Resource Levelling Setup

Use the Resource Levelling Setup panel to set step, date range, priorities, and other options for resource levelling.

Note:  You can use Lava scripts to run automated tests for many of the most common options when setting up your project.


Instructions

On the Resources tab, in the Resource Leveling group, click Leveling Setup to display the Resource Leveling Setup panel.

Alternatively, you can press Alt+L to display the panel.

Leveling Range

Entire Project

Select this option to apply resource levelling to the entire project.

Date Range

Select this option to apply resource levelling only to a specified date range.  If you select this option, select the start and finish dates in the Start and Finish boxes.

Activity Prioritization

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.

Clear last levelling values

Select this check box if you want to clear previous levelling values.

Allow levelling to split activities

Select this option to split activities on a time allotted basis.