level all resources: Mark to level all resources.

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

7) Preserve minimum float when leveling: The amount of float you want to maintain when activities are
delayed because of resource conflicts.

The value entered in this field is automatically converted to hours. The value is converted to hours based on
hours per time period settings defined in Admin Preferences or in the default project calendar, depending on an
administrative preference (Admin Preferences, Time Periods tab). So if you enter a value of say 5d, it
automatically gets converted into number of hours specified in your settings.

Max percent to over-allocate resources: You can specify the maximum percentage by which resource
availability can be increased during resource leveling. This can be used in case where you know that you can

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Using Resource Leveling option | PrimaveraBlog, Tutorials, Project Management,P3,P3ec Page 2 of 3

over allocate a certain resource by a certain percentage. This resource will then be over allocated by this value
in case the float values of these activities can’t be adjusted.
The webpage cannot be found
Leveling Priorities

Most likely
Field Name: Lists the fields by which you can prioritize resources when leveling. Priorities are used only in
•
cases where more than one activity fight 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). What you can

Add: Adds another leveling priority. Retype

Remove: Removes a leveling priority. Go

Level: Levels resources according to the options you specify. Go

Default: Displays the default leveling settings. More

View Log: Displays your leveling results.

Written by Amit Parmar (PMP)

I am a Civil Engineer, PMP and a Planner by profession.Throughout my

career I have been involved in Project Management Services across different
domains like – IT, production & infrastructure.

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