]po[ Resource Management & Portfolio Planner

This package provides project managers and PMOs/project directors with the tools necessary to plan both individual projects and portfolios of projects. It provides one report for "manual resource leveling" that shows the assignment of resources across all projects in the company. It also includes information about personal and bank holidays. Direct links to user and projects allow to quickly correct over allocations.

In addition to that the ]po[ team currently works on a Portfolio Planner. The code is not publicly available yet (2015-11-19). Please contact  us if you want to participate in the development or provide additional funding to get this feature production ready ahead of the planned release date.

You can preview the Portfolio Planner on our demo server 

There's also a first video available on our YouTube channel:

References:

Related packages:

• [TaskJuggler Support] for future automatic resource leveling.

Tutorials:

• Resource and Capacity Management
  

Processes:

• Resource Management Process Resource Management Process

Package Documentation

Procedure Files

lib/employee-assignment-pie-chart.adp
lib/employee-assignment-pie-chart.tcl
tcl/intranet-resource-management-procs-hour.tcl		Hourly report about resource management.
tcl/intranet-resource-management-procs-percentage.tcl		Resource management report by percentage.
tcl/intranet-resource-management-procs.tcl		Report on and modify resource assignments to tasks of various types.

Procedures

im_absence_working_days_weekend_only
im_date_components_to_julian		Takes an entry from top_vars/top_entry and tries to figure out the julian date from this
im_date_julian_to_components		Takes a Julian data and returns an array of its components: Year, MonthOfYear, DayOfMonth, WeekOfYear, Quarter
im_date_julian_to_components_helper		Takes a Julian data and returns an array of its components: Year, MonthOfYear, DayOfMonth, WeekOfYear, Quarter
im_date_julian_to_week_julian		Takes a Julian data and returns the julian date of the week's day "1" (=Monday)
im_resource_management_collapse_left_dimension		Expects a list-of-lists composed of integer values representing cost centers, users, projects and tasks.
im_resource_management_cost_centers		Returns a Hash with the list of all cost_centers in the system with name and the "perpetually" available users (member of the cost_center).
im_resource_management_smoothen_left_dimension		Expects a list-of-lists composed of integer values representing cost centers, users, projects and tasks.
im_resource_management_sort_left_dimension		Expects a list-of-lists composed of integer values representing cost centers, users, projects and tasks.
im_resource_management_subtotals_left_dimension		Adds a subtotal line at the end of every department or user
im_resource_management_top_entry_is_weekend_p		Returns true if the top entry refers to a weekend.
im_resource_management_top_scale_from_julian		Calculate the date component for the julian date, depending on top_vars
im_resource_management_user_absences		Returns a Hash with the list of all absences in the interval.
im_resource_mgmt_employee_assignment_pie_chart		Returns a HTML component with a pie chart of user assignments
im_resource_mgmt_get_bar_color_hour		Returns a color code considering package parameter etc.
im_resource_mgmt_resource_planning_add_member_component		Component that returns a formatted HTML table.
im_resource_mgmt_resource_planning_cell_hour		Takes a percentage value and returns a formatted HTML ready to be displayed as part of a cell.
im_resource_mgmt_resource_planning_hour		Creates Resource Report
im_resource_mgmt_resource_planning_percentage		Creates Resource Report
im_resource_mgmt_resource_planning_percentage_absences		Extract absences into a hash

SQL Files

sql/postgresql/intranet-resource-management-create.sql
sql/postgresql/intranet-resource-management-drop.sql
sql/postgresql/upgrade/upgrade-5.0.1.0.0-5.0.1.0.1.sql
sql/postgresql/upgrade/upgrade-5.0.2.4.2-5.0.2.4.3.sql

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