Learn how to level resource over-overallocations in MS Project, MS Project Made Easy Tutorial #23

In this video, I discuss what causes resource over-allocation and how to level your resources in the best way possible. I also go over some of the resource levelling tools in MS Project and discuss the disadvantages of using them.
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Tom Stephenson is a national award-winning professor (George Brown College, University of Toronto) and best-selling author whose background in education spans nearly three decades. His diverse teaching disciplines include construction project management, business management, human resource management, architecture, carpentry, and brick and stone masonry. As a dual-professional, Tom is called upon by industry leaders to translate knowledge, reinvigorate corporate culture, and inspire innovation in emerging and established companies across Canada. Before breaking into the academic realm, Tom acquired more than a decade of practical project-management experience, operating a mid-sized Toronto-based general contracting firm. He is also the author of the newly released Planning, Scheduling, and Control of Construction Projects with American Technical Publishers and the four best-selling editions of Understanding Construction Drawings for Housing and Small Buildings with Nelson Publishing Canada. Tom most recently received the Toronto Construction Association’s 2020 Chancellor’s Award for “helping his peers become more ethical, knowledgeable and professional.” A champion of change management, Tom takes pride in helping students and businesses navigate uncharted territories, take calculated risks and rise above the status quo. Some of the companies he’s worked with include Mattamy Homes, EllisDon, BIRD Construction, MCA, Maple Reinders, and Tucker HiRise, University of Toronto Project Managers.

[@mehranafshani2251]

thanks for ur video.i am a new learner.
i think the best way to deal with over allocation might be
first.
level all resources manually without split option (it will use total slack of each activity so the finish date wont be affected)
second.
increasing max unit as few as possible for resources that still have over allocation problem but it will increase costs
third.
using lags to decrease over lap between tasks if its possible but finished date will be affected
i would be glad if u correct me if i am wrong

[@cenk82]

Thank you.

[@TomStephensontraining]

You're welcome! Thanks for watching

[@ericlopezpr1]

Thank You

[@TomStephensontraining]

Thanks Eric!

[@vascoambrosio7798]

how do I set the allocation of a resource to have variations during the course of a task it is allocated?

[@TomStephensontraining]

You could go into task usage or resource usage and adjust hours on specific days (slide to the left of screen with mouse and right click to find task usage sheet)if you need to be really granular. Test it on a few tasks and see if that meets your needs.

[@vascoambrosio7798]

I'll give it a try

[@vascoambrosio7798]

perfectly exactly as I wanted, thought it was a gap in ms project features, next thing I knew, it delivers what I wanted

[@basim2776]

i am not able to level resource allocation any help uncan give

[@TomStephensontraining]

Hi Basim, did you up the max amount in the resource sheet? That will get rid of the little red guy, likely you have tasks overlapping with the same resource. That is a ms project response, a construction response requires much more information.

[@mjbuffy13]

What if you have 3000 line items? :(

[@TomStephensontraining]

Hopefully you have support but also having a system the make things easier is vital. All the best!