Resource Leveling helps resolve resource overload by automatically adjusting task schedules so that no resource is assigned more work than their available capacity.

Instead of manually moving tasks, Gantt Suite analyzes the schedule and redistributes work according to configurable criteria.

Resource Leveling is especially useful when:

Multiple tasks overlap for the same resource.
Resources exceed their available capacity.
Project schedules need to be optimized before execution.

Note: Resource Leveling modifies task schedules only. It does not change task assignments.

Before you begin

Resource Leveling is available only when all of the following requirements are met.

Requirement	Description

Requirement	Description
Standard Scheduling	Resource Leveling is available only for Standard Scheduling charts. Agile Scheduling is not supported.
Task Constraints	Task Constraints must be enabled.
Resource Assignment	The chart must use Resource Assignment rather than Team Assignment.
Permissions	Only users with the Manager role can perform Resource Leveling.
Workload Distribution	Remaining Work Distribution mode is not supported.

Starting Resource Leveling

Click Resource Leveling on the toolbar.

Configure the leveling options.
Click Start Leveling.

Gantt Suite analyzes the selected tasks and creates an optimized schedule.

Leveling options

The Resource Leveling dialog allows you to control which tasks participate in the optimization.

Level tasks since

Defines the earliest date from which leveling should begin.

Tasks that finish before this date are ignored.

This is useful when leveling only future work.

Level for resources

Choose whether to level:

All resources
Selected resources only

Include

Filter which tasks participate in leveling.

You can include or exclude tasks based on:

Scheduled or unscheduled status
Progress
Jira issues
Internal tasks

Firstly place all tasks on the start

Moves all selected tasks back to the Level tasks since date before leveling begins.

This option is useful when repeating Resource Leveling, ensuring that all tasks start from the same point rather than from previously leveled positions.

Clear leveling values before start

Resets tasks that were previously leveled within the current scenario back to their original schedule before performing a new leveling operation.

For example:

Original task date: January 1
First leveling moved it to January 2

With this option:

Enabled → leveling starts from January 1
Disabled → leveling starts from January 2

Change task duration if needed

Available only for Fixed Duration tasks.

When enabled, Gantt Suite may increase a task's duration to reduce its daily workload.

Example:

Duration: 2 days
Work: 24 hours

After leveling:

Duration becomes 3 days
Daily workload becomes 8 hours

This helps eliminate overload without delaying unrelated work.

How Resource Leveling works

After Resource Leveling starts, Gantt Suite automatically redistributes selected tasks according to:

Resource availability
Task constraints
Dependencies
Scheduling rules
Selected leveling options

The resulting schedule is generated automatically.

Resource Leveling uses Scenarios

All Resource Leveling results are stored in a Scenario.

No changes are written directly to Jira.

If Resource Leveling is started while working in the Live chart, Gantt Suite prompts you to create a Scenario automatically.

If you are already working in a Scenario, the leveled schedule is saved there.

Reviewing leveling results

After leveling completes, the chart automatically switches to the Scenario.

To review the proposed changes:

Click the active Scenario on the toolbar.
Select Review Changes.

The Review Changes dialog lists every scheduling modification created during Resource Leveling.

Saving changes to Jira

Once you have reviewed the proposed schedule:

Select the changes you want to apply.
Click Save Selected to Jira (Live Chart).

Only the selected changes are synchronized with Jira.

Discarding leveling results

If you decide not to use the generated schedule, you can:

Delete the Scenario, or
Select Clean All Leveling to restore all tasks to their original positions before the first leveling operation.

No Jira data is modified until changes are explicitly synchronized.

Best practices

Perform Resource Leveling before major releases or milestone planning.
Level only future tasks by using the Level tasks since option.
Review all changes in the Scenario before synchronizing them with Jira.
Use Change task duration if needed only when extending task duration is acceptable.
For optimal performance, run Resource Leveling on smaller datasets whenever possible.
Switch back to the Live chart after completing the review or synchronizing changes so that subsequent edits are applied directly to Jira.