Primavera P6 How to Schedule Using Level Resource Method? (Part1)

Salamualikum. In scheduling with resources we have many scenarios to do any project considering limitation of resources. The resources always drive activities if you are doing a real scheduling or the right scheduling method which is by resource and cost of you add them.And it Define how to do your work. Now if we consider that we have every day and every week and every month the same activities for the resource and they have to move from one location to another. Sometimes we don't know really what this activities are because it's just general things we do like ok a design for example a delivery for certain materials and a maintenance job.Now some of the jobs are urgent and we can define their activity leveling priority like here but let's assume that this we have the scenario and we have to deliver certain activities using the same resource like programming coding and we have the same activities. It has to be done for different jobs and the only resource to do it is this person.So how can we really define the time for that now each activity will have you know time limits which is the end of it. It has also a duration which we assume it will be finished within this duration. So if I create a schedule like this and do a start milestone for it and then activity ABCDEF and finish. And I will link as you see start milestone's successors for the start milestone are all activities. And I go to the A and find that it has only the only a predecessor and successor which are the start milestone and the finish milestone. So the finish milestone has has predecessors all activities. And there is no relationship between activities A and B and C and D and E and F. There is nothing between them. They are floating. They are free to move however we have different duration you can do this example like here so create the activities a start date and then six days activity for A, Four day, seven days, three days, four days, five days, for the other activities and it's free-floating okay. It will it give us this total float considering the link to the finish milestone considering the longest path which is seven days for activity C now we know that the maximum length for this project considering the single resource which we added here you can create one resource or add just the same resource to all activities ABCDE F to the same resource I add the same resource it has to be the same resource okay and you start if you schedule it it will give us nothing it's the same setup that's it this is the longest critical path and the other ones are floating around however if we consider this resource and start leveling, now you need to remove all this ticks and just keep and even this one here because it's it's select the resource if you want this is the only one if you have other ones you select the mean driver and the primary drivers okay and then or make it one resources because we have one one resource here and choose leveling priorities based on the total float what does that mean now this is zero this is number one to go this is one day then this means this is number two to go then two days it goes number three then we have here three and three because this is this ID is before so it would be this is number three this is number four and this is number five this is how the software will think okay leveling based on total float of course you have different options here but let's go for this one okay now we go with the total float and we say level it please see how it goes yes this is it was zero that was one okay that was two total float that was three that was three and that was four so it level our work according to this starting by a total considering the total float and in the same time considered the duration if you notice the duration you will see is the same order for what we did for the float now seven days the biggest one first in six days then five days and here is four days and four days take it with the activity ID first then it goes the same and then that three days so I did the leveling considering the total float but let's try the original duration if you give us the same because here it's the same it considered the maximum or the biggest one first so first because before I go to leveling I need to return this to the same point before the schedule will return it back now if you do leveling without doing this it will level on top of the leveling you did before so it level on top of another level or So do scheduling before you do level resource to avoid doing double leveling. I will give you such example later because it's complicated here so you need to schedule before doing another leveling. So you must schedules before changing the leveling conditions. back to the normal scheduling now if I go leveling and rather than choose total float I will start I will choose original duration and here it's ascending from low to top now I will see no descending from top to down and let's level it and let's see what is going to happen? the same schedule before using the total float. okay however the total float was ascending and the original duration is descending let's go back. schedule it's return it back go leveling and it is original duration descending the go to total float and it's ascending okay go ascending and level it it gave us the same now if you want to start the small ones first and then the big ones first again you go and change this and make it descending and it give us this order okay and 0 0 0 0 0 now let's schedule it again and return back why it choose to make it like this with the total float now here it's 1 here is 3 it is 4 here is 3 here is 2 why it give us the same order okay now it's scheduling so it's the same to leveling now it's total float and descending ok now it should see the same thing it should give us something different ok see it give us something different from the small one to the big one but before it give us all of them as the same you need to be careful when the schedule give you different results of what you think it should give you otherwise you end up in a trouble see schedule it return it back now if you leveling it is total float and it is descending I see okay maybe I did maybe I did it without going schedule okay here it's like this now see I will not go schedule a lot and I will go just change this from the same descending to ascending and let's see what it will do it will double the leveling see it double the leveling so it's the first time do it in the right way according to the float now it give it one by one by one by one until it's finished so every time you need to change the leveling you need to schedule first and then do the leveling now if we choose something else okay like let's see okay like lets do something activity leveling priority and this ascending now all of them are the same so it give us ABCDEF normally now let's choose this priority to make it top okay now this is the leveling number one now we change that it's still the leveling number two and say now this one top this one written now let's change this one again to normal and go scheduling okay and let's make it top and level it now okay now it give you this is top and then the other ones goes in the same sequence now here is the trick let me go this one again and go normal and go schedule it little it's written it back now of course if I change this to top and it's schedule it doesn't give me anything because this is for leveling it's not for scheduling okay so now what is the benefit of changing the activity leveling priority now we plan this project and level it by this resource considering the total float or normal order ABCDEF okay whatever it is however when we are in the middle of the project we come in and we find oh now this one becomes top priority and this one becomes top priority okay now this top top in the same level and total float here is three and total float here is two - okay let's go to leveling now we see start by activity leveling and add another condition and make it also total float consider the total float too- okay and ascending and ascending and level it in this condition now what the software will give us before we start it will give us this is 1 and this is 1 but considering the total float it will start with F and after that B and then the other ones correct you should understand that if it is give you something different is wrong exactly start with F then B then C E D so it starts with the activity leveling priority and then the float calculations now if we are for example considering a maintenance or shutdown or turn around project and schedule and we have to set urgent works for some parts some areas first and the other ones after that considering using the same workshop or the same gangs the same resources then we give it the priorities as it is we see normal low normal now know this one here for example it should be the last one it's here the last one let's change it to high and let's give A what we call it A lowest 5 degree of priority here okay now we have 5 lowest for A, B is 1 top, F is one top and this is normal this is high and let's go level it considering activity leveling priority only only activity priority and let's say start leveling please if you see here this is the last one now high top then top then high then normal then normal then lowest okay now I schedule this consider the same and if I consider also in the leveling I think the total float and lets see how it goes now this is still the lowest okay this is top and this is top that's ok still logic this is high this is normal and this is normal that's the same now let's do something different schedule this please so to return back to it and let's go leveling and let's make this one total float and let's make this one activity leveling activity leveling priority and let's go for it here is the different story now the first condition is the float which means start with the big ones big durations and the limited or less float okay and then it start here even if it is the lowest it is ignore it because it the float is already organizing it so whatever you do here for priority and if you do it as a second after float it doesn't impact a lot lets notice that if I go to leveling priority like this and remove it and leveling again now because I'm doing one of the top of each other again we said it will do like this so go level it like yes and go see it's the same one so when you do the conditions you need to understand what impacts it will give you considering the conditions now we have this resource we consider the activity leveling priority here and we consider the total float here and it gives us the same conditions are the same schedule if activity leveling is before the total flood understand so that's that's how it goes now now if you go for something different let's go before this let's go and schedule here return it back now let's not consider that float okay and considering what is lowest and top priority if you notice this one is very critical because it's one day to to the critical path and this one here okay and this one the first one which is C we call it normal now considering the logic in the critical path we say it should be C then A then F correct however we are telling the schedule just considered sorry just consider in the leveling the activity priority and we asked him to schedule now the one which was critical it comes to the middle based on the condition we put which is activity leveling priority we tell them this is normal even it shows red critical based on the critical path method in the beginning but considering the resource this activity even if it is the longest activity it's normal one and the schedule figure out that the top priority should go first and then this one and then the high and then came to the critical path one which is the longest one and do it after that and then it went to the normal one and then went to the lowest one so in leveling by priority, doesn't matter the beginning if the beginning calculations or schedule showed you a critical path the resource will define the critical path based on the priority leveling you are doing here or based on the total float or based on different conditions you might do you might define a different condition okay and make it based on this condition you might add another activity column define activity column and then make the condition based on it if you notice here if I go back for the leveling now this one it's a defined column I did and here also on here also so this is in different language okay and I'm doing it in different conditions as I want so you can level the resources or level your work in the type of projects you have program coding IT projects any any project which resource dependent using your conditions as you want now this is how leveling is working and you can try a lot of things around specially if you have more than one resources however you will have primary resource then it goes to the other ones on other ones the software is very complicated when you have many resources added in and it's really really very good in resource planning and bucket planning resource planning conditions and it's it's another world and I am sure most of you are not using resource because it's really complicated and sometimes you might not understand how it did it but it gives you a guideline which you can judge in the beginning and then do some change if you want after that so a conclusion of this the schedule by leveling had become organized without having without having relationships sorry between the activities and it give us a proper scheduling for the job thank you very much for watching if you have any questions please put it in the comments and we'll answer to you this is Ziad Albasir and most welcome

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Id: Nz5w2uYROvE

Length: 20min 53sec (1253 seconds)

Published: Sat Oct 13 2018