Resource capacity over various departments

[Ricardo]

Hi,

For our organisation, we would like to split the capacity of single
resources over various departments. Does somebody know how to do that?

We have managers for the departments who would like to know what
capacity is available at a certain moment. Example: The capacity of a
resource is assigned from 01-01-2008 until 30-06-2008 for 50% at
department-A and 50% at department-B. From 01-07-2008 the resouce is
100% assigned to department-A.

I did already create a custom field for the resources with a lookup
table with the departments, but with this custom field the resource
units are not coupled.

Ricardo

 

[Mark Everett | PMP]

Hi,

For our organisation, we would like to split the capacity of single
resources over various departments. Does somebody know how to do that?

We have managers for the departments who would like to know what
capacity is available at a certain moment. Example: The capacity of a
resource is assigned from 01-01-2008 until 30-06-2008 for 50% at
department-A and 50% at department-B. From 01-07-2008 the resouce is
100% assigned to department-A.

I did already create a custom field for the resources with a lookup
table with the departments, but with this custom field the resource
units are not coupled.

Ricardo

Good question Ricardo. I was thinking you could play around with the
Availability fields in the Resource Information Dialog box, but you
can't have overlapping dates.

As to the requirement - are you saying that they are reporting to a
specific department for a specific period of time or that they are
assigned to a project that is "owned" by a particular department for a
specific time period?

If they are assigned to projects run by departments and you have the
correct custom fields, you could do this as a Data Analysis report
(which might look pretty ugly) or as a SQL Reporting Services (SRS)
report.

If they are just assigned to a department for a specific period of
time you could make that a resource custom field, plus some date
custom fields, and use a simple Resource Center report for that, but
you would have to maintain the custom fields or maintain the AD groups
if you use AD synch.

Hope this helps,

Mark Everett, MCITP, PMP
www.catapultsystems.com

 

[Ricardo]

Good question Ricardo.  I was thinking you could play around with the
Availability fields in the Resource Information Dialog box, but you
can't have overlapping dates.

As to the requirement - are you saying that they are reporting to a
specific department for a specific period of time or that they are
assigned to a project that is "owned" by a particular department for a
specific time period?

If they are assigned to projects run by departments and you have the
correct custom fields, you could do this as a Data Analysis report
(which might look pretty ugly) or as a SQL Reporting Services (SRS)
report.

If they are just assigned to a department for a specific period of
time you could make that a resource custom field, plus some date
custom fields,  and use a simple Resource Center report for that, but
you would have to maintain the custom fields or maintain the AD groups
if you use AD synch.

Hope this helps,

Mark Everett, MCITP, PMPwww.catapultsystems.com- Tekst uit oorspronkelijk bericht niet weergeven -

- Tekst uit oorspronkelijk bericht weergeven -

Hi Mark,

Thanks for your reply.

Regarding your question, the resources are assigned to a project that
is owned by a particular department. But also we do an allocation for
a resource for a department, e.g. when a resource is allocated for 50%
to department-A and the currenlty assigned work is 20%, then there is
30% available for that resource for department-A. On the other hand
department-B which also has 50% of the resource, might have assigned
50% of the resource for its department. The total assignment of the
resource is then 70%, but we need to see that the remain 30% is only
available for department-A.

Adding date custom fields with from-to dates for a department need
than also to have a coupled units field, which Project should use for
reporting the available capacity per department. Is that somehow
possible?

Regards,
Ricardo

 

[Chak]

Hi Mark,

Thanks for your reply.

Regarding your question, the resources are assigned to a project that
is owned by a particular department. But also we do an allocation for
a resource for a department, e.g. when a resource is allocated for 50%
to department-A and the currenlty assigned work is 20%, then there is
30% available for that resource for department-A. On the other hand
department-B which also has 50% of the resource, might have assigned
50% of the resource for its department. The total assignment of the
resource is then 70%, but we need to see that the remain 30% is only
available for department-A.

Adding date custom fields with from-to dates for a department need
than also to have a coupled units field, which Project should use for
reporting the available capacity per department. Is that somehow
possible?

Regards,
Ricardo- Hide quoted text -

- Show quoted text -

Hi Ricardo,

You may not need the date fields, but if you want, you can use them.

The solution I am proposing here to view the resource availability by
resource and department, you need two enterprise custom fields

1) ResDept (Enterprise Resource field, will be used in enterprise
resource pool)

2) ProjDept (Enterprise task text field, will be used in each project
plan)


Here ResDept is the department name that resource belongs to. ProjDept
is the depart name that resource is currently working.


Example:

If you have a resource named Res1, enterprise resource pool looks like
below:

ResName, ResDept
Res1 DeptA


Scenario: Res1 is working on Project1 and Project2.

You need to use Enterprise task text field which was renamed as
ProjDept need to be added in all projects.
i.e. Project1 and Project2 will have additional custom column
"ProjDept" in task views (Gantt Chart, Task Usgae etc.)

Please remember, our interest is with work values. We are not looking
for Actual values. I mean, Resource Forecast always give the resource
allocation and availability

You need to use Enterprise task text field which was renamed as
ProjDept need to be added in all projects. i.e. Project1, and Project2
will have additional column ProjDept in task views (Gantt Chart, Task
Usgae etc.)

Project plans will have work values as follows (I am showing here Jan
07, Jan 14, Jan 21 as week start dates)

(You can view the Resource Usage and appropriate time scale to view
the work values for each resource)
*****************************************************
Project1:

ResName ProjDept Jan 07 Jan 14 Jan 21

Res1 DeptA 25 hrs 35 hrs 40 hrs

***********************************************************

Project2:

ResName ProjDept Jan 07 Jan 14 Jan 21

Res1 DeptB 8 hrs 0 hrs 0 hrs

*******************************************************************

Once your project plans will have these work values, you can use Data
Analysis view to get the following info in report. Otherwise by SRS
Report you can have the report in the following layout.




REPORT LAYOUT

Jan 07
Jan 14 Jan 21

ResName ResDept Work Availability Work
Availability Work Availability

Res1 DeptA 33 hrs 7 hrs 35hrs 5
hrs 40 hrs 0 hrs


I hope this helps.

Thanks
Chak
http://www.epmcentral.com

 

[Chak]

Hi Mark,

Thanks for your reply.

Regarding your question, the resources are assigned to a project that
is owned by a particular department. But also we do an allocation for
a resource for a department, e.g. when a resource is allocated for 50%
to department-A and the currenlty assigned work is 20%, then there is
30% available for that resource for department-A. On the other hand
department-B which also has 50% of the resource, might have assigned
50% of the resource for its department. The total assignment of the
resource is then 70%, but we need to see that the remain 30% is only
available for department-A.

Adding date custom fields with from-to dates for a department need
than also to have a coupled units field, which Project should use for
reporting the available capacity per department. Is that somehow
possible?

Regards,
Ricardo- Hide quoted text -

- Show quoted text -

Hi Ricardo,

You may not need the date fields, but if you want, you can use them.

The solution I am proposing here to view the resource availability by
resource and department, you need two enterprise custom fields

1) ResDept (Enterprise Resource field, will be used in
enterprise resource pool)

2) ProjDept (Enterprise task text field, will be used in
each project plan)


Here ResDept is the department name that resource belongs to.
ProjDept is the depart name that resource is currently working.


Example:

If you have a resource named Res1, enterprise resource pool looks
like below:


ResName ResDept
Res1 DeptA


Scenario: Res1 is working on Project1 and Project2.

You need to use Enterprise task text field which was renamed as
ProjDept need to be added in all projects.

i.e. Project1 and Project2 will have additional custom column
"ProjDept" in task views (Gantt Chart, Task Usgae etc.)


Please remember, our interest is with work values. We are not looking
for Actual values. I mean, resource forecast always give the resource
allocation and availability


Project plans will have work values as follows (I am showing here Jan
07, Jan 14, Jan 21 as week start dates)

(You can view the following allocation format by using Resource Usage
in project plan)

*****************************************************
Project1:


ResName ProjDept Jan 07 Jan 14 Jan 21


Res1 DeptA 25 hrs 35 hrs 40 hrs


***********************************************************


Project2 :


ResName ProjDept Jan 07 Jan 14 Jan 21


Res1 DeptB 8 hrs 0 hrs 0 hrs


*******************************************************************


Once your project plans will have these work values, you can use Data
Analysis view to get the following info in report. Otherwis with SRS
Report you can have the report in the following layout.


REPORT LAYOUT

Jan
07 Jan 14 Jan 21
ResName ResDept Work Availability Work
Availability Work Availability
Res1 DeptA 33 hrs 7 hrs
35hrs 5 hrs 40 hrs 0 hrs


I hope this helps.


Thanks
Chak
http://www.epmcentral.com

 

[Chak]

Hi Mark,

Thanks for your reply.

Regarding your question, the resources are assigned to a project that
is owned by a particular department. But also we do an allocation for
a resource for a department, e.g. when a resource is allocated for 50%
to department-A and the currenlty assigned work is 20%, then there is
30% available for that resource for department-A. On the other hand
department-B which also has 50% of the resource, might have assigned
50% of the resource for its department. The total assignment of the
resource is then 70%, but we need to see that the remain 30% is only
available for department-A.

Adding date custom fields with from-to dates for a department need
than also to have a coupled units field, which Project should use for
reporting the available capacity per department. Is that somehow
possible?

Regards,
Ricardo- Hide quoted text -

- Show quoted text -

Hi Ricardo,
You may not need the date fields, but if you want, you can use them.
The solution I am proposing here to view the resource availability by
resource and department, you need two enterprise custom fields

1) ResDept (Enterprise Resource field, will be used in
enterprise resource pool)
2) ProjDept (Enterprise task text field, will be used in
each project plan)

Here ResDept is the department name that resource belongs to.
ProjDept is the depart name that resource is currently working.


Example:
If you have a resource named Res1, enterprise resource pool looks
like below:

ResName ResDept
Res1 DeptA

Scenario: Res1 is working on Project1 and Project2. You need to use
Enterprise task text field which was renamed as
ProjDept need to be added in all projects.

i.e. Project1 and Project2 will have additional custom column
"ProjDept" in task views (Gantt Chart, Task Usgae etc.)

Please remember, our interest is with work values. We are not
looking for Actual values. I mean, resource forecast always give the
resource allocation and availability Project plans will have work
values as follows (I am showing here Jan
07, Jan 14, Jan 21 as week start dates)


(You can view the following allocation format by using Resource Usage
in project plan)
*****************************************************
Project1:
ResName ProjDept Jan 07 Jan 14 Jan 21
Res1 DeptA 25 hrs 35 hrs 40 hrs
***********************************************************
Project2 :
ResName ProjDept Jan 07 Jan 14 Jan 21
Res1 DeptB 8 hrs 0 hrs 0 hrs
*******************************************************************
Once your project plans will have these work values, you can use Data
Analysis view to get the following info in report. Otherwis with SRS
Report you can have the report in the following layout.


REPORT LAYOUT
Jan
07 Jan 14 Jan
21
ResName ResDept Work Availability Work
Availability Work Availability
Res1 DeptA 33 hrs 7 hrs
35hrs 5 hrs 40 hrs 0 hrs


I hope this helps.


Thanks
Chak
http://www.epmcentral.com

 

[Chak]

Hi Mark,

Thanks for your reply.

Regarding your question, the resources are assigned to a project that
is owned by a particular department. But also we do an allocation for
a resource for a department, e.g. when a resource is allocated for 50%
to department-A and the currenlty assigned work is 20%, then there is
30% available for that resource for department-A. On the other hand
department-B which also has 50% of the resource, might have assigned
50% of the resource for its department. The total assignment of the
resource is then 70%, but we need to see that the remain 30% is only
available for department-A.

Adding date custom fields with from-to dates for a department need
than also to have a coupled units field, which Project should use for
reporting the available capacity per department. Is that somehow
possible?

Regards,
Ricardo- Hide quoted text -

- Show quoted text -

Hi Ricardo,
You may not need the date fields, but if you want, you can use them.
The solution I am proposing here to view the resource availability by
resource and department, you need two enterprise custom fields

1) ResDept (Enterprise Resource field, will be used in
enterprise resource pool)
2) ProjDept (Enterprise task text field, will be used
in each project plan)

Here ResDept is the department name that resource belongs to.
ProjDept is the depart name that resource is currently working.


Example:
If you have a resource named Res1, enterprise resource pool looks
like below:

ResName ResDept
Res1 DeptA

Scenario: Res1 is working on Project1 and Project2.

You need to use Enterprise task text field which was renamed as
ProjDept need to be added in all projects.
i.e. Project1 and Project2 will have additional custom column
"ProjDept" in task views (Gantt Chart, Task Usgae etc.)


Please remember, our interest is with work values. We are not looking
for Actual values. I mean, resource forecast always give the resource
allocation and availability Project plans will have work values as
follows (I am showing here Jan
07, Jan 14, Jan 21 as week start dates)

(You can view the following allocation format by using Resource Usage
in project plan)
*****************************************************
Project1:
ResName ProjDept Jan 07 Jan 14 Jan 21
Res1 DeptA 25 hrs 35 hrs 40 hrs
***********************************************************
Project2 :
ResName ProjDept Jan 07 Jan 14 Jan 21
Res1 DeptB 8 hrs 0 hrs 0 hrs
*******************************************************************
Once your project plans will have these work values, you can use Data
Analysis view to get the following info in report. Otherwis with SRS
Report you can have the report in the following layout.


REPORT LAYOUT
Jan 07 Jan
14 Jan 21
ResName ResDept Work Availability Work Availability
Work Availability
Res1 DeptA 33 hrs 7 hrs 35hrs 5
hrs 40 hrs 0 hrs


I hope this helps.

Thanks
Chak
http://www.epmcentral.com