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Resource Leveling

Resource leveling is a resource optimization technique in which adjustments are made to the project schedule to keep resource usage at or below a defined limit, often resulting in a longer project duration.

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Explanation

Resource leveling addresses situations where resources are over-allocated, meaning they are assigned to more work than they can handle within a given time period. The technique adjusts activity start and finish dates based on resource constraints, delaying activities as necessary to ensure no resource is overloaded. This process often uses the float of non-critical activities to resolve conflicts.

When non-critical activities have enough float to absorb the delay, resource leveling can be accomplished without extending the project duration. However, when critical path activities require leveling or when there is insufficient float, the project duration will increase. Resource leveling can change the critical path and create new critical paths that did not exist before.

Resource leveling is necessary when shared or critically needed resources are only available at certain times, when resources are over-allocated (assigned to multiple activities at the same time), or when the project manager wants to keep resource usage at a constant level. Unlike resource smoothing, leveling may extend the project duration because schedule constraints take a back seat to resource constraints.

Key Points

  • Adjusts the schedule to resolve resource over-allocation
  • May extend the project duration
  • Uses float to delay non-critical activities when possible
  • Can change the critical path

Exam Tip

Resource leveling can extend the project schedule because it prioritizes resource constraints over schedule constraints. Resource smoothing does not extend the schedule.

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