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10. Make sure that the Leveling can create splits in remaining work check box is
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selected. This allows Project to split work on a task (or on an assignment if Leveling can adjust individual assignments on a task is also selected) as a way of resolving an overallocation.
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11. Make sure that the Level manually scheduled tasks check box is selected.
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This allows Project to level a manually scheduled task just as it would an automatically scheduled task.
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Leveling Overallocated Resources
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Important If you are using Project Professional rather than Project Standard, the Resource Leveling and some other dialog boxes contain additional options relating to Project Server. Throughout this book we won t use Project Server, so you can ignore these options for now. For more information about Project Server, see Appendix C.
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12. Click Level All.
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Tip After you have set the leveling options that you want in the Resource Leveling dialog box, you can level the project plan by clicking the Level All button on the Resource tab in the Level group. You don t need to return to the Resource Leveling dialog box unless you want to change leveling options.
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Project levels the overallocated resources.
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Notice that the Overallocated indicators are gone.
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10
Fine-Tuning the Project Plan
Note When leveling resources with Day By Day selected, you might see the overallocation icons disappear, but some resource names may still appear in red. This means that some resources are still overallocated hour by hour (or minute by minute), but not day by day.
Next, you will look at the project plan before and after leveling by using the Leveling Gantt view.
13. On the View tab, in the Task Views group, click Other Views and then click
More Views.
14. In the More Views dialog box, click Leveling Gantt, and then click Apply.
Project switches to the Leveling Gantt view.
15. On the View tab, in the Zoom group, click Entire Project.
This view gives you a better look at some of the tasks that were affected by leveling.
16. Scroll the Leveling Gantt view vertically down to see task 46, the Book launch prep
summary task.
In the Leveling Gantt view, the bars on the top represent the pre-leveled schedule of the task. The lower bars represent the schedule after leveling.
These are some of the tasks that were more substantially affected by resource leveling. Notice that each task has two bars. The top bar represents the pre-leveled task. You can see a task s pre-leveled start, finish, and duration by pointing to a light tan colored bar. The bottom bar represents the leveled task. Project was able to resolve the resource overallocations. For this particular project, leveling did not extend the project finish date. The latest task in the plan (task 45, Print and ship) still has some slack due to the manual duration entered on its summary task.
Checking the Project s Cost and Finish Date 227
Checking the Project s Cost and Finish Date
Not all project plans include cost information, but for those that do, keeping track of project costs can be as important as or more important than keeping track of the scheduled finish date. In this section, you examine both the cost and the finish date. Two factors to consider when examining project costs are the specific types of costs you want to see and how you can best see them. The types of costs that you might encounter over the life of a project include the following:
Baseline costs The original planned task, resource, or assignment costs saved as
part of a baseline plan.
Current (or scheduled) costs The calculated costs of tasks, resources, and
assignments in a project plan. As you make adjustments in a project plan, such as assigning or removing resources, Project recalculates current costs just as it recalculates task start and finish dates. After you start to incur actual costs (typically by tracking actual work), the current cost equals the actual cost plus the remaining cost per task, resource, or assignment. Current costs are the values you see in the fields labeled Cost or Total Cost.
Actual costs The costs that have been incurred for tasks, resources, or
assignments.
Remaining costs The difference between the current or scheduled costs and the
actual costs for tasks, resources, or assignments. You might need to compare these costs (for example, baseline vs. actual) or examine them individually per task, resource, or assignment. Or you might need to examine cost values for summary tasks or for an entire project plan. Some common ways to view these types of costs include the following:
You can see the project s cost values in the Project Statistics dialog box (you ll do
so later).
You can see or print formatted reports that include cash flow, budget, overbud-
geted tasks or resources, and earned value (to do this, on the Project tab, in the Reports group, click Reports or Visual Reports).
You can see task-, resource-, or assignment-level cost information in usage views by
displaying the Cost table (to do this, on the View tab, in the Data group, click Tables and then click Cost).
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