Plug-in: Sale Probabilities in Resource Planning

This plug-in provides utilization graphs taking into account sales probabilities

Product line

Standard

Expert

Operating mode

CLOUD ABO

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 01.02.2023

Updated: 04.05.2023 | Technical information added.

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article Things worth knowing about the plug-ins described.

Version	description	Download
6.6.0.1	Uses Resource Planning from version 6.6.0.1.	ConfigSet_ResourcePlanningSales.xml

Requirements

The Expert product line is a prerequisite for this plug-in.
The Resource Planning and Budget & Phase modules must be licensed.
The System settings Planning level must be phased.
This plug-in only works with standard Resource Planning, i.e. Plug-in: Resource Planning with worker assignments shall not be in use.

Application

This plug-in provides three Utilization graphs ready for phased Resource Planning:

Phases weighted
Offer/Sell
Offer/Sell Weighted

Weighted means that the probability is taken into account at the project phase.

With this plug-in, the Probability field is displayed on the project phase and the system setting Status for new project phases on Angebot provided.

We recommend the use together with the Plug-in: Root folder sale , which this Field Probability on the project phase and the associated workflow.

Utilization graphs

Phases weighted

This plot takes into account the probabilities specified on the phase (planned values are multiplied by the probability/100).

Offer/Sell

In this presentation, the phases of productive projects in Angebot and Verkauft structured and all internal projects as Intern summarized.

Under Angebot all phases appear with the Status Offer.
Under Verkauft all phases appear with the Status Accepted or completed.

Phases with the Status Rejected will not be taken into account.

Offer/Sell Weighted

In contrast to Offer/Sell, this plot takes into account the probabilities indicated on the phase (the planned values are multiplied by the probability/100).

Under Angebot all phases appear with the Status Offer.
Under Verkauft all phases appear with the Status Accepted or completed.

Phases with the Status Rejected will not be taken into account.

Technical information

Importing the plug-in creates the following objects:

Utilization dimensions	Usage dimensions in the Settings folder > Resource Scheduling folder: Offered/Sold Offered/Sold Weighted Phases weighted
Reports & Scripts	Script: module_resource_planning_sales
Class Settings	Class settings and page customizations for the class Project phase.
Translations	A total of 6 Translations created.