Suppose two of your senior engineers are double-booked across three active jobs, and the project schedule is already slipping. What do you do: push the deadline, or find a way to redistribute the work without touching it?
You have two resource planning options: either resource levelling or resource smoothing.
Levelling lets you rearrange your schedule if you can push the deadline, while resource smoothing redistributes work within fixed deadlines.
In the resource levelling vs resource smoothing comparison below, we’ll explain when and how you can employ both techniques, plus the planning mistakes that make both harder to execute.
Both are resource management techniques, but they operate under different project or time constraints and produce different outcomes.
Here’s how they compare:
| Dimension | Resource Levelling | Resource Smoothing |
| Definition | Reschedules tasks to resolve overallocation | Shifts tasks within float to even out workload |
| Timeline impact | End date may move | End date stays fixed |
| Resource optimisation | Brings resource utilisation to a sustainable level | Balances peaks without changing total capacity |
| Critical path affected? | Yes, may lengthen it | No |
| Task float required? | No | Yes, smoothing depends on total float |
| Typical trigger | Overallocation or staff shortage | Uneven workload peaks with a fixed deadline |
| When to use | When the deadline is flexible, and resources are the constraint | When the deadline is fixed, and float exists on non-critical tasks |
Resource smoothing and resource levelling techniques solve poorly distributed workloads that create delivery risk. Yet, in some cases, you end up utilising both on complex projects.
Here’s where they overlap:
| Overlap | Resource Levelling | Resource Smoothing |
| Prevents team burnout | Removes overallocation by rescheduling tasks away from overburdened team members | Evens out workload spikes so no one carries a heavier load in any given week |
| Improves forecast accuracy | Forces a realistic look at what the schedule can absorb, given actual capacity | Exposes how much float actually exists before workload peaks cause problems |
| Depends on the same baseline data | Requires accurate capacity figures and resource availability per person | Requires accurate task estimates and float calculations per activity |
| Often used in sequence | Typically applied first to resolve fundamental overallocation | Typically applied second to fine-tune the adjusted schedule |
According to The Business Drive, overallocated resources are 73% more likely to make mistakes, yet most teams only act after delivery has slipped.
Levelling starts with such a resource conflict: someone is assigned more hours than they have available. The fix is typically to reschedule tasks until no one is overallocated.
In practice, this means delaying some tasks (pushing their start dates), rearranging sequences where dependencies allow, or redistributing work to less-loaded team members. This may result in project delays as you fix resource limits.
Levelling is the right call when the alternative is a team member cutting corners, missing deliverables, or burning out.
Instead of moving the deadline, resource smoothing uses float (or slack) built into non-critical tasks and redistributes when the work happens. As a result, you spread peaks out and fill quiet periods with work.
Smoothing only works if float exists. If your project schedules are already at maximum compression and every task is critical path, there's no room to redistribute. Levelling (with timeline adjustment) will be the only viable option.
Here's the scenario most project managers can relate to: your plan looked clean at project kickoff. But by week three, two people are maxed out, someone's just taken annual leave, and a scope change has landed.
Resource smoothing and levelling are corrective techniques you can use, but how hard they are to apply depends entirely on how well you planned before the project started.
Avoid these resource scheduling mistakes that consistently make both harder to implement.
Many teams want to book every hour available, but that isn’t efficient.
A fully allocated team has no buffer for unplanned work, client changes, or tasks that simply could take longer than estimated.
Plan to use 75 to 85% of available team capacity instead. Without that headroom, levelling may become reactive rather than planned, and smoothing will be impossible with no slack left to redistribute.
If you assign resources one project at a time, you will miss conflicts that only appear when you look across all active work. A person at 60% on one project may already be committed elsewhere. Without a portfolio-wide view of capacity, overallocation is invisible until it hits delivery.
Before applying levelling or smoothing, span your resource picture across every active and upcoming project.
Many firms still rely on spreadsheets or Excel for resource planning, which creates a structural ceiling on what levelling and smoothing can achieve.
The problem is that manual capacity tracking is always slightly out of date, doesn't update when bookings change on other projects, and gives no visibility into utilisation trends over time.
However, smoothing requires knowing exactly how much float each non-critical task holds, and levelling requires knowing true availability per person. Neither is reliably possible when your capacity data is manually maintained and always slightly out of date.
You cannot apply resource smoothing without knowing which tasks have float and which don't. If you haven't mapped your critical path before the project starts, you risk moving tasks that cannot actually shift without delaying the end date.
So, map task dependencies and float calculations before resources are assigned, not after conflicts appear.
Most overallocation is visible in the data weeks before it shows up in missed deadlines.
For instance, a utilisation report showing someone at 115% for the next six weeks is already a problem. But many teams only act when the person starts missing deadlines or flags that they can't cope.
Teams that review utilisation forecasts regularly and adjust three to eight weeks ahead can apply resource smoothing or levelling to plan better.
Both techniques only work when your capacity data is accurate and up to date.
That's exactly what Milient Resource Flow gives you: real-time utilisation visibility across your entire project portfolio, so you can apply the right technique at the right time.
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