What is Resource Leveling in Microsoft Project?

Resource Leveling in Microsoft Project is the process of adjusting task assignments to resolve over-allocations (when a resource is assigned more work than its availability allows). It helps balance workloads and optimize project schedules.

Why Use Resource Leveling?

Prevents overworked resources.
Adjusts task timing to fit resource availability.
Ensures a realistic schedule without conflicts.

How to Perform Resource Leveling in Microsoft Project?

1. Identify Over-Allocated Resources

Go to Resource Sheet or Resource Usage view.
Over-allocated resources appear in red.

2. Use the Resource Leveling Tool

Go to the Resource tab.
Click Level Resource (to level specific resources) or Level All (to level the entire project).
Choose options:
- Leveling Order:
  - ID Only (levels based on task order).
  - Standard (prioritizes dependencies, slack, and priority values).
  - Priority, Standard (considers task priority first).
- Leveling Range:
  - Entire project or selected tasks only.
- Manual or Automatic:
  - Manual lets you review changes before applying.
  - Automatic updates schedules instantly but can make major changes.

3. Review Changes

Go to the Gantt Chart to check new task schedules.
Use the Undo Leveling option if needed.

Example of Resource Leveling in Action

🔹 Scenario: A worker is assigned to two tasks at the same time.
🔹 Before Leveling: Both tasks are scheduled on the same day, causing an over-allocation.
🔹 After Leveling: One task is automatically delayed to resolve the conflict.

Key Considerations

✔ Resource leveling may extend the project duration.
✔ Task dependencies and priorities affect leveling.
✔ Leveling does not change task assignments—only schedules.

Would you like a practical example or step-by-step screenshots? 😊

Edit Post

What is Resource Leveling in Microsoft Project?