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Resource leveling with multiple users assigned to 1 task

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Level 2
To my understanding there is a system limitation that will not allow resource leveling when more than 1 person is assigned to a task, is there a work around for this? I was thinking I could assign a task to 1 person but list that person as 3 FTE's to reflect the number of hours that "User" could work but I am not able to go over 1.0 FTE. My second thought was to assign a role group instead of an individual but I believe leveling only works for individuals. I am sure I can manually add predecessors to all tasks to help with the timeline but that is time consuming and would potentially require rework if priorities change. Any help would be greatly appreciated, Michael Boyle Aetna International
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Level 10
I haven't been using the Resource Leveling because of limitations I discovered a couple of years ago when we bought WF. The one you described is true, it'll only level the Primary assignment on the task. There was another one that was weird. If you had ANY task in your Project set to a Duration Type of Effort Driven, the Resource Leveling would not work (and wouldn't warn you) – they had this in their documentation. We were warned from Day 1 by a WF Tech (back in December 2014) that the leveling didn't work very well. But as far as I know these were the two biggest constraints. To address this same type of issue when working with MS Project and it's integration with TFS (had the same constraint with leveling – couldn't handle multiple resources) I simply started assigning only one person per task. So in some cases I had to duplicate a task. But actually since they're usually doing different things on a task it didn't happen as often as you'd think. This actually turned out to be a decent practice from a PM perspective anyway. I found when I have multiple people assigned to a task, it can cause confusion and churn on the task. If I have one person assigned I can make it more finite and descriptive and more clear as to what "done" looks like. So assigning one person per task didn't bother me as much as I thought it would. But yes it's inconvenient and MS Project (when not integrated with TFS) can still level with multiple resources – which I think is where WF needs to get eventually. Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

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Level 2
Thank you Vic, Creating multiple tasks is a great suggestion to show slightly different description to display one user so we can use the leveling. This is my first time using WF and will have to train staff on being more descriptive in task creation so we don't run into this issue on future projects. This is certainly a function that seems to be fixable since the hours are split evenly on a task that has multiple people so you would pull the hours from that field to feed into the leveling logic. Michael Boyle Aetna International

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Level 10
Yeah and the new Duplicate feature makes it even easier now to copy a task in-place. Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT