question Calculation/Logic in Resource Availability report? in SPM forum

Calculation/Logic in Resource Availability report?

Dhiren Aghera — Wed, 01 Apr 2020 16:07:41 GMT

I am exploring the Resource Management module in my personal instance for providing a solution to my organisation. I am struggling to understand the Resource availability report within Resource management. I have two dummy resource created with the same properties, however, when I run the Resource availability report it shows different weekly hours. Can someone please help me understand what I am missing to understand here and how are the hours calculated.

Screenshot 1 - Project Manager 1 USI

Screenshot 2 - Project Manager 2 USI

Re: Calculation/Logic in Resource Availability report?

Dhiren Aghera — Mon, 06 Apr 2020 08:08:44 GMT

Any help on the above query will be really appreciated. I am stuck to proceed without getting clarification on the query. Let me know if you need any additional information.

Re: Calculation/Logic in Resource Availability report?

abhinaykumar — Thu, 09 Apr 2020 16:55:31 GMT

Hi @Dhiren Aghera

Can you check schedule attached to users in schedule field of user and in user_has_schedule table.

Based on availability hours it is evident that projectManager1 has 9hours per day schedule and projectManager2 has 8hours per day schedule.

If same schedule is attached to both users then click on hours for projectManager2, you can see list of allocation daily records which reduced projectManager2 availability.

Thanks,

Abhinay kumar nandagiri.

Re: Calculation/Logic in Resource Availability report?

Dhiren Aghera — Fri, 10 Apr 2020 05:42:03 GMT

Hi Abhinay,

As suggested I checked and there is no schedule attached to the users

I don't see any allocations for these users as well.

Please help in why both the users have different availability. Not able to figure it out.

Re: Calculation/Logic in Resource Availability report?

abhinaykumar — Mon, 13 Apr 2020 08:21:35 GMT

Hi @Dhiren Aghera

Have you checked user_has_schedule table entries for these 2users?

If there are no entries in above table then OOTB 'Resource Management Schedule' will be applied for every user(8hours per day). This will be derived from 'com.snc.resource_management.default_schedule' property.

Ideally when aggregates are generated for new user then considering this schedule(40hours per week will be generated).

So, In your instance there is a change in schedule for Project Manager 1 USI before generating aggregates Or change in hours in default schedule.

Find default schedule and figure out the scheduled hours per day by checking schedule entries in 'cmn_schedule' table of that record.

Then click on 'Update Resource Capacity' link available in user record in Resource Manager View for both users. It will update the aggregates and makes in sync with schedule.

If my answer was able to solve your query please mark it as Helpful & Correct.

Thanks,

abhinay kumar nandagiri.

Re: Calculation/Logic in Resource Availability report?

Dhiren Aghera — Mon, 13 Apr 2020 12:37:20 GMT

Thanks, Abhinay for digging in. This was helpful. Still, somehow I feel that the availability report is not showing it to me correctly.

If you look at PM1 weekly hours then it is showing 40Hrs. But FTE shown is 0.89 & person-days is shown as 4.44. If you look at availability hours then it should show FTE as 1 and person-days as 5 isn't. Not able to understand what am I missing here. See screenshots below.

Re: Calculation/Logic in Resource Availability report?

abhinaykumar — Mon, 13 Apr 2020 13:26:12 GMT

Hi @Dhiren Aghera

Conversion of hours to fte/mandays is dependent on average daily fte value. As per the fte and mandays values you shared, it is 9.

Average daily value for user is derived from 'average_daily_fte' field at user record, if it is blank check in 'com.snc.resource_management.average_daily_fte' property.

It is advisable that average daily fte value should be in sync with schedule hours per day. Changing it to scheduled hours will result in correct fte and man days.

I hope this will fix your issues.

Thanks,

Abhinay kumar nandagiri.

Re: Calculation/Logic in Resource Availability report?

Dhiren Aghera — Tue, 14 Apr 2020 05:58:27 GMT

This helps Abhinay.

Also I have a parent group within that I have two groups. I am able to see resource reports for the child groups individually, however for the Parent group I am not able to see the reports? Is this an expected behaviour? How do I look at overall team capacity & allocation?

Re: Calculation/Logic in Resource Availability report?

abhinaykumar — Tue, 14 Apr 2020 15:55:47 GMT

Hi @Dhiren Aghera

Currently we don't a way to look at all the child groups with parent group in resource reports.

It will show data for only users who belong to particular selected group.

Thanks,

Abhinay kumar nandagiri.

Re: Calculation/Logic in Resource Availability report?

Dhiren Aghera — Wed, 15 Apr 2020 06:26:18 GMT

Hi Abhinay,

This is my use case -

Child Group 1 - Onshore team - 5 members

Child Group 2- Offshore team - 4 members

Parent Group - Child Group 1 + Child Group 2

So with this, I am able to generate reports for resource availability for child groups.

But if I want to look at overall team resource availability, how do I have that view?

Any probable solution to achieve this?

Re: Calculation/Logic in Resource Availability report?

abhinaykumar — Wed, 15 Apr 2020 08:36:40 GMT

Hi @Dhiren Aghera

We can view only availability of child groups(users of selected particular group)

In resource reports we don't have a way to select parent group and look at availability of all users in child group.

But there is another module 'Reports - New'(below resource reports), there we have platform reports.

You can select 'Resource - Group Member Allocation Details - Monthly (Hrs)' or 'Resource - Group Member Allocation Details - Weekly (Hrs)' and in filter criteria apply all the child groups that you want to look availability data.

I hope it will suffice your requirement.

Thanks,

Abhinay kumar nandagiri.

Re: Calculation/Logic in Resource Availability report?

Dhiren Aghera — Wed, 15 Apr 2020 10:57:18 GMT

Absolutely. Will be good to have this included in the Resource reports as well.