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Products > PSOP > Documentation
How can I get the most out of
PSOP?
PSOP can improve most schedules without any intervention on your part.
However, there are several things you can do to help PSOP produce
better schedules:
- Allow the schedule to be longer: Specifying a finish date in the leveling
options limits what PSOP can do to reduce overload. Choosing no limit gives PSOP the most flexibility. If
some limit is required, choose this date
and specify a date that is as late as acceptable to help minimize
over-allocation.
- Assign resources: If an activity
uses resources and there are limits on that resource this information
should be entered into Primavera as accurately as possible. If PSOP
doesn't know about resource utilization and limits, it can't reduce
resource conflicts.
- Use roles instead of resources:
If an activity could be performed by multiple resources, specifying a
single resource unnecessarily limits what the leveler can do. For
example, if Joe and Judy are both welders and it doesn't matter which
of them performs a certain activity, assigning the resource Judy to the
activity may limit where the activity can be placed as PSOP will try to
avoid resource conflicts with other activities that have been assigned
to Judy. If the welder role is used for this activity instead of a
specific resource PSOP will have more options and may be able to find a
better schedule. Note that PSOP also has the ability to infer the
correct role for a resource and level using roles without requiring the
user to substitute roles for all resource assignments in P3e (more information...).
- Provide appropriate resource availabilities:
PSOP aims for a schedule where all activities can be completed without exceeding resource availabilities. It is therefore
important to provide accurate resource availabilities.
- Don't use Primavera activity leveling
priorities:
Primavera allows the user to specify a leveling priority for each
activity. In P3e, this can help produce a more level schedule as
explained in the overview.
Since PSOP tries many leveling priorities and actively searches for
those that are successful, it generally produces better schedules
if it is not forced to honor user-specified leveling priorities. For
this reason PSOP, by default, ignores the Primavera activity leveling
priority. On the Primavera Compatability tab you can specify
that PSOP should honor P3e activity leveling priorities, but this is usually not appropriate.
- Don't use constraints to force
activity placement: As the Primavera leveler is often unable to
provide a good level schedule (see the overview
for details), it is common practice for users to manually place
activities and then use activity constraints to keep Primavera from
moving the activity when the Primavera leveler or scheduler is run.
Because PSOP honors these constraints, this limits PSOP's ability to find good quality schedules. PSOP
will generally find better results if unnecessary constraints and relationships are
removed from the project.
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