5 rules for Resource Leveling you should stick to

Some time ago I postet an article about resouce leveling. A colleague of mine asked for a kind of a checklist he could stick to. So I created five rules for Resource Leveling. Nothing new actually but more brief so take this as a kind of addendum:

  1. Uncheck “Load Summary Resource Assignments” to only perform resource leveling against current schedule if you work with the server
  2. Uncheck “Load Summary Resource Assignments” and open all project plans in parallel you want to level your resources against
  3. Don’t give away the control over your schedule! Use resource leveling only within the available slack
  4. Prioritize your tasks! Higher prioritized tasks are not delayed and you keep control over the leveling
  5. Use deadlines! The leveling algorithm respects your deadlines and the critical path if you level only within available slack
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