Resource planning with user allocations

This application is an Additional Feature . The corresponding config set can be found here .

Application

Plan for Editor-Phase Assignments

As an alternative to normal resource planning, it is also possible to plan for the assignment of users to the phases (so-called Editor Phase Links ).

In the System Settings under Resource planning, this additional feature creates the property Resource planning type with conversion from Standard on Bearbeiter-Phasen-Zuordnung.

Resource planning is then based on the assignment of users to phases:

• The assignment of users to phases has new attributes StartDatum and EndDatum.
• The calculated (derived) attributes StartDatum and EndDatum on project phases take into account the data of all operator assignments, analogous to the activity assignments.
• The StartDatum and EndDatum on the phase can be overwritten by individual information on the editor-phase link. However, it is mandatory to specify a start and end date.

An effort budget is set on the assignment of a user to a phase. In this example, Lars Sorenson is scheduled for the concept phase from 01.11.2022 – 22.03.2023 for 120 hours, Judith Feller for 100 hours in the individual time period from 09.01. – 10.02.2023.

In the Resource Planning view, you can see the distribution on the phase:

The following rules apply:

• Planning is always carried out in the operator-phase assignments. No plan data can be entered in the Time and pivot tables of the resource planning. In this case, these are read-only.
• The workload of an employee assigned per worker-phase assignment is calculated from the budget of the worker-phase assignment. The time distribution of the workload results from a distribution over the duration of the worker-phase assignment (start-end date).
• The Utilization Graphs display numbers from worker assignments to phases if the Utilization Dimensions are correctly configured for worker phase assignments.
• The distribution to the individual planning intervals (day, week, month) is calculated via resource time. For each interval, the resource time is calculated and thus the percentage of the interval in the total phase run time is determined.
• User phase assignments without budget are included in the invoice with 0 minutes. Phase budgets are not distributed to users.
• Processor phase assignments without start and end dates are not considered.
• For the display of planned values from worker-phase assignments in the resource planning views, the objects that are relevant for the displayed period on the basis of their start and end data are taken into account.
• No Planning Editor can be assigned. The scheduling is carried out exclusively on project users.

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• The modules budget & phases and resource planning must be licensed.

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: