Dec 05 2011

“Level of Effort” in Primavera P6

What is “Level of Effort,” and when is it used? Contributor Kimberly Weprich, Simplex Implementation Consultant and Trainer, offers her insight.

Level-of-Effort activities are used for ongoing tasks dependent on other activities. In other words, Level-of-Effort activities are used to track non-project work, such as clerical work and meetings. In addition, roles and resources can be assigned to a Level-of-Effort activity. A project manager who manages one project or multiple projects may be assigned 1 hour/day to Level-of-Effort activities in each project to complete administrative tasks.

The duration of Level-of-Effort activities is triggered by its predecessor and successor activities and its assigned calendar. When scheduled, the Level-of-Effort activity will stretch between the two, and when the duration on another activity moves, then the Level-of-Effort activity will respond by expanding or contracting in relation to the change.

Level-of-Effort activities are different from “hammocks.” Level-of-Effort activities may be similar in theory to a “hammock,” in that the Level of Effort stretches between a start and finish timeframe; however, Level-of-Effort activities summarize the latest start dates and earliest finish dates of its predecessors and successors. The “hammock” summarizes the earliest start dates and latest finish dates of its predecessors and successors.

To create a Level-of-Effort Activity:

  • Open project; make sure you are in the Activity Window
  • Make sure that view shown on Top is: Activity Table (and/or Gantt Chart)
  • Make sure that view shown on Bottom is: Activity Details
  • Add the new Level-of-Effort Activity (e.g. Project Meeting) and keep Duration as the default
  • In the General Tab on Activity Details, change the Activity Type to Level of Effort

  • In the Relationship Tab on Activity Details, anchor “Project Meeting” with predecessor and successor. Make sure the predecessor has a Start-to-Start relationship type and the successor has a Finish-to-Finish relationship type.

  • If necessary, add your Roles and Resources to the Activity
  • Finally, Schedule your Level of Effort Activity

As you can see the scheduled Level of Effort activity of Project Meetings now has a duration of 221 days because the activity has a predecessor from the beginning of the project, and a successor at the end of the project.

One Comment

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