P6 User Group March 11th Meeting

Subjects: Resource Leveling for Beginners and Advanced Schedulers
Presenters: Paul Reeser, PE, PMP – Duke Energy

Recording of webinar:

Resource Leveling can be a complicated and cumbersome endeavor. Many of the leveling ‘rules’ can be difficult to understand, and seem nearly impossible to execute.

With a few guidelines, however, leveling can be implemented properly in smoothing resource overloads, eliminating many of the pitfalls. Leveling can also be used as a form of ‘soft logic’ to sequence similar work, allowing a detailed project schedule to be manageable, without the many tangled relationships that can be associated with detailed project activities.

A comprehensive schedule must take into consideration resource capacity planning. Many Contract Documents require the schedule to be cost and/or resource loaded. If the Contract Documents require the use of Primavera P6™, it is important for the scheduler to know how to effectively balance the resource loading.

Primavera P6™ contains a resource leveling feature that assists in establishing a well-balanced resource plan while efficiently managing resource allocations. However, even experienced users can get overwhelmed attempting to perform this feature without proper guidance.

The lessons discussed in this presentation will help the scheduler to develop effective leveling techniques.

Leveling Pitfalls

Resource Assignments in Primavera P6™ can be delayed by the Resource Leveling tool. When a resource has more work assigned to it than its user-set maximum rate, the Resource Leveler will delay work based on the Resource Leveling Priorities.

It’s possible to know which resource assignments were leveled by either reviewing the Schedule Log, or by measuring a variance between the Remaining Start and the Remaining Early Start.

Major pitfalls can occur. These pitfalls can include underutilization of resources, and significant activity delays. Activity delays can occur even with underutilization. This can quickly frustrate even the experienced scheduler. Adhering to some simple guidelines, however, can keep schedules manageable, and provide more levelized resource plans.

Resource Leveling can also be used in place of ‘soft relationships’ that exist in projects. These soft relationships can be defined as a sequencing of activities that can physically be completed in any manner, but are set to a particular order.

When scheduling at a detailed activity level, these soft relationships can become cumbersome when changes in the project cause a re-sequencing of work. Many schedulers and project managers prefer not to schedule at this level, as the soft relationships can be untenable.

With resource leveling, however, re-sequencing work is a breeze, as the only changes made are the leveling priorities.  Unlike relationships, Leveling Priorities are lists (many times Activity Codes) that can easily be changed and readily understood by the entire project team.


Here is some background information on Paul:

Paul Reeser
Project Controls Engineer

Mr. Reeser specializes in project controls and scheduling. He has overseen the implementation of three major capital program schedules, ranging from $15 million to $1 Billion in value. He has also overseen all technical components of $700 Million annual capital program schedules. He has developed best practices for P6 scheduling that includes schedule development, resource management, critical path analysis, baselining schedules, change control, earned value analysis, quality control, enterprise reporting, and database integration.

Mr. Reeser is currently providing consultant scheduling services to Duke Energy, and has recently formed Elegant Project Solutions, specializing in P6 integrated reporting systems and project controls.

WHEN: Wednesday, March 11th, 2014
5:30pm – 6:30pm (Eastern Standard Time)
WHERE: Online webinar
Log-in details for webconferencing will be sent at a later date to only those who complete the online registration
DINNER: N/A Webinar
Free webconference
Co-Chairperson(s): Randy Rapin, Ph: (513) 271-9026, ext 104;
Paul Reeser, Ph: (937) 974-6438



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