PM Detailed Resource Planning

Content

Introduction

Resource Planning is supported by the following report:
http://[YOUR_SERVER]/intranet-resource-management/resources-planning-planned-hours

]project-open[ Resource Management


Absences

Absences are represented by colored bars in the user row. 

Example:
On 2nd of March the user participates in a Training (yellow bar). She is also a member of a task
starting 2nd of March and ending 4th of March. This leads to a over-assignment on 2nd march
which can be compensated on 3rd and/or 4th of March.   



Tasks <= 1 day  

As you would expect: All hours assigned to a task with the same start and end date will be distributed over
the number task members considering the percentage as provided

Tasks > 1 day  

In case of tasks with a duration > 1 day all planned units

Tasks including a weekend

Effort will be equally distributed over the business days. For Saturday and Sundays no assignments will be made. 

Example:
The following task period includes Saturday and Sunday. 

TS Task

Since there only one member assigned to this tasks, this results in an over-assignment of 100% for user Barbara Breimann on 13th of January.    


Resource Planning Weekend

Tasks with multiple members

Total 'work' of a task is distributed equally over all task members.

Please note: 
Percentages as provided in portlet "Task Member" are used to track overall availability for this task.

They do not represent the distribution of workload. 


Task Members

Grouping

Users are grouped by departments. Users with no department assigned (http://[YOUR_SERVER]/intranet/users/view?user_id=[USER_ID]) are automatically assigned to the department "The company".
A package parameter for package "intranet-resource-management" allows changing this setting.

intranet_resource_management_resource_planning_department.png 

Totals

Accumulated values in the "Totals" row are used for resource planning for groups of employees, such as for example departments.   

 

Distribution of hours using "Skill Profile" to employees with 100% availability

 
No assignment yet.
 

User Abt. DOC:
2012-10-17 : 8h
2012-10-18 : 8h

User Chris Taller:
2012-10-17 : 0h
2012-10-18 : 0h

User David Zuck:
2012-10-17 : 0h
2012-10-18 : 0h

 
 Partly assigned
 

User Abt. DOC:
2012-10-17 : 0h
2012-10-18 : 0h

User Chris Taller:
2012-10-17 : 4h
2012-10-18 : 4h

User David Zuck:
2012-10-17 : 0h
2012-10-18 : 0h

 
 Full assigned
 

User Abt. DOC:
2012-10-17 : 0h
2012-10-18 : 0h

User Chris Taller:
2012-10-17 : 4h
2012-10-18 : 4h

User David Zuck:
2012-10-17 : 4h
2012-10-18 : 4h

 
 Not assigned yet, ....
 

User Abt. DOC:
2012-10-17 : 8h
2012-10-18 : 8h

User Chris Taller:
2012-10-17 : 0h
2012-10-18 : 0h

User David Zuck:
2012-10-17 : 0h
2012-10-18 : 0h



Partly assigned, ....

User Abt. DOC:
2012-10-17 : 0h
2012-10-18 : 0h

User Chris Taller (50% -> 35,71% = 5,71h):
2012-10-17 : 2,86h
2012-10-18 : 2,86h

User David Zuck (50% -> 35,71% = 5,71h):
2012-10-17 : 2,86h 
2012-10-18 : 2,86h
 



Full assigned

User Abt. DOC:
2012-10-17 : 0h
2012-10-18 : 0h

User Chris Taller (100% = 71,43% = 11,43) :
2012-10-17 : 5,72h
2012-10-18 : 5,72h

User David Zuck (40% = 28,57% = 4,57) :
2012-10-17 : 2,29h
2012-10-18 : 2,29h




?? Overassigned ??
Should produce error hint

User Abt. DOC:
2012-10-17 : 0h
2012-10-18 : 0h

User Chris Taller (100% = 71,43% = 11,43) :
2012-10-17 : 5,72h
2012-10-18 : 5,72h

User David Zuck (50% = 35,71% = 5,71) :
2012-10-17 : 2,86h
2012-10-18 : 2,86h

Total: 17,16h 





 
No assignments at all, should produce error hint  
 

User Abt. DOC:
2012-10-17 : 0h
2012-10-18 : 0h

User Chris Taller:
2012-10-17 : 0h
2012-10-18 : 0h

User David Zuck:
2012-10-17 : 0h
2012-10-18 : 0h
 
Should produce error hint  

User Abt. DOC:
2012-10-17 : 0h
2012-10-18 : 0h

User Chris Taller:
2012-10-17 : 4h
2012-10-18 : 4h

User David Zuck:
2012-10-17 : 0h
2012-10-18 : 0h

Distribution of hours using "Skill Profile" to employees with availability < 100%

 

Assumption:
Chris Taller's availability is 50%
 

User Abt. DOC:
2012-10-17 : 8h
2012-10-18 : 8h

User Chris Taller:
2012-10-17 : 8h
2012-10-18 : 8h


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