level resources of certain tasks

[theintern]

I have 10 tasks. I'd like to see how adding an 11th, or deleting the 10th,
would effect the schedule. i.e. i want a way to selectively level resources
on certain tasks while not on others. i don't want to delete tasks and add
them back in. i'm hoping there is some sort of column like "include" or
something such that only tasks with that box checked will be included when
resources are leveled.

thanks
scott

 

[JulieS]

Hello Scott,

Add the priority field to the task view and set the priority of the
tasks you do not want leveled to 1000. Then when you level, choose
Priority, Standard. Help does a pretty good job discussing how to use
priority when leveling.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[theintern]

That doesn't actually take it out of the mix though. For instance, let's say
i have Geoff doing three tasks. He does task1, then task2, then task3.
However, i'd like to see what happens when i "delete" task2, but i don't
really want to delete task 2. i just want it to not show up in the gantt
chart off to the right, in the task view, and i don't want it to be
considered when i level resources. this should result in task3 then being
moved to directly follow task1.

I could change the priority to 0 for task2, but deadline would also affect
the ordering of the tasks Geoff would do, so i feel like there might be
situations in which that might not work.

Make sense?

Thanks
scott

 

[Jan De Messemaeker]

Hi,

Change the resource from Geoff to Geoff1 (you cans et that back afterwards)

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
+32 495 300 620
For availability check:
http://users.online.be/prom-ade/Calendar.pdf

 

[Steve House]

I'm sorry but it doesn't make sense. Leveling is intended to provide help
in resolving overallocations, ie, fixing those situations where the resource
has been booked to be in two places at once. The overallocation mens there
is a physical impossibility built into the schedule as it originally stands.
When you say you don't want task 2 to affect leveling of tasks 1 and 3, you
are saying you want to see what his schedule looks like when you remove task
2 from the equation. But the only way that it possibly cannot affect the
scheduling of tasks 1 and 3 is if he's no longer going to be working on it
at all. That's the only way we can avoid having to consider whether it is
in conflict with the other 2 tasks. The project schedule is a model of
physical reality and the only way we cannot consider the impact the work on
the task in question has on all of his other work is to not assign him to
the task in the first place. So "de-assign" him as the resource working on
task 2 and level the remaining work.

 

[theintern]

Solution: Add new resource titled "Trash" (or whatever you want). Then do an
auto filter (Project->Filterfor->Autofilter) that removes all jobs with
resource "trash". Then relevel resources.

Thanks to everyone for your help!

I'm sorry but it doesn't make sense. Leveling is intended to provide help
in resolving overallocations, ie, fixing those situations where the resource
has been booked to be in two places at once. The overallocation mens there
is a physical impossibility built into the schedule as it originally stands.
When you say you don't want task 2 to affect leveling of tasks 1 and 3, you
are saying you want to see what his schedule looks like when you remove task
2 from the equation. But the only way that it possibly cannot affect the
scheduling of tasks 1 and 3 is if he's no longer going to be working on it
at all. That's the only way we can avoid having to consider whether it is
in conflict with the other 2 tasks. The project schedule is a model of
physical reality and the only way we cannot consider the impact the work on
the task in question has on all of his other work is to not assign him to
the task in the first place. So "de-assign" him as the resource working on
task 2 and level the remaining work.
--
Steve House [Project MVP]
MS Project Trainer & Consultant
Visit http://project.mvps.org/faqs.htm for the FAQs

That doesn't actually take it out of the mix though. For instance, let's
say
i have Geoff doing three tasks. He does task1, then task2, then task3.
However, i'd like to see what happens when i "delete" task2, but i don't
really want to delete task 2. i just want it to not show up in the gantt
chart off to the right, in the task view, and i don't want it to be
considered when i level resources. this should result in task3 then being
moved to directly follow task1.

I could change the priority to 0 for task2, but deadline would also affect
the ordering of the tasks Geoff would do, so i feel like there might be
situations in which that might not work.

Make sense?

Thanks
scott

 

[JulieS]

Hello Scott,

Just be careful that your "trash" resource is not also overallocated.
Removing a task from the view by filtering will not remove it from
resource leveling. If you really wish to only level tasks assigned to
a particular resource, then I suggest leveling from a resource driven
view such as the resource allocation view. (Available on the Resource
Management toolbar.) By selecting a specific resource in the resource
view, you can elect to level only the specifically selected resource.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

Solution: Add new resource titled "Trash" (or whatever you want).
Then do an
auto filter (Project->Filterfor->Autofilter) that removes all jobs
with
resource "trash". Then relevel resources.

Thanks to everyone for your help!

I'm sorry but it doesn't make sense. Leveling is intended to
provide help
in resolving overallocations, ie, fixing those situations where the
resource
has been booked to be in two places at once. The overallocation
mens there
is a physical impossibility built into the schedule as it
originally stands.
When you say you don't want task 2 to affect leveling of tasks 1
and 3, you
are saying you want to see what his schedule looks like when you
remove task
2 from the equation. But the only way that it possibly cannot
affect the
scheduling of tasks 1 and 3 is if he's no longer going to be
working on it
at all. That's the only way we can avoid having to consider
whether it is
in conflict with the other 2 tasks. The project schedule is a
model of
physical reality and the only way we cannot consider the impact the
work on
the task in question has on all of his other work is to not assign
him to
the task in the first place. So "de-assign" him as the resource
working on
task 2 and level the remaining work.
--
Steve House [Project MVP]
MS Project Trainer & Consultant
Visit http://project.mvps.org/faqs.htm for the FAQs

That doesn't actually take it out of the mix though. For
instance, let's
say
i have Geoff doing three tasks. He does task1, then task2, then
task3.
However, i'd like to see what happens when i "delete" task2, but
i don't
really want to delete task 2. i just want it to not show up in
the gantt
chart off to the right, in the task view, and i don't want it to
be
considered when i level resources. this should result in task3
then being
moved to directly follow task1.

I could change the priority to 0 for task2, but deadline would
also affect
the ordering of the tasks Geoff would do, so i feel like there
might be
situations in which that might not work.

Make sense?

Thanks
scott

:

Hello Scott,

Add the priority field to the task view and set the priority of
the
tasks you do not want leveled to 1000. Then when you level,
choose
Priority, Standard. Help does a pretty good job discussing how
to use
priority when leveling.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information
about Microsoft Project


message
I have 10 tasks. I'd like to see how adding an 11th, or
deleting the
10th,
would effect the schedule. i.e. i want a way to selectively
level
resources
on certain tasks while not on others. i don't want to delete
tasks
and add
them back in. i'm hoping there is some sort of column like
"include" or
something such that only tasks with that box checked will be
included when
resources are leveled.

thanks
scott