Resource Planning Report

The "Resource Planning" report shows all assignments of resources to Gantt tasks, projects and tickets and aggregates this information by project, department, week and month.

 

Filters & Options

  • Date Scale:
    Determines the top dimension: Year+Month, Year+Week, Year+Month+Day or Year+Week+Day.
  • Start Date and End Date:
    Determine the reporting period, set by default to the current month.
  • Department:
    Allows to limit the report to specific [departments ].
    Unprivileged users are only allowed to see the users in their department and below.
  • Project Status and Project Type:
    Allow to restrict the main-projects to be included in the report. By default, all projects are shown, except for the ones in status 'deleted'. This may include programs, ticket trackers and similar project types which may not be interested in.
  • Count Absences?:
    Should the report take into account absences? Including absences will slow down the report but provide more exact results. However, there may also be issues if absences are used to represent "productive" absences including travel time etc.

 

Internal Structure

This report is performance critical because of:

  • The large amount of data to be included in a large organization
  • The option to collapse departments, users, projects and tasks is currently implemented using server round-trips.

For this reason, the report is heavily optimized.

Hash Arrays 

Basically, all information about the business objects are pulled out of the database in a single SQL statement each and stored in a number of hash arrays for fast access. Hash arrays include:

  • absences_hash(julian-uid) -> list of absence_type_id:
    The list of all absences per day and user.
  • assignment_hash(project_id-user_id) -> percentage
  • cc_parent_hash(cost_center_id) -> parent cost_center_id
  • collapse_hash(oid) -> "c" or "o":
    Determines if the object has been "collapsed" or is "open"
  • day_of_week_hash(julian) -> day_of_week (0..6):
    Contains the day_of_week for all days in the reporting period.
  • gif_hash(object_type) -> GIF HTML:
    Holds HTML code to produce GIFs for each object type and a number of keywords (minus_9 plus_9 magnifier_zoom_in magnifier_zoom_out).
  • main_project_hash(project_id) -> project_id:
    The list of main projects (with parent_id=NULL)
  • project_end_julian_hash(project_id) -> end julian
  • project_level_hash(project_id) -> level
  • project_parent_hash(project_id) -> parent project_id
  • project_user_assignment_hash(project_id-uid) -> percentage:
    Contains each individual assignment per task. This basic information needs to be aggregated up the project and department hierarchies.
  • project_start_julian_hash(project_id) -> start julian
  • object_availability_hash(oid) -> percentage:
    The availability of an object. This is the im_employees.available_percent for users, or for departments the sum of availabilities of all users
  • object_has_children_hash(oid) -> boolean
  • object_name_hash(oid) -> object_name
  • object_parent_hash(oid) -> parent oid:
    Includes object-parent pairs for tasks and super tasks and cost centers and super cost centers. It also contains cost centers as the parent for a user. However, it does not contain any connection between projects and users, because one project may have "multiple parents" (users).
  • object_type_hash(oid) -> object_type
  • url_hash(object_type) -> url:
    The base URL for each object type referenced in the report.
  • user_hash(user_id) -> user_id:
    The list of all users that are assigned to any project.
  • start_of_week_julian_hash(julian) -> start_of_week julian
  • user_department_hash(uid) -> cost_center_id
  • weekend_hash(julian) -> absence_type_id

 

Dimensions and Aggregates

  • assignment_hash(julian-project_id-user_id) -> aggregated percentage:
    Includes absences as 100% assignments on top of project assignments.
  • left_dimension:
    A list of lists with the object_ids of parents for every user and cost center referenced.
  • left_dimension_hash(project_id-user_id) -> left dimension:
    asdf
  • left_dimension_hash(user_id) -> left dimension:
    The left dimension for a specific user

 

Todo

  • Prio #3: unify the left_dimension_hash to include the left dimension for all objects.
  • Prio #4: Add an option to determine per absence_type_id whether an absence should be included or not.
    Currently weekends and bank holidays are excluded hard-coded, but no other absences.
  • Prio #5: Extend the current fake "freelance department" with fake departments for employees without departments?
  • Prio #6: Unify two calls to im_date_julian_to_components for the time axis

 

 

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