question FTE vs. Schedules when it comes to Resource Availability in SPM forum

FTE vs. Schedules when it comes to Resource Availability

Paul Bloem — Mon, 30 Jan 2017 15:17:30 GMT

While working through our implementation of Resource Planning, we found that we have the requirement to have some users only available part-time. It appears that there are two ways to do this:

1. Create a schedule for each user that excludes the days/times they are not available.

2. Set a user's Average Daily FTE value to something less than 8 hours.

However, we have found issues with both of these implementations.

For #1, when a resource plan is created a group resource with multiple users, and the type is set to FTE, the number of hours assigned to each user is the same. We would like this to be relative, based on the hours available, but that doesn't seem to be an option.

For #2, changes to the user's Average Daily FTE value did not seem to affect that user's availability in the Resource Workbench.

Has anyone solved the problem of part-time users in a way that they find satisfactory? Also, is there any good documentation on exactly what the Average Daily FTE value on sys_user is actually used for? I've struggled to find answers to either of those questions.

Thanks in advance!
Paul

Re: FTE vs. Schedules when it comes to Resource Availability

adityaandy — Mon, 30 Jan 2017 18:05:00 GMT

Hi Paul,

Can you please take a look at following white paper : Whitepaper on Creating Resource Plans for Project Staffing Requirements in Geneva

Let me know if this helps.

Re: FTE vs. Schedules when it comes to Resource Availability

Paul Bloem — Mon, 30 Jan 2017 19:26:02 GMT

Interesting. So a user's Average Daily FTE appears to only apply when the Resource Plan type is "User." That makes sense, although I was hoping it would be a little smarter and add those up when using a "Group" resource plan.

Thanks for the help!

Re: FTE vs. Schedules when it comes to Resource Availability

dvp — Mon, 30 Jan 2017 19:43:32 GMT

You can also specify Average Daily FTE for entire group too..

Re: FTE vs. Schedules when it comes to Resource Availability

Teena Singh — Tue, 31 Jan 2017 13:59:51 GMT

Paul,

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Re: FTE vs. Schedules when it comes to Resource Availability

Paul Bloem — Wed, 01 Feb 2017 17:16:45 GMT

One followup question that I don't think was covered in that document (or if it was, I missed it): If I set the Average Daily FTE Hours field on a user, that doesn't seem to be affecting the AVAILABILITY on the Resource Workbench. So, for instance, if I have a user that works part time, and I set their Average Daily FTE Hours to 4, on the resource workbench their availability is still 40 hours per week. The only way I've seen to reduce that is to set the user's schedule to exclude the hours they won't be working.

Is there a way to make the availability portion of the resource workbench calculate availability based on FTE instead of schedule?

Re: FTE vs. Schedules when it comes to Resource Availability

dvp — Wed, 01 Feb 2017 17:29:22 GMT

I see the issue now. I tired the same in my instance and I think they are missing to consider the Average FTE hours into consideration while showing resource reports.

I suggest you to raise an enhancement ticket with SN.

I didn't go this specifically but throwing some light.. There is ui macro called resource_reports . See if there is something you can do