Hey there, fellow Microsoft Project users! In this blog post, I’ll walk you through the unexpected results that might occur when using Automatic Leveling in Microsoft Project. Leveling itself can be tricky in Project, but enabling the Automatic Leveling feature can lead to all kinds of unintended consequences. Let’s delve into how to manage these issues step by step.
If you would rather watch a YouTube video on this subject, click here or click the thumbnail below.
Issues with Automatic Leveling
If you enable the Automatic Leveling feature in Microsoft Project, the software will automatically level any resource overallocation the moment the overallocation occurs. Microsoft Project will not ask your permission to level the resource overallocation, nor will the software ask you how you want to level the overallocation. This is problematic because you, the project manager, should always be in charge of leveling overallocated resources. You should decide how to level and when to level, and not the software. Therefore, you use Manual Leveling and not Automatic Leveling in Microsoft Project.
To specify Manual Leveling in Microsoft Project, complete the following steps:
- Click on the “Resource” tab to display the Resource ribbon.
- In the Level section of the ribbon, click the “Leveling Options” button
- In the Resource Leveling dialog, select the “Manual” option in the Leveling Calculations section of the dialog.
- Click the “OK” button.
Remember, Automatic Leveling might seem convenient, but it can create unexpected changes in your project schedule. By opting for Manual Leveling, you retain total control over leveling resource overallocations and avoid sudden schedule changes caused by Automatic Leveling.
Automatic Leveling in Microsoft Project can lead to unforeseen consequences, especially when managing resource allocations. By opting for Manual Leveling and understanding how to manage resource assignments, you can ensure a more stable and accurate project schedule.
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If you would like to have a formal class on using Microsoft Project, here is a link for my classes.
What Type of Microsoft Project Training Do You Need?
What is Microsoft Project Dynamic Scheduling?
Microsoft Project Dynamic Scheduling is a feature within Microsoft Project that allows you to create flexible project plans, update schedules based on changing circumstances, and optimize resource allocation.
How can Microsoft Project Dynamic Scheduling benefit my project management?
Microsoft Project Dynamic Scheduling can benefit your project management by enabling efficient planning, increased productivity, and the ability to adapt to changes, allowing your projects to thrive.
What role does dynamic scheduling play in effective project management?
Dynamic scheduling plays a crucial role in effective project management by helping you stay on track, manage resources efficiently, and meet project goals.
What features does Microsoft Project offer for dynamic scheduling?
Microsoft Project offers various features and functions for dynamic scheduling, allowing you to create flexible project plans, update schedules in real-time, and optimize resource allocation.
How does dynamic scheduling optimize resource allocation?
Dynamic scheduling in Microsoft Project optimizes resource allocation by providing a flexible project schedule that can adapt to changes in resource availability, ensuring efficient utilization and maximizing productivity.
How does dynamic scheduling streamline project execution?
Dynamic scheduling streamlines project execution by providing a real-time, updated project schedule that enables effective communication, task prioritization, and timely decision-making throughout the project lifecycle.
How does dynamic scheduling enhance collaboration within Microsoft Project?
Dynamic scheduling enhances collaboration in Microsoft Project by offering collaborative features that promote effective communication, facilitate teamwork, and foster a shared understanding of project goals and progress among team members.
How does dynamic scheduling help track progress and manage risks?
Dynamic scheduling in Microsoft Project helps track progress and manage project risks by providing real-time updates and customizable reports that allow you to identify potential bottlenecks, mitigate risks, and take proactive actions to keep your project on track.
How can dynamic scheduling in Microsoft Project leverage data and insights for continuous improvement?
Dynamic scheduling in Microsoft Project provides valuable data and insights for continuous improvement by analyzing project performance metrics, identifying trends, and making data-driven decisions to enhance project outcomes and increase overall efficiency.
Microsoft Project MVP “20 Years”
Hello there Microsoft Project lovers! I’m Dale Howard and I’ve been a Microsoft Project MVP (Most Valuable Professional) for 20 years in a row and I’m currently one of only 26 Project MVPs in the entire world. Pretty exciting, right!?
If you post a question about any of Microsoft’s PPM tools on the public message boards, look to see who the moderator or person that has answered the questions and you see, it’s frequently me answering your questions. Some people like to golf, I love Microsoft Project helping the community get to understand Microsoft Project much better.
I’ve been teaching students at all levels for over 20 years and have taught thousands of users around the world. I’ve written and co-authored 23 books on Microsoft Project, Project Online, and Project Server so if you’re like me and like to read over watching a video, you can Check Out My Books on Amazon.
For the people that like to watch videos, check out my YouTube channel. If you post a question in the comments, I’ll be happy to answer questions or create a new video to answer your question.
If you’ve got a question about Microsoft Project, Project Online or Project Server, check out some of these community post areas below where I am the moderator and have been answering questions on these message boards for over 20 years.