{"id":9560,"date":"2022-12-29T12:27:00","date_gmt":"2022-12-29T20:27:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=9560"},"modified":"2025-07-31T08:47:25","modified_gmt":"2025-07-31T15:47:25","slug":"resource-leveling","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/resource-leveling\/","title":{"rendered":"Resource Leveling: How to Deliver Projects on Time &amp; Budget"},"content":{"rendered":"\n<p><script type=\"application\/ld+json\"><br \/>\n{<br \/>\n  \"@context\": \"http:\/\/schema.org\",<br \/>\n  \"@type\": \"FAQPage\",<br \/>\n  \"mainEntity\": [<br \/>\n    {<br \/>\n      \"@type\": \"Question\",<br \/>\n      \"name\": \"What is Resource Leveling?\",<br \/>\n      \"acceptedAnswer\": {<br \/>\n        \"@type\": \"Answer\",<br \/>\n        \"text\": \"Resource leveling is a project management technique used to manage time and availability from internal employees, external contributors like agencies and freelancers, or software to complete a project within an agreed-upon time frame and budget.\"<br \/>\n      }<br \/>\n    }<br \/>\n  ]<br \/>\n}<br \/>\n<\/script><\/p>\n\n\n\n<p>Are you taking on more work because of your limited resources?<\/p>\n\n\n\n<p>Or are you finding that you constantly run into resource conflicts from over-assigning tasks to your team?<\/p>\n\n\n\n<p>Managing your available resources is not only challenging, but it\u2019s also a crucial part of the job for any team leader. When done right, the <a href=\"https:\/\/clickup.com\/blog\/tag\/project-management\/\">project management technique<\/a> of resource leveling helps teams work more efficiently by strategically distributing work fairly across your team members.<\/p>\n\n\n\n<p>More times than not, you don\u2019t necessarily <em>need<\/em> additional resources like staff and software. Instead, you have to resolve resource conflicts in the planning phase so you avoid any issues from the start.<\/p>\n\n\n\n<p>If you\u2019re curious about resource leveling and wondering how to do it, we\u2019re here to help. We\u2019ll go over what exactly is resource leveling, how it works, and tips you can use to master it.<\/p>\n\n\n\n<p>Let\u2019s dive in.<\/p>\n\n\n\n<div id=\"ub_table-of-contents-c054f33b-71f1-4b59-8e27-13b1866b92ff\" class=\"ub_table-of-contents\" data-hidetext=\"hide\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\" data-scrolltype=\"auto\" data-showtext=\"show\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">What is Resource Leveling?<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#0-what-is-resource-leveling\">What is Resource Leveling?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#3-the-most-common-resource-leveling-techniques-and-examples\">The Most Common Resource Leveling Techniques and Examples<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#8-5-key-tips-for-effective-resource-leveling\">5 Key Tips For Effective Resource Leveling<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#9-1-make-realistic-estimates-of-your-project-resource-needs\">1. Make realistic estimates of your project resource needs<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#10-2-identify-all-of-your-potential-project-resource-gaps\">2. Identify all of your potential project resource gaps<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#11-3-create-a-priority-task-list\">3. Create a priority task list<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#12-4-implement-a-dedicated-resource-manager\">4. Implement a dedicated resource manager<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#13-5-keep-track-of-everything-you-reallocate\">5. Keep track of everything you reallocate<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/#14-resource-leveling-templates-for-end-to-end-project-management-success\">Resource-Leveling Templates for End-to-End Project Management Success<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/clickup.com\/features\/project-time-tracking?utm_campaign=blog_cta&amp;utm_medium=new_cta&amp;utm_source=Blog&amp;utm_content=time_tracking_main&amp;utm_term=\"><img loading=\"lazy\" decoding=\"async\" width=\"744\" height=\"300\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/09\/ClickUp-Flexible-Time-and-Workload-Tracking-CTA.png\" alt=\"ClickUp Flexible Time and Workload Tracking CTA\" class=\"wp-image-43049\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/09\/ClickUp-Flexible-Time-and-Workload-Tracking-CTA.png 744w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/09\/ClickUp-Flexible-Time-and-Workload-Tracking-CTA-300x121.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/09\/ClickUp-Flexible-Time-and-Workload-Tracking-CTA-700x282.png 700w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><\/figure>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-resource-leveling\">What is Resource Leveling?<\/h2>\n\n\n\n<p>Resource leveling is a <a href=\"https:\/\/clickup.com\/blog\/project-management-examples\/\">project management technique<\/a> used to manage time and availability from internal employees, external contributors like agencies and freelancers, or software to complete a project within an agreed-upon time frame and budget.<\/p>\n\n\n\n<p>The goal of resource leveling is to do more with less. Typically, resource leveling is controlled by project managers or team leads needing to reduce delays caused by <a href=\"https:\/\/clickup.com\/blog\/competing-priorities\/\">conflicting priorities<\/a> or simultaneous demands for the same resources.<\/p>\n\n\n\n<p>You also may have heard resource leveling called various things like <a data-wpil=\"url\" data-wpil-url-old=\"aHR0cHM6Ly9jbGlja3VwLmNvbS9ibG9nL3Jlc291cmNlLWFsbG9jYXRpb24v\" href=\"https:\/\/clickup.com\/content\/resource-allocation\">resource allocation<\/a>, workload management, or managing resource dependencies. For the most part, all of these terms are the same and have similar goals\u2014manage the available resources, prevent resource conflicts, and ensure team members are not under or overused.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-how-resources-are-defined\">How resources are defined<\/h3>\n\n\n\n<p>In project management, resources generally fall into two categories:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Intangible resources<\/strong>: Intellectual property, processes, skills, ideas, and time<\/li>\n\n\n\n<li><strong>Tangible resources<\/strong>: Human and financial resources, software, <a href=\"https:\/\/clickup.com\/blog\/real-estate-marketing-tools\/\">materials, real estate<\/a><\/li>\n<\/ul>\n\n\n\n<p>Not every team will manage the exact same type of resources, but for the most part, there are commonalities that fit across the board. For example, the majority of project managers are <em>actually <\/em>managing available resources like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Work hours<\/strong>: The number of available or used hours to complete a task and the entire project<\/li>\n\n\n\n<li><strong>Skills and skillsets<\/strong>: Using known team or individual skills to complete projects faster<\/li>\n\n\n\n<li><strong>Manpower<\/strong>: The number of team members and their work hours available to complete a project<\/li>\n\n\n\n<li><strong>Budget<\/strong>: The available or spent funds toward project completion<\/li>\n\n\n\n<li><strong>Materials<\/strong>: The number of materials available or used toward a project (often a crucial aspect of <a href=\"https:\/\/clickup.com\/blog\/construction-management-templates\/\">construction management<\/a>)<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-42119\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/Money-Custom-Field-in-ClickUp-List-View.gif\" alt=\"Money Custom Field in ClickUp List View\" width=\"600\" height=\"413\">\n<figcaption class=\"wp-element-caption\">It\u2019s simple to track tangible and non-tangible resource values in custom fields for all your tasks<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-the-benefits-of-resource-leveling\">The benefits of resource leveling<\/h3>\n\n\n\n<p>The benefits of resource leveling depend on the type of <a href=\"https:\/\/clickup.com\/blog\/resource-constraints\/\">resources and the constraints<\/a> of the overall project. Without effective <a href=\"https:\/\/clickup.com\/blog\/resource-management\/\">resource management<\/a>, you end up in one of two situations:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Over-allocation<\/strong>: Assigning more resources to a project than what\u2019s available from your team<\/li>\n\n\n\n<li><strong>Under-allocation<\/strong>: Not scheduling enough resources to reach project completion<\/li>\n<\/ul>\n\n\n\n<p>If you\u2019re under or over on resource allocation, you\u2019re not using your resources at their optimum potential. This naturally reduces your resource efficiency and, in turn, increases your project costs.<\/p>\n\n\n\n<p>With proper resource leveling, your projects not only get done faster but more efficiently. And these efficiencies have their advantages:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reduced team stress:<\/strong> Resource leveling avoids overworking or under-utilizing your team to avoid burnout and maintain a sense of balance and fairness. This helps identify where additional resources are needed while understanding your <a href=\"https:\/\/clickup.com\/blog\/capacity-planning\/\">team\u2019s capacity<\/a> to delegate tasks appropriately<\/li>\n\n\n\n<li><strong>Increased return on investment:<\/strong> Efficient resource allocation gets every last drop out of your available resources so you avoid spending unnecessary time or money on more resources to hit your project completion date<\/li>\n\n\n\n<li><strong>Limited risks and oversights<\/strong>: Overloaded team members are so much more likely to produce work with errors, which will correlate to project delays, bottlenecks, and even complete failure of the project<\/li>\n\n\n\n<li>Better communication: With the right tools, resource leveling establishes visibility into workloads, which will improve transparency, <a href=\"https:\/\/clickup.com\/blog\/team-communication\/\">team communication<\/a>, and trust in leadership<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-44978\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/image-1400x971.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/image-1400x971.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/image-300x208.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/image-768x533.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/image-1536x1065.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/image-700x485.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/image.png 2048w\" alt=\"ClickUp Workload View\" width=\"1400\" height=\"971\">\n<figcaption class=\"wp-element-caption\">The ClickUp Workload View gives insights into your project metrics to be one step ahead<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-the-most-common-resource-leveling-techniques-and-examples\">The Most Common Resource Leveling Techniques and Examples<\/h2>\n\n\n\n<p>So you know what\u2019s resource leveling and why it\u2019s important. But how is it actually done?<\/p>\n\n\n\n<p>First, it\u2019s best to understand each resource leveling technique so you know what would be best for your workflow! \ud83d\udca1<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-fast-tracking\">Fast-tracking<\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/fast-tracking-in-project-management\/\">Fast-tracking in project management<\/a> is when tasks are completed ahead of schedule. It allows you to take advantage of any spare time in the <a href=\"https:\/\/clickup.com\/blog\/project-timeline\/\">project timeline<\/a>, while also allowing you to get ahead of any potential resource constraints.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-crashing\">Crashing<\/h3>\n\n\n\n<p>Crashing occurs when you reduce the timeline of a task by allocating more resources or increasing the team\u2019s hours. This is a great way to shave off time from a project when there are hard deadlines.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-777cf388-887d-4646-9d29-f64fea5302e5\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udc49\ud83c\udffd<strong>Read More:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/crashing-vs-fast-tracking\/\">Fast Tracking vs. Crashing: Techniques for Project Management<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"6-critical-path-method-\"><a href=\"https:\/\/clickup.com\/blog\/critical-path-templates\/\">Critical path method<\/a><\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-38573\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/critical-path-on-the-gantt-view-in-clickup.gif\" alt=\"critical path view of a gantt chart in ClickUp\" width=\"960\" height=\"498\">\n<figcaption class=\"wp-element-caption\">Understand your project\u2019s dependencies through the critical path feature in ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/critical-path\/\">The critical path method (CPM)<\/a> is a technique used in project management that lets you know which tasks need to be completed first. Knowing the critical path identifies which tasks can be delayed so you can free up resources for other tasks.<\/p>\n\n\n\n<p>Additionally, the critical path is essentially the bare minimum number of tasks you have to finish to complete a project.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-resource-smoothing\">Resource smoothing<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-34787\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-3-1400x944.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-3-1400x944.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-3-300x202.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-3-768x518.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-3-1536x1036.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-3-700x472.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-3.png 1999w\" alt=\"See how your team spends their time with Workload view in ClickUp!\" width=\"1400\" height=\"944\">\n<figcaption class=\"wp-element-caption\">Take your time management a step further with ClickUp\u2019s Workload view and see how your estimated time per task measures up against the total time in your week<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Resource smoothing uses existing resources to fulfill tasks instead of reaching out for extra help. This resource-leveling technique is a great way to avoid overloading team members and ensure that each task is completed in an efficient manner.<\/p>\n\n\n\n<p>Resource smoothing is also ideal to use when all of your team members have too much work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"8-5-key-tips-for-effective-resource-leveling\">5 Key Tips For Effective Resource Leveling<\/h2>\n\n\n\n<p>You\u2019re a resource-leveling pro at this point! But it\u2019s still extremely beneficial for team leads to know how to best handle resource demand. Let\u2019s take a look at the five best practices for resource allocation!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-1-make-realistic-estimates-of-your-project-resource-needs\">1. Make realistic estimates of your project resource needs<\/h3>\n\n\n\n<p>Before you <a href=\"https:\/\/clickup.com\/blog\/how-to-start-a-project\/\">start a project<\/a>, make a realistic estimate of how many resources your project would possibly need. While you can use resource smoothing techniques further down the line, it\u2019s always best to over-prepare for your project.<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13555\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/05\/image6-1400x788.gif\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/05\/image6-1400x788.gif 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/05\/image6-300x169.gif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/05\/image6-768x432.gif 768w\" alt=\"time estimates\" width=\"1400\" height=\"788\">\n<figcaption class=\"wp-element-caption\">Easily view and track time estimates to ClickUp tasks for better resource management<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Don\u2019t take a wild guess at your resource availability and team capacity. You have to plan for any sudden bottlenecks or last-minute tasks that could derail your project schedule. The more realistic you are about your resource availability, the better you can finish a project on time.<\/p>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/marketing-resource-management-software\/\">Marketing Resource Management Software<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-2-identify-all-of-your-potential-project-resource-gaps\">2. Identify all of your potential project resource gaps<\/h3>\n\n\n\n<p>Resource gaps happen when unexpected issues or problems arise after kickoff that could impede the project schedule. For example, if you\u2019re <a href=\"https:\/\/clickup.com\/blog\/team-management\/\">managing a team<\/a> of writers during a busy holiday month, you could end up with limited available resources if multiple team members take similar days off.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"700\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Work-Breakdown-Template-by-ClickUp.png\" alt=\"Work breakdown structure in ClickUp Whiteboards\" class=\"wp-image-46297\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Work-Breakdown-Template-by-ClickUp.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Work-Breakdown-Template-by-ClickUp-300x210.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Work-Breakdown-Template-by-ClickUp-768x538.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Work-Breakdown-Template-by-ClickUp-700x490.png 700w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><figcaption class=\"wp-element-caption\">Break down the scope of a project into small <a href=\"https:\/\/clickup.com\/blog\/project-deliverables\/\">deliverables<\/a>, and easily track deliverables for each stage, and phase of the team involved in ClickUp Whiteboards<\/figcaption><\/figure>\n\n\n\n<p>It\u2019s up to the project manager or the team lead to plan ahead for potential project resource gaps. Resource leveling isn\u2019t just about evening out workloads\u2014it\u2019s dependent on whether or not you took resource gaps into consideration during your initial project planning.<\/p>\n\n\n\n<p>And to best avoid these gaps, make sure you define the <a href=\"https:\/\/clickup.com\/blog\/project-scope\/\">project scope<\/a> so you\u2019re not stuck with two team members when you planned for six to complete the project. It\u2019s nearly impossible to prevent all resource gaps, but a little preparation and review can go a long way.<\/p>\n\n\n\n<p><em><strong>Bonus: <a href=\"https:\/\/clickup.com\/blog\/gap-analysis-templates\/\">Gap Analysis Templates<\/a>!<\/strong><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-3-create-a-priority-task-list\">3. Create a priority task list<\/h3>\n\n\n\n<p>Always create a prioritized list of tasks and resources when handling your projects. It\u2019s a simple yet effective way to clearly know what needs to be prioritized in case of any conflicts or constraints. \ud83d\udcc4<\/p>\n\n\n\n<p>For example, let\u2019s say you\u2019ve two ongoing dev projects that need an extra team member\u2014the first one has a flexible schedule and the other has a strict deadline.&nbsp;The problem is you only have one developer to spare.<\/p>\n\n\n\n<p>Which project would you assign that developer to?<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-38777\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image10.gif\" alt=\"Grouping tasks in Board view in ClickUp\" width=\"960\" height=\"498\">\n<figcaption class=\"wp-element-caption\">Group the tasks on your <a href=\"https:\/\/clickup.com\/blog\/kanban-board-examples\/\">Kanban board<\/a> by status, Custom Fields, Priority, and more in ClickUp\u2019s Board view<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>You\u2019d want to assign them to the second project with a strict deadline. While this is a simple resource-leveling example, prioritizing tasks ensures you know what needs the most attention for the good of the project schedule!<\/p>\n\n\n\n<p><strong><em>Learn to manage resources with <a href=\"https:\/\/clickup.com\/blog\/resource-calendar\/\">a resource calendar<\/a>! <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-4-implement-a-dedicated-resource-manager\">4. Implement a dedicated resource manager<\/h3>\n\n\n\n<p>If you haven\u2019t guessed by now, managing your resources isn\u2019t an easy task. It\u2019s extremely time-consuming and involves tons of variables.<\/p>\n\n\n\n<p>That\u2019s why you should always try to have a dedicated resource manager who takes care of any and all resource leveling needs. This person dedicates their time to mastering the critical path and <a href=\"https:\/\/clickup.com\/blog\/how-to-manage-multiple-projects\/\">managing multiple projects<\/a> to their resource limits.<\/p>\n\n\n\n<p>When one person owns this process, you centralize responsibility, making resource leveling that much easier to manage.&nbsp;Additionally, you won\u2019t add the responsibility of resource management onto your team, which leaves them free to focus on the actual <a href=\"https:\/\/clickup.com\/blog\/workload-management\/\">project workload<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-5-keep-track-of-everything-you-reallocate\">5. Keep track of everything you reallocate<\/h3>\n\n\n\n<p>It might seem simple to move a few tasks around, partake in some resource smoothing, or move projects to your additional resources. However, everything needs to be tracked. You need to know where your tasks were originally assigned or else you risk major issues in your resource allocation process.<\/p>\n\n\n\n<p>Why?<\/p>\n\n\n\n<p>Without tracking, you run the risk of assigning duel work, skipping steps in the project timeline, or missing critical information on what needs to move on next. If you don\u2019t thoroughly keep track of all your resources and where they were reassigned, your project is bound to run into costly issues. \ud83d\udcc8<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39378\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/02\/burndown-widget-in-clickup.png\" sizes=\"auto, (max-width: 406px) 100vw, 406px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/02\/burndown-widget-in-clickup.png 406w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/02\/burndown-widget-in-clickup-300x165.png 300w\" alt=\"burndown widget in clickup\" width=\"406\" height=\"223\">\n<figcaption class=\"wp-element-caption\">Use the burndown chart widget in ClickUp to measure production over your <a href=\"https:\/\/clickup.com\/blog\/project-timeline\/\">project timeline<\/a> to spot any potential resource issues<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/resource-management-tools\/\">Resource allocation tools<\/a> can track all of your tasks, and for agile teams, you can run burndown charts to measure your production to what was originally assigned. The point of all this is to say\u2014you <em>need<\/em> project management software that\u2019s customizable and that centralizes your teams\u2019 efforts.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"14-resource-leveling-templates-for-end-to-end-project-management-success\">Resource-Leveling Templates for End-to-End Project Management Success<\/h2>\n\n\n\n<p>Want to allocate your resources that much faster? Start with a template!<\/p>\n\n\n\n<p>We\u2019ve got five of the best ClickUp templates you can use\u2014absolutely for free\u2014to start managing your teams\u2019 workloads more efficiently.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15-1-clickup-resource-allocation-template\">1. ClickUp Resource Allocation Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-45658\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/05\/ClickUp-resource-allocation-template.png\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/05\/ClickUp-resource-allocation-template.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/05\/ClickUp-resource-allocation-template-300x175.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/05\/ClickUp-resource-allocation-template-768x448.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/05\/ClickUp-resource-allocation-template-700x408.png 700w\" alt=\"ClickUp resource allocation template\" width=\"1000\" height=\"583\">\n<figcaption class=\"wp-element-caption\">Know your budgets, assignees, deliverable types, stakeholders, and the responsible teams in one simple view<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>As a project manager, ya gave to know where your resources are being invested.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\/resource-allocation-t-176168678\">ClickUp\u2019s Resource Allocation Template<\/a> is a great tool for resource-leveling. That\u2019s because it gives you a clear vision of where your resources end up and what may need some shuffling around.<\/p>\n\n\n\n<p>This template is great for tracking all of your materials, manpower, budget, and hours within one space. Use the list view to get a birds-eye look into what\u2019s assigned to your team and how it fits into the project\u2019s schedule.<\/p>\n\n\n\n<div id=\"ub-button-3c6a8dac-769e-41ad-a173-963171177e26\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download This Template<\/span><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16-2-clickup-resource-planning-template\">2. ClickUp Resource Planning Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-46011\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/CleanShot-2022-12-05-at-12.41.58.png\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/CleanShot-2022-12-05-at-12.41.58.png 1364w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/CleanShot-2022-12-05-at-12.41.58-300x128.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/CleanShot-2022-12-05-at-12.41.58-768x327.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/CleanShot-2022-12-05-at-12.41.58-700x298.png 700w\" alt=\"Resource Planning Template by ClickUp\" width=\"1364\" height=\"581\">\n<figcaption class=\"wp-element-caption\">Distribute resources with ease using the Resource Planning Template by ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\/resource-planning-t-200533044\">ClickUp\u2019s Resource Planning Template<\/a> is a great tool for resource leveling and resource smoothing by using a Kanban view with drag-and-drop functions for reallocation.<\/p>\n\n\n\n<p>This template also helps to identify what resources are available, who has them, and when they are available.&nbsp;Ensure resources are distributed effectively and allow managers to identify and address potential resource constraints before they arise with this template.<\/p>\n\n\n\n<p>You can also <a href=\"https:\/\/clickup.com\/blog\/how-to-prioritize-your-work\/\">prioritize tasks<\/a> and make sure the right resources are in place when they\u2019re needed.<\/p>\n\n\n\n<div id=\"ub-button-5a57028e-601a-46bc-973b-67c0eb0d5799\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download This Template<\/span><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17-3-clickup-simple-gantt-chart-template\">3. ClickUp Simple Gantt Chart Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-48290\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Simple-Gantt-Chart-Template.png\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Simple-Gantt-Chart-Template.png 600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Simple-Gantt-Chart-Template-300x185.png 300w\" alt=\"ClickUp Simple Gantt Chart Template\" width=\"600\" height=\"369\">\n<figcaption class=\"wp-element-caption\">Use the drag-and-drop features in the ClickUp Simple Gantt Chart Template to reassign tasks and understand their dependencies<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/gantt-chart-examples\/\">Gantt charts are a visual representation<\/a> of project tasks, resources, and timelines. <a href=\"https:\/\/clickup.com\/blog\/gantt-chart-project-templates\/\">Gantt chart templates<\/a> help project managers identify where resources should be allocated, monitor progress, and identify potential bottlenecks.<\/p>\n\n\n\n<p>And with <a href=\"https:\/\/clickup.com\/templates\/simple-gantt-t-180546792\">ClickUp\u2019s Simple Gantt Chart Template<\/a>, you can optimize the use of resources and ensure that tasks are completed on time and within budget through a visual timeline. With this template you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Visualize the progress of your teams\u2019 tasks in <a href=\"https:\/\/clickup.com\/features\/gantt-chart-view\">ClickUp\u2019s Gantt View<\/a> and know who is working on what at a glance<\/li>\n\n\n\n<li>Breakdown and learn how tasks are connected to the overall goals and the dependencies to complete the project<\/li>\n<\/ul>\n\n\n\n<div id=\"ub-button-9c8e37c7-222e-48b1-a903-2d27eb1f2ec6\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download This Template<\/span><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18-4-clickup-project-resource-matrix-template\">4. ClickUp Project Resource Matrix Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-45715\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Project-Resource-Matrix-Template.png\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Project-Resource-Matrix-Template.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Project-Resource-Matrix-Template-300x138.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Project-Resource-Matrix-Template-768x353.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Project-Resource-Matrix-Template-700x321.png 700w\" alt=\"ClickUp Project Resource Matrix Template\" width=\"1000\" height=\"459\">\n<figcaption class=\"wp-element-caption\">Get a view into the status of your resources to know the stage, department, type, budget, due date, and more<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>What\u2019s your expected total cost of resources? <a href=\"https:\/\/clickup.com\/templates\/project-resource-matrix-t-234124149\">ClickUp\u2019s Project Resource Matrix Template<\/a> is a great tool for finding that out.<\/p>\n\n\n\n<p>It also helps to ensure that resources are distributed efficiently, allowing project teams to focus on the tasks that need to be completed on time and within the <a href=\"https:\/\/clickup.com\/blog\/budget-proposal-templates\/\">proposed budget.<\/a> The template comes complete with five statuses, six custom fields, and seven view types.<\/p>\n\n\n\n<div id=\"ub-button-aa3a186e-26ec-41a5-999d-70c7454413b7\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download This Template<\/span><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"19-5-clickup-employee-workload-template\">5. ClickUp Employee Workload Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-46294\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Employee-Workload-Template-by-ClickUp.png\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Employee-Workload-Template-by-ClickUp.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Employee-Workload-Template-by-ClickUp-300x83.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Employee-Workload-Template-by-ClickUp-768x214.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Employee-Workload-Template-by-ClickUp-700x195.png 700w\" alt=\"Managing workload and capacity in Workload view\" width=\"1000\" height=\"278\">\n<figcaption class=\"wp-element-caption\">Visualize how much work is assigned to individual contributors as well as each of your teams with the Workload view in ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>For a more detailed and visual breakdown of each of your team member\u2019s workload, the <a href=\"https:\/\/clickup.com\/templates\/employee-workload-template-t-216058901\">ClickUp Employee Workload Template<\/a> is essential. This template can also look at the overall team workload, which is ideal for leads managing pods or multiple teams.<\/p>\n\n\n\n<p>Use this template to know who can take on more work or new projects. Visually see how much work is currently assigned to each individual or the team as a whole. And whether you need to use time estimates, task volume, sprint points, or custom fields to monitor workloads, this template can do it all.<\/p>\n\n\n\n<div id=\"ub-button-8e305997-0748-428c-a502-d36292901cb1\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download This Template<\/span><\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"20-start-your-resource-leveling-process-with-clickup\">Start Your Resource Leveling Process With ClickUp<\/h2>\n\n\n\n<p>Resource leveling doesn\u2019t have to be a dreadful task on its own. You simply need the right tool to track, measure, benchmark, and organize your work in a visual dashboard.<\/p>\n\n\n\n<p>Luckily, you can organize your end-to-end resource leveling process with ClickUp\u2019s customizable project management tools. ClickUp is the world\u2019s <a href=\"https:\/\/clickup.com\/reviews\">leading project management software<\/a>.<\/p>\n\n\n\n<p>Whether you need help with resource assignments, project scheduling, automatic leveling, or resource-constrained scheduling\u2014ClickUp has you covered! And unlike other <a href=\"https:\/\/clickup.com\/blog\/best-project-management-tools\/\">project management tools<\/a>, ClickUp adapts to your team\u2019s resource-leveling needs\u2014not the other way around.<\/p>\n\n\n\n<p>It\u2019s highly flexible so you aren\u2019t boxed into predetermined fields and constrained dashboards.&nbsp;Use one of ClickUp\u2019s free templates to implement your own resource-leveling strategy!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you taking on more work because of your limited resources? Or are you finding that you constantly run into resource conflicts from over-assigning tasks to your team? Managing your available resources is not only challenging, but it\u2019s also a crucial part of the job for any team leader. When done right, the project management [&hellip;]<\/p>\n","protected":false},"author":73,"featured_media":9588,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[760,766,759,57,312,757],"tags":[],"class_list":["post-9560","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-goals","category-manage","category-planning","category-productivity","category-project-management","category-time-management"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/06\/resource-levelling.png","author_info":{"display_name":"Vivian Tejeda","author_link":"https:\/\/clickup.com\/blog\/author\/vivian-tejeda\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Resource Leveling: How to Deliver Projects on Time &amp; Budget<\/title>\n<meta name=\"description\" content=\"Resource leveling is more than tracking workloads. 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