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  1. #1
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    Leveling (Project 2002 0502)

    I have what seems to be a simple situation that has totally stumped <img src=/S/confused.gif border=0 alt=confused width=15 height=20> me. I must not understand how leveling works because this seems so logical to me, but I can't get it to work. I have made a simple example that if I can get this to work, will solve my problem. I have two tasks, the first task named "Fixed Units", is as the name implys a fixed units task set to 12.5% (shows up as 13% on gant) to represent 1 hour a day. The next task, "Fixed Work", is as the name implies a fixed work task set to 40 hours. Both tasks start on the same day, and are assigned to the same resource (resource name "one" in my example file). I set the fixed units task to "do not level" , and a priority of 1000. The fixed work task is set to "level" and a priority of 500. What I want project to do is level the assignments so that the 1 hour a day for the fixed units task is scheduled, along with 7 hours of fixed work, pushing the end date of the fixed work task out to the 6th day. Here is what I would like to see

    Initial distribution of work.............................................. .............................This is what I was hoping leveling could do for me.
    Task.............Day1...Day2..Day3..Day4.. Day5..........................................Task .............Day1...Day2..Day3..Day4.. Day5..Day6
    Fixed Units.....1..........1.........1.........1........ ...1.............................................. Fixed Units.....1..........1.........1.........1........ ...1.......1
    Fixed Work.....8..........8.........8.........8......... ..8..............................................F ixed Work..... 7..........7.........7.........7...........7...... .5

    I have attached a project 2002 project file with this example. if anyone can get this to work, I would owe them big time. <img src=/S/crossfingers.gif border=0 alt=crossfingers width=17 height=16>

    Thanks in advance for any assistance.
    - Randy
    Attached Files Attached Files

  2. #2
    Silver Lounger GARYPSWANSON's Avatar
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    Re: Leveling (Project 2002 0502)

    I am not a leveling expert, but you need to review some items.

    1. You set your Fixed Units task with a priority of 1000. MS Project 2000 states that tasks with a priority of 1000 will be least likely to be delayed. Also note that if the priority is set to 1000, the level now command will not effect the task in MS Project 2000 (as per MS Project documentation).

    2. If you set a task to do not level, then MS Project won't use it in the leveling calc. In this case, it just delays the other task to solve your problem.

    Now that I think of it, I constantly get Fixed Work and Effort confused so I don't think I will get into that. I tried modifying your file but could not create the end results you requested. Anyone else have any ideas?
    Regards,

    Gary
    (It's been a while!)

  3. #3
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    Re: Leveling (Project 2002 0502)

    Gary,
    Thanks for you response. I actually set the priority to 1000 on those tasks because I didn't want those particular tasks to be leveled.
    I am getting feedback from other sources that indicate I will not be able to get the results I want. Apparently leveling is that sophisticated, it can only schedule 1 project to be active at a time. That is foolish, what world did they develop that for?

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    Silver Lounger GARYPSWANSON's Avatar
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    Re: Leveling (Project 2002 0502)

    ... I am sure the guys at microsoft have their reasons for leveling as they do. FWIW, I never used leveling as I did not like the results I would get. If needed, the projects were manipulated manually even if it caused <img src=/S/hairout.gif border=0 alt=hairout width=31 height=23> but at least I knew what had happened. On the other hand, I have read about others that use leveling successfully.

    Good luck in finding your answer. If you do determine a solution, could you please post it here to benefit others. Thanks.
    Regards,

    Gary
    (It's been a while!)

  5. #5
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    Re: Leveling (Project 2002 0502)

    Gary,

    I'm pretty sure I know why leveling works the way it does, my assumption is that project was designed more for the construction industry. I was hoping to find a way to get project to "fill in the unallocated hours", but as I am finding, that isn't going to work. It just seemed so logical that for fixed work tasks, the assignment units would be ignored and when ever there was free time available, fixed work tasks would be allocated in what ever chunks were available. OH WELL <img src=/S/disappointed.gif border=0 alt=disappointed width=15 height=15>

    Again thanks for giving it a shot, and if I ever do find a solution I will certainly post it.
    Take Care!
    Randy

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    Re: Leveling (Project 2002 0502)

    Randy,

    If you haven't already done so, I would recommend getting two particular books which will assist you in understanding all the "little factors" project is taking into account when leveling a project or more importantly when leveling a consolidated master project. I have found that the consolidated master project solved a lot of the problems I ran into and gave me a more control over
    leveling. Also make sure you have the service release SR-1, which is the patch for many project problems.

    1) Special Edition Using Microsoft Project 2000 by Tim Pyron
    2) Effective Executives Guide To Project 2000 by Stephen L Nelson, Pat Coleman, Kaarin Dolliver
    3) Another great source of info is the Microsoft Knowledge Base, find the SR-1 and many articles on problems
    http://support.microsoft.com/default.aspx?scid=fh;[ln];kbhowto

    All were instrumental in helping me tackle some leveling problems I have already posted in a separate thread. I also found the 2nd book very helpful in teaching me the correct steps to follow in the initial set up of the project(s) and associated resource pool / calendar. I was very surprised to see the difference in my leveling results.

    Hope this helps you tackle the beast <img src=/S/smile.gif border=0 alt=smile width=15 height=15>

    Good luck!

  7. #7
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    Re: Leveling (Project 2002 0502)

    Thanks Jesse, I'll give those a try. <img src=/S/dizzy.gif border=0 alt=dizzy width=15 height=15>

    - Randy

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