Leveling techniques

Imagine you’re managing a busy office, and everyone is juggling several tasks. Jane from marketing is suddenly handling IT issues, Sarah from accounting is running sales meetings, and Tom from HR is swamped with data entry. It’s a chaotic mess, right? That’s what managing overallocated resources in Microsoft Project can feel like. You have two choices: either you try to fix this mess yourself, reallocating tasks and hoping for the best, or you use the resource leveling tool in Microsoft Project to automatically balance the workload. With resource leveling, we can bring order to this chaos and ensure everyone is working efficiently on the right tasks.

Let’s now discuss leveling resources in Microsoft Project.

Leveling resources

Resource leveling can help avoid overallocations by postponing or breaking down tasks. Depending on your project, you may need to level at different times. Microsoft describes resource leveling as the process...