Resource/Target Leveling: Details

This tab allows you to specify the order for resolving over-allocations and the algorithm to be used.

The following table describes the fields on this screen shown below:

Field Description
Order for resolving over allocations Specifies the fields used to perform resource leveling.

The fields are listed in the order that they will be used.

For more information, see Applying resource leveling.

Select a valid value from the drop-down list.

This field must be set to Priority to use Algorithm 1.
Sort Order Specifies the sort order of the fields used for resolving over allocations.

Select a valid value from the drop-down list.
Resources all work simultaneously on a task Select this field to make sure that all allocated resources work simultaneously on a task.

By default, this field is selected.
'Driving' resources start as soon as availability permits Select this field to make sure that resources assigned as Driving resources start as soon as they become available, i.e. they can work independently from other Driving resources.

For more information, see Add/Remove Assignment screen.
Algorithms

Specifies the algorithm to be used for leveling.

If Algorithm 1 is used, selecting Prioritize predecessors of higher-priority tasks will assign the highest priority to all predecessors of a high priority task. This ensures that all predecessor tasks are driven to complete high priority tasks first

If Algorithm 2 is used, you can select one of:

  • Single pass - select this field to select this to use the original algorithm. This works in the same way as the Microsoft Project leveling algorithm.
  • Multi-pass, original sort - select this field to sort using logic that reproduces a similar result as the one using Algorithm 1 and Prioritize predecessors of higher priority tasks.
  • Multi-pass, re-sort on every pass - select this field to sort using logic reproducing a similar result to using Algorithm 1.

If an Algorithm 2 is unable to reach a solution, a message is displayed indicating that the algorithm cannot converge. In this case, you must use a different algorithm for a solution.

See Leveling for more information on the algorithms.
Clear Leveling Click to clear all currently applied leveling constraints from the tasks.
Level Now Click to run the resource leveling and insert leveling constraints where required.

All previous resource leveling constraints will be automatically cleared before the resource leveling is run.
Trace Leveling Switch this option on to display a screen with detailed information about the leveling process. This information includes the sort order, resource profiles, and changes in delay dates for the selected task(s) at various stages of the process.
Cancel Click to lose your changes and close this screen.
Help Click to display the help for this screen.