Certopolis

Certified Associate in Project Management (CAPM)

Resource leveling and the resource critical path

Resource leveling adjusts activity start dates or resource assignments so the schedule matches the resources actually available. It usually delays activities with the most free float first, so successors and the finish date do not move. The sequence that drives the finish once resources are considered is the resource critical path.

What leveling does

GAO's Schedule Assessment Guide says a schedule without resources implies unlimited resources. Resource leveling adjusts the scheduled start of activities or the work assignments of resources to account for their availability, and smooths peaks and troughs in demand. A plan that needs 30 software engineers one week, none the next and 25 the week after is disruptive and inefficient.

Leveling can mean moving work from overallocated to underallocated people, or delaying activities until resources are free. Its goal is to finish on time or early with the resources realistically available.

Which activities move

Activities delayed by leveling typically have the greatest free float and the fewest assigned resources. Free float is the time an activity can slip without affecting any successor, so using it limits the effect on the project.

If leveling still delays the finish date, resources are an unavoidable constraint and a different plan is needed. If no resources are overallocated, the leveled schedule is the same as the original schedule.

Logic added after the baseline to solve a resource conflict is preferential, or soft, logic. It reflects management's chosen order, not an order the work requires. Engineering, or hard, logic is an order the work must follow, such as curing after pouring concrete.

Critical resources and the resource critical path

The critical path method assumes unlimited resources, even in a resource-loaded schedule, because it ignores overallocation. A worker can be booked on any number of parallel activities.

Leveling reveals critical resources: people or equipment that will delay the finish if they are unavailable for specific activities. The sequence that drives the finish based on both logic and resource availability is the resource critical path, also called the resource-constrained critical path or critical chain.

Where the exam catches people

  • Believing a resource-loaded critical path accounts for overallocation: the critical path method assumes unlimited resources.
  • Believing leveling should delay the activities on the critical path first: it typically delays activities with the most free float.
  • Believing logic added to resolve a resource clash is engineering logic: it is preferential, or soft, logic.
  • Believing leveling always extends the schedule: with no overallocation the leveled schedule matches the original.

Written from PMI's documentation

Try 3 questions on this

Pick an answer to see why each option is right or wrong.

  1. A program's schedule names the staff for every activity, but one specialist welder is booked on three parallel activities at once. Management wants to know which sequence of activities will actually drive the finish date. Which tool can be used?

    Right. In the game that’s Renown for your Predictive, Plan-Based Methodologies building.

    Not that one: C is right. In the game your Predictive, Plan-Based Methodologies building would lose a little Renown, and this question would come back later.

    Show the full explanation and doc quotes

    When resource availability matters, the sequence that drives the finish, based on both network logic and resource availability, is the resource critical path, also called the resource-constrained critical path or critical chain.

    Written from www.gao.gov/assets/d1689G.pdf

  2. After a program's schedule is baselined, two activities planned for the same week both need its only crane operator. To resolve the conflict, the scheduler links them finish-to-start. Which technique is used to sequence them?

    Right. In the game that’s Renown for your Predictive, Plan-Based Methodologies building.

    Not that one: D is right. In the game your Predictive, Plan-Based Methodologies building would lose a little Renown, and this question would come back later.

    Show the full explanation and doc quotes

    Here the order exists only because one crane operator cannot do both jobs at once.

    Written from www.gao.gov/assets/d1689G.pdf

  3. During resource leveling, a scheduler wants to delay only those activities whose slip will leave the dates of every successor activity unchanged. Which tool can be used to identify them?

    Right. In the game that’s Renown for your Predictive, Plan-Based Methodologies building.

    Not that one: C is right. In the game your Predictive, Plan-Based Methodologies building would lose a little Renown, and this question would come back later.

    Show the full explanation and doc quotes

    GAO notes that leveling generally targets activities with free float first, because delaying an activity within its free float does not move its successor or the finish date.

    Written from www.gao.gov/assets/d1689G.pdf