Activity Levelling Setup

Use the Activity Levelling Setup panel to set limits for activities. This is not a target based level, and will not optimise in the same manner as Resource Levelling. Instead, it will automatically adjust the Gantt chart to a given target by varying the start date of the activities, and not the rate.

Note:  At least one period must be set up in order to set up levelling.


Instructions

In the Gantt Chart area, click on the bar that represents the activity that you want to split, then on the Home tab, in the Activities group, click Levelling Setup to display the Activity Levelling Setup panel.

Adding and Defining a New Activity Group

Click Add to add a new entry, or press the INSERT key on your keyboard.

Copying a Precedence Group

Select an entry and click Copy to create a copy of the selected entry or press Ctrl + C.

Removing a Precedence Group

Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.

Moving a Precedence Group

Select an entry and click Plus or Minus to move the entry up or down levels or press Ctrl + Up arrow or Ctrl + Down arrow.

General

Name

Enter the name of the activity.

Description

Enter a description of the activity.

Setup target attribute

Set up the attributes of the activities, functions, and the levelling target.

Allow levelling to split activities?

This is used if levelling determines a higher priority activity is available, yet work has already begun on a lower priority activity. This function would create a split in the lower priority activity (if the remaining duration of the activity is greater or equal than the minimum split time) in order to work on the higher priority activity. If this checkbox is checked the user may also enter a minimum split time. If a higher priority job starts later than the minimum split time, then a given activity will split so that some work may get done before the higher priority job finishes.

Activity Priority

Type

Select the attribute type by which to prioritize activities from the list.

Ascending or Descending

Select Ascending or Descending to indicate whether the attributes should be sorted in ascending or descending order.

Add

Click Add to add the selected attribute to the list.

Up

Click the Up icon to move a selected entry up one row in the list.

Down

Click the Down icon to move a selected entry down one row in the list.

Attribute

Indicates the attribute name for the entry.

Mode

Indicates whether the selected attribute is sorted in ascending or descending order.

Remove

Click Remove to remove the entry from the list.

Period Selection

Leveling period

Select the reporting period to apply to the levelling.

Use targets per period

Displays the predecessor of the activity.

Start/Finish/Value

Target by individual period only if the options have varying targets.