Level 4 – Resource Management

At this point you have a perfect model of your project that will forecast your main deliveries. By now, we can promise you that your schedule already outperforms 80% of the schedules being made throughout the world.

It could be though that it is not realistic enough yet, as resources induce many additional dependencies. You could think of shortage of resources with a certain skill set, holidays, or responsibilities in other projects. If you or your organization require more, this step 4 will explain you how to achieve that.

First of all, a resource is any means that needs to be used for tasks and thus projects to complete. Think of people with certain skills, test machines, facilities, money etc. Apart from resources there is a responsible person, who does not necessarily need to spend time on a task to complete. Resources should only be assigned to tasks, when doing this has a significant impact to the quality or duration of the schedule.

Also note that as a communication means, a schedule could have different audiences:

  • Bottom-up – only use resources for those tasks that affect the critical path
  • Top-down – use resources for all your tasks as you use your schedule to communicate their workload and what is expected of them

The goal of planning with resources it to be able to determine what is needed of the variable parameter(s) to achieve the project goal:

  • Scope and timing with constrained resources
  • Timing and resources with constrained scope
  • Scope and resources with constrained timing

We will explain you how you can use the resource leveling features in MS project to explain for which of these three parameters you need help or a decision from your manager or steering committee.

Resource Management: Course Content

Off course you need to be able to assess exactly what to expect when enlisting for this course. The course contents includes, but is not limited to:

  • Preparations Before Resource Loading
  • How MSP Calculates: The Iron Formula
  • Fixed Work, Fixed Duration of Fixed Units – what to use when?
  • Effort Driven Scheduling – yes or no?
  • Resource Types
  • Enter Resources Using the Resource Sheet
  • Resource Calendar
  • Generic vs. Specific Resources
  • Assigning a Resource
  • Dedicated vs non-dedicated assignments
  • % Assignment on a task, effectiveness, and absence
  • Explaining the different units % fields in MS Project
  • Assignment Units vs. Peak (Units)
  • Replacing a Resource
  • Views for Resource Management
  • Resource Graph
  • Team Planner
  • Resource Usage and Task Usage
  • Task Form and Resource Form
  • Resource Leveling
  • Method 1: Level Resources Manually
  • Method 2: Let MSP Level For You
  • Level One Task at a Time
  • Level Selection
  • Level Resource
  • Level All
  • The Resource Allocation View
  • The Leveling Algorithm Explained
  • After Solving Resource over Allocation


  • Interactive Questions and Quizzes to Test Yourself
  • Video Material
  • Assignments to Fully Train Yourself in MS Project
  • Customized Highlight Report to report on Your Project Schedule

Target Audience

Everyone with No or Little Experience with MS Project 2013 or Previous Versions.

  • Project Managers (PM)
  • Project Leaders
  • Project Planners
  • Team Leaders
  • Project Manager Officers (PMO)
  • Program Manager
  • Other Business Professionals


Microsoft Project 2013/2016

$ 19.00Add to cart

Course Information
  • Course Id:$19
  • Days:1,5 (8-12 hours)

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